Alex Robertson

Experienced financial services professional

Greater London, England, United Kingdom

About

I am a Paraplanner at Lyndhurst Financial Management, based in Harpenden and Hitchin. Previously I spent eight years in Private Banking at J.P. Morgan Chase and Coutts & Co, working in client facing roles and managing relationships with high net worth individuals. I then spent two years in the not-for-profit sector, specialising in ESG analysis and specifically the deforestation-risk in global supply chains, before returning to the financial services sector at an independent financial advice firm in London.

Experience

  • Paraplanner at Lyndhurst Financial Management Ltd
    Nov 2025 - Present · 9 mos

  • Trainee Financial Advisor at CHAMBERLAIN DE BROE LIMITED
    Sep 2024 - Sep 2025 · 1 yr 1 mo

  • Stay-at-Home Dad at N/A
    Feb 2024 - Aug 2024 · 7 mos

  • Sustainable Finance Associate at Global Canopy
    Dec 2022 - Feb 2024 · 1 yr 3 mos

  • J.P. Morgan Private Bank (3 yrs 2 mos)
    • Vice President
      Jan 2021 - Dec 2021 · 1 yr

    • Associate
      Nov 2018 - Jan 2021 · 2 yrs 3 mos