Advisory team
Alex PughAPFS
Technical Director
Independent financial planning that brings pensions, investments and long-term priorities into one clear conversation.
- APFS
- Chartered Financial Planner
About Alex
Alex has been Castle Stonebridge’s Technical Director since December 2024. As an independent Chartered Financial Planner, he works with individuals, families and business owners to make sense of their financial position and plan for the future.
His planning focus includes pensions, retirement and investments, alongside the wider priorities that shape a client’s decisions. His approach is to explain the options clearly and consider them in the context of each person’s circumstances, goals and attitude to risk.
Alex holds the APFS professional designation and brings technical financial planning knowledge to his role within the team.
About Alex's role
- What is Alex Pugh's role at Castle Stonebridge?
- Alex Pugh is the Technical Director at Castle Stonebridge and has held this role since December 2024. Independent financial planning that brings pensions, investments and long-term priorities into one clear conversation.
- Does this role involve providing financial advice?
- Alex is an independent Chartered Financial Planner and holds the APFS professional designation. Contact Castle Stonebridge to discuss the scope of advice and the appropriate next steps for your circumstances.
Castle Stonebridge journey
Technical Director
Castle Stonebridge
December 2024 – Present
Supporting individuals, families and businesses with independent financial planning.
Profile at a glance
- Name
- Alex Pugh
- Castle Stonebridge role
- Technical Director
- In this role since
- December 2024
- Professional profile
- Alex Pugh on LinkedIn (opens in a new tab)
Published by Castle Stonebridge Financial Planning. Role and Castle Stonebridge tenure supplied by the business.
For questions about this profile, contact our team using the details below.
Castle Stonebridge's company record (opens in a new tab)About the APFS professional designation (opens in a new tab)Focus
- Pension planning
- Retirement planning
- Investment planning
- Financial planning for business owners
Related pages
Contact the team
Speak to us about arranging a conversation with Alex.
- 01246 308249
- advice@castlestonebridge.co.uk
- Tapton Park Innovation Centre, Brimington Road, Chesterfield S41 0TZ
