Alexander House Financial Planning Limited

Restricted - Whole of Market  Mountcoole Gardens, Belfast, County antrim, BT9 6ER
First meeting at adviser's own cost
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Traded endowment policies
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Unit trusts
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Income protection insurance
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Payment protection insurance
Response rating
7.0/10
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FCA authorised
Last authorised 23rd March 2020
Meet our advisers
Mark Gordon
Financial Planner
About us

Mark has worked in various roles within the Financial Services industry since 1999, and he specialises in providing advice on trusts, estate planning, protection, pensions and investments to meet both personal and corporate client’s needs. Mark has a passion for bespoke financial advice tailored to the needs of each individual and treats those needs as if they were his own. Having worked in NFU Mutual for 10 years, Mark has considerable experience working within the NI rural community and in addition has strong connections in many other industries such as accountancy, law, website design and IT.

Alexander House has been built on traditional values, meaning you can trust us to give you the best financial advice and know you are safe in our care. Our ethics and expertise will enable you to enjoy a journey to financial freedom and we will do this with passion and determination. We will constantly look to the future, so we can help you successfully negotiate yours. You will be offered the choice between a traditional face-to-face meeting or a 'virtual' Skype meeting at a time convenient to you and you will be kept updated of progress throughout the advice process. Let Alexander House be your innovative financial adviser.

Our services

Whether you are a saver, an investor, a protector or a borrower, we have specialists who can help guide you clearly and succinctly towards making smarter choices. We will tell you what we are going to do, when we are going to do it and how much it will cost and, to prove it, we will record every interaction with you. We will always be open and honest about our advice and will always tell you the pros and cons and costs of all of our recommendations.

Where to find us

Mountcoole Gardens, Belfast, BT14 8JY

Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
7.0/10
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FCA authorised
Last authorised 23rd March 2020

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