Simon Alexander
Director & Financial Planner
I’m a Chartered Financial Planner who is passionate about helping my clients pursue their retirement goals.
Born in Cape Town, South Africa, I had, as a young adult, been interested in exploring the option of living abroad. This materialised in 2015, and while I maintain strong roots with my South African family and friends, I now call Tunbridge Wells my home.
Before starting my own business, I worked at a large investment house in Mayfair, London, providing bespoke advice on all areas of financial planning to High-Net-Worth individuals.
I founded Streamline Financial Planning to provide objective, and holistic financial advice and knowledge to my clients. The vision is to guide hard working professionals who are approaching the end of their working lives achieve their retirement ambitions. I realised that I especially enjoy the impact that can be achieved through meaningful ongoing one-on-one relationships.
When not at work, I can be found spending time with my wife, Sam, and our daughter, Charlotte. I am also an enthusiastic sportsman and can often be found at the local tennis and rugby clubs!
What we are here to do:
Bring clarity to your finances
We will help you understand exactly where you stand - what you have, what you need, and how it all fits together. No jargon, no overwhelm, just clear, honest advice.
Build a retirement plan you can rely on
Using our proven Senqu System, we’ll design a personalised plan that gives you the confidence to enjoy life now, knowing your future is taken care of.
Be there for the long haul
Retirement is a journey, not a one-off event. We’ll be with you every step of the way - reviewing, adjusting, and making sure your plan stays aligned with your life.
What we will never do:
Charge you a percentage of your wealth
We don’t believe your fees should grow just because your investments do. That’s why we charge a clear, fixed fee so you always know exactly what you’re paying, and what you’re paying for.
Overcomplicate things
No jargon. No confusing reports. Just clear, honest advice that makes sense so you can feel in control of your money.
Recommend anything we wouldn’t suggest to our own family
We treat your finances with the same care we would give our parents - because trust matters more than anything.