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Speaker(s): Simon Joyce, Client Director, Heartwood Wealth Management and Alex Spreckley, Area Manager (South) & Client Director, Handelsbanken
Prior to joining in 1999, Simon managed the Northern offices of what has now become part of Barclays Wealth. He graduated in economics, and is an associate of the UK Society of Investment Professionals.Simon is responsible for senior client relationships with emphasis on the investment aspects of retirement planning. He is dual-qualified in both financial planning and investment management.Alex joined the organisation in 2012. Prior to this Alex worked as a Wealth Manager providing holistic financial advice for Killik & Co and for Alexander Forbes Consultants & Actuaries. Alex has specialised in strategic retirement planning including advice on occupational and defined contribution pension schemes. He is Area Manager at Handelsbanken Wealth Management, leading a team of experienced Client Directors covering London and the Southern region. With over 16 years industry experience Alex has attained the gold standard status of Chartered Wealth Manager and Fellow of the Chartered Institute for Securities and Investment (FCSI). Alex is also Fellow by examination of the Personal Finance Society (FPFS).Alex has been named as one of the PAM Top 40 Under 40 in 2018. This initiative recognises, introduces and promotes the rising stars of the private client wealth management world in the UK and UK Crown Dependencies.
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