Alex Tongue

Private Client Manager

Alex Tongue

Alex is based in West Bridgford, Nottingham for One Four Nine Wealth. He has been in the industry for over 4 years, attaining an exceptional understanding of the workings of the financial planning industry and is working his way to become a financial planner. He assists financial planners in preparing for client meetings by producing suitability reports and carrying out background research in areas such as pensions, investments and protection alongside annual review documents that summarise a client’s financial overview. In addition, he processes new business for clients which includes placing deals for investments and ensuring recommendations are implemented that work towards achieving financial objectives.

He holds several qualifications including CF1, LP2, RO1, RO2, RO3 and JO9 and is working towards the Diploma in Regulated Financial Planning qualification to become a Financial Planner.

Back to our team.

We are passionate about lifestyle financial planning to identify appropriate solutions to achieve the best outcomes for clients

Latest News

One_Four_Nine_Wealth-Guide-to-mastering-ISAs

Guide to mastering Individual Savings Accounts

February 6, 2025

A guide to unlocking flexibility, tax efficiency and financial freedom through ISAs

Read more about Guide to mastering Individual Savings Accounts
One_Four_Nine_Wealth-Guide-to-end-of-tax-year

Guide to end of year tax planning

February 1, 2025

A guide to end of year tax planning

Read more about Guide to end of year tax planning
One_Four_Nine_Wealth-Guide-to-New-Year-Strategies

Guide to New Year Strategies

January 8, 2025

A comprehensive 34 page guide from One Four Nine Wealth

Read more about Guide to New Year Strategies