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Alex Tait

Alex Tait

Position: Financial Planner


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!


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

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