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Alex Tait

Alex Tait

Position: Financial Planner

Email: alex@pwmdirect.co.uk

Alex Tait joined the Professional Wealth Management team in July 2023 as a Financial Planner. At 36, he brings a wealth of experience and a fresh perspective to the world of financial services, having dedicated 17 years of his life to a successful career as a professional rugby player for the Newcastle Falcons, amassing 271 appearances. During his time on the rugby field, he also pursued academic endeavours, attaining the Investment Management Certificate and a Level 4 Diploma in Regulated Financial Planning in addition to earning a Chemistry degree from Newcastle University.

Outside of work, he is married to Catherine, and is a proud father to his son Charlie. He enjoys keeping active as well as walking his working cocker spaniels, Jessie and Banbha. His other extra-curricular interests include watching rugby, attempting to play golf, and drinking the odd glass of red wine!

Qualifications

BSc Chemistry (Hons)
Diploma in Regulated Financial Planning
Investment Management Certificate (IMC)

J10 – Discretionary Investment Management
CF6 – Mortgage Advice
CF8 – Long Term Care Insurance