{"id":21027,"date":"2019-11-25T19:18:05","date_gmt":"2019-11-25T19:18:05","guid":{"rendered":"https:\/\/www.rbcwealthmanagement.com\/en-uk\/our-people\/alex-jefferies\/"},"modified":"2026-05-13T14:48:41","modified_gmt":"2026-05-13T14:48:41","slug":"alex-jefferies","status":"publish","type":"rbcwm_people","link":"https:\/\/www.rbcwealthmanagement.com\/en-uk\/people\/alex-jefferies","title":{"rendered":"Alex Jefferies"},"content":{"rendered":"\t\t<div class=\"rbc-hero-wm rbc-overlap-zindex-1  rbc-hero-overlap rbc-hero-has-image-bleed\">\n\t\t\t<div class=\"container\">\n\t\t\t\t<div class=\"row no-gutters\">\n\t\t\t\t\t<div class=\"col-lg-7\">\n\t\t\t\t\t\t<div class=\"rbc-card rbc-hero-card rbc-hero\">\n\t\t\t\t\t\t\t<div draggable=\"false\" class=\"rbc-card-wrap\">\n\t\t\t\t\t\t\t\t<div class=\"rbc-card-body\">\n\t\t\t\t\t\t\t\t\t<div class=\"rbc-hero-body-content\">\n\t\t\t\t\t\t\t\t\t\t<h1 class=\"rbc-hero-title\">Alex Jefferies<\/h1>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/www.rbcwealthmanagement.com\/en-uk\/our-offices-and-people?type=people\" class=\"rbc-hero-breadcrumb link-chev-left\">\n\t\t\t\t\t\t\t\t\t\t\t\t<div class=\"rbc-icon mr-half\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t<i aria-hidden=\"true\" role=\"img\" class=\"rbc-icon-img fal fa-angle-left\"><\/i>\n\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t\t\t\tOur people\t\t\t\t\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<hr class=\"rbc-hero-hr hr-mini bdr-accent\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<p class=\"rbc-hero-subtitle\">Associate Director, Wealth Manager<\/p>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<div class=\"rbc-hero-extra\">\n\t\t\t\t\t\t\t\t\t\t\t<div class=\"mt-2\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<a href=\"#marketoform\" class=\"mr-1\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t<div class=\"rbc-icon fa-lg\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<i aria-label=\"Alex Jefferies email\" role=\"img\" class=\"rbc-icon-img fal fa-envelope\"><\/i>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/uk.linkedin.com\/in\/alex-jefferies\" target=\"_blank\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t<div class=\"rbc-icon fa-lg\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<i aria-label=\"Alex Jefferies Linkedin\" role=\"img\" class=\"rbc-icon-img fab fa-linkedin-in\"><\/i>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t\t\t<div class=\"rbc-hero-img-wrap col-lg-5\">\n\t\t\t\t\t\t\t<div class=\"rbc-hero-img bleed-img-right rbc-hero-img-desktop-bottom-center rbc-hero-img-mobile-bottom-center\" style=\"background-image: url(https:\/\/www.rbcwealthmanagement.com\/en-uk\/wp-content\/uploads\/sites\/23\/2023\/07\/alex-jeffries.jpg?w=720);\"><\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t<\/div>\n\t\t<\/div>\n\t\t\n\n\n<section class=\"wp-block-rbcwm-rbc-block rbc-block rbc-block-grey rbc-block-flush has-block-grey-background-color has-background has-block-grey-background-color has-background\"><div class=\"container\"><div class=\"row justify-content-center\"><div class=\"col-lg-12\">\n<div class=\"row justify-content-between no-gutters blockId-2c6889d6-75d1-45b8-8564-dfdc17b09b68\">\n<div class=\"wp-block-rbcwm-column col-lg-5 order-lg-1\">\n<div class=\"wp-block-rbcwm-card rbc-card zi-10 overlap-top-desktop rbc-card-flush-x-mobile\" data-observe=\"{&quot;add&quot;:&quot;ani-opacity-up&quot;,&quot;remove&quot;:&quot;ani-opacity-up-from&quot;}\"><div class=\"rbc-card-wrap\"><div class=\"rbc-card-body\"><div class=\"rbc-card-icon c-white d-none d-lg-flex b-secondary\" style=\"\"><span aria-hidden=\"true\" class=\"georgia rbc-card-icon-quote\">\u201c<\/span><\/div><div>\n<figure class=\"wp-block-rbcwm-blockquote mb-0\"><blockquote class=\"h5 header-alt\">\u201cBeing able to say yes you can to people, in terms of them being able to achieve their financial goals is a great feeling, such as telling them they can retire earlier than planned.\u201d<\/blockquote><\/figure>\n<\/div><\/div><\/div><\/div>\n\n\n\t\t<div class=\"rbc-block-spacer-t-sm wrap\">\n\t\t\t<dl>\n\t\t\t\t\t\t\t\t\t<dt>Locations<\/dt>\n\t\t\t\t\t<dd>\n\t\t\t\t\t\t<a href=\"https:\/\/www.rbcwealthmanagement.com\/en-uk\/our-offices\/marlborough\">Marlborough<\/a>\t\t\t\t\t<\/dd>\n\t\t\t\t\t\t\t\t<\/dl>\n\t\t<\/div>\n\t\t<\/div>\n\n\n\n<div class=\"wp-block-rbcwm-column col-lg-6\"><div class=\"wrap\">\n<div style=\"height:100px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"wp-block-paragraph\">Alex is a Chartered Financial Planner in our Marlborough office. He helps clients plan for their futures and achieve their long-term financial goals by providing holistic financial planning advice covering areas including pensions, investments, inheritance tax planning, protection and cashflow planning. His clients are mainly private individuals spanning a wide age range, as well as trusts.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">He works tirelessly to put firm financial plans in place for each of his clients, with his dedication often meaning that his clients can achieve their financial goals earlier than they imagined. Educating the younger generation about finance is also important to him and he is an Education Champion for the Chartered Insurance Institute (CII).<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Alex began his career at Derrick Newman on an accountancy apprenticeship, joining full time in 2009. From there he moved to RBC Brewin Dolphin in 2014 as a Financial Planning Assistant, progressing to a Paraplanner and subsequently to Financial Adviser. He holds the Advanced Diploma in Financial Planning through the CII and therefore Chartered status.<\/p>\n<\/div><\/div>\n<\/div>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<div style=\"height:100px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n<\/div><\/div><\/div><\/section>\n\n\n\n<section class=\"wp-block-rbcwm-rbc-block rbc-block\"><div class=\"container\"><div class=\"row \"><div class=\"col-lg-12\">\n<header class=\"wp-block-rbcwm-block-header row rbc-block-header\"><div class=\"col-lg-12\">\n<div class=\"row\">\n\n<h2 class=\"wp-block-heading has-text-align-center rbc-block-header-title col-lg-12\" id=\"h-contact-alex-jefferies\">Contact Alex Jefferies<\/h2>\n\n<\/div>\n\n\n\n<div class=\"wp-block-rbcwm-block-header-description rbc-block-header-description\">\n<p class=\"wp-block-paragraph\"><\/p>\n<\/div>\n<\/div><\/header>\n\n\n\n<div class=\"row justify-content-center wrap blockId-e2ad2457-cc19-41d0-84bf-f50d57b4fb1b\">\n<div class=\"wp-block-rbcwm-column col-lg-8\">\n\t\t\t<div id=\"marketoform\" class=\"anchor\" style=\"top: -100px;\" tabindex=\"-1\"><\/div>\n\n\t\t\t\t\t\t\t\t<form id=\"mktoForm_5882\"><\/form>\n\t\t\t\t\t<\/div>\n<\/div>\n<\/div><\/div><\/div><\/section>\n\n\n\n<div style=\"height:100px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n","protected":false},"excerpt":{"rendered":"<p>Alex helps clients plan for their futures and achieve their long-term financial goals by providing holistic financial planning advice<\/p>\n","protected":false},"author":97,"featured_media":4407,"template":"","meta":{"_acf_changed":false,"editor_notices":[],"rbc_url_alias":"","footnotes":""},"rbcwm_people_type":[],"rbcwm_channel":[99],"class_list":["post-21027","rbcwm_people","type-rbcwm_people","status-publish","has-post-thumbnail","hentry","rbcwm_channel-private-clients"],"acf":{"rbwm_person_title":"Associate Director, Wealth 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