James Smith
Consultant - Personal Pensions
Alex joined Boal & Co in 2024 bringing diverse experience from banking, international assurance and domestic pensions administration.
Alex provides administration and trusteeship services to an extensive Isle of Man and international personal pensions client base.
Specialising in self-invested personal pensions (SIPP) and small, self-administered schemes (SSAS) his role involves working closely with clients and their advisers to understand specific requirements and building tailored pensions to meet their needs. He is responsible for setting up pension schemes, organising trustee meetings, processing withdrawals, transfers, death claims, investments and contribution payments.
Alex has Masters degree in Librarianship and Information Science.
In their spare time
Alex loves immersing himself in a good book and enjoys an eclectic taste in literature.
