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Alex Cockerill

Investment Adviser Representative

Previous Experience

Alex has over 11 years’ experience working in the UK & international financial services industry. In 2010 he developed and launched the first international pensions in Malta & Gibraltar for UK and US citizens. Having previously worked in the UK and international trust companies, Alex has personally overseen thousands of international pension transfers and regularly presented to hundreds of financial advisors, trust practitioners and private clients. Alex specializes in UK pension transfers for clients in the US and Europe.

Qualifications/Accreditations

  • Series 65 – Uniform Investment Adviser Law Examination
  • North American Securities Administrators Association
  • UK Level 4 Diploma for Financial Advisors – LIBF
  • Member of London Institute of Banking and Finance (MLIBF)
  • Certificate in International Trust Management - STEP

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