Management Team | Alexander Grace | IFA | Midlands (2024)

Regional Head of Financial Planning

David is a Senior Financial Planner with Alexander Grace.

Prior to joining Alexander Grace David has run his own Consultancy business and was a Partner with an adviser firm based in the South of the UK.

David has worked in the Financial Services industry for over 28 years and offers an enviable wealth of experience advising clients in the management of their financial affairs.

Starting his career in London with Standard Life David has worked in London, Leeds, Birmingham and Nottingham as well as the Channel Islands.

David has worked with leading Financial Institutions, where he has headed the Pensions Department and a Director and Board member of a Financial Services company for a top 10 Accountancy Firm.

David enjoyed a career within Private Banking with Kleinwort Benson Private Bank and Barclays before becoming a founder of his own company.

David has extensive knowledge and personal experience across all aspects of Wealth Management and financial planning. His experience and qualifications within the industry has enabled David to deal personally with both Individual and corporate clients and be respected as a valuable premier within the industry.

David is a Chartered Wealth Manager and Fellow member of the Chartered Institute for Securities & Investment.

Having established Bishop Armstrong in 2009, Phil joined us in 2020. He is very well known in the Financial Planning family having had extensive experience in our profession. His decision to join us was based on Alexander Grace’s strong local brand, but also on the vision of our parent company IWP, and its passion to promote truly ‘independent’ financial advice. He continues to provide valuable services for clients with complex planning and investment expertise.

We are delighted to have Phil as part of the team and to be able to draw on his significant experience and skills in tax and retirement planning, estate management, and risk based investing. He is very well respected by his clients.

David joined as Alexander Grace as the company’s Investment Manager in 2021, having previously gained investment experience as an analyst at a Midlands-based discretionary portfolio management and research consultancy provider. His background also includes 4 years at an Independent Financial Advice firm where he was a member of the investment committee and had a key role in the operational management of their investment proposition.

David’s day to day role includes the management of the Alexander Grace Risk Graded and ESG (Environmental, Social, Governance) portfolios and supporting financial advisers with bespoke fund selection.

David is a big football fan and is a season ticket holder at Aston Villa and is a member of the England Supporters Travel Club.

Hilary has been with for Alexander Grace since 2008 and has over 30 years’ experience in financial services administration. She is a committed and long standing member of the team and holds the Financial Planning Certificate. Prior to the involvement of IWP Hilary was dedicated to Neil Padget’s clients dealing with all administrative and paraplanning tasks; she now has the role of Office Manager where her focus is on the smooth running of the office and the welfare of the team. If you ask her, she will tell you that our business is a pleasure to work in and the whole of her team are focused on great outcomes for our clients.

Outside work Hilary has two grown up daughters and lives with her partner and dog in Bournville – (Yes, she is a chocolatier on the quiet). She enjoys cooking up a feast for family and friends, going on holiday and a good old pub quiz.

Prav is our Operations Manager (and much more), he has been with Alexander Grace since 2014. He joined us from Aviva where he worked for 10 years, holding various senior positions within the sales support team as well as account manager. Just like any other business, the back office and operations of a firm are a crucial part of growing a successful business as is delivering on the promise of great customer outcomes.

Prav is kept very busy keeping ahead of new technologies, constantly changing legislation and compliance and enjoys assisting in all roles within our business. He believes no problem is insurmountable both at home and work and we are very lucky to have him in the team.

Sally joined Alexander Grace in May 2022 as Finance Manager. She has over 25 years’ experience of managing Accounts Departments in various industries.

She has an eye for detail and enjoys new challenges.

She has two children and one very cute grandchild. Outside work she enjoys music, gardening, theatre and catching up with her friends.

Tony holds the Diploma in Financial Planning and has worked in financial services for just under 40 years in a variety of roles relating to pension, investments, protection, banking and private medical insurance. As a valued member of the team Tony ensures that everything in the business runs smoothly and this is particularly important as the business expands and our customer base grows. He particularly supports the CEO in our adviser recruitment and the integration of firms joining us.

Tony is married with grown up children and, at the last count, has 8 grandchildren. Outside work Tony loves a wide variety of music and actively follows Aston Villa and the Ireland rugby team.