I approached Paul for advice and assistance regarding my retirement planning. My personal circumstances had changed dramatically and the arrangements that I had in place were no longer suitable. The advice I received was professional and friendly and I felt entirely confident that I had made the correct decision in choosing my financial adviser. I was kept fully informed throughout, and at all times felt that my adviser was ensuring that I received the best outcome. I am extremely satisfied with the service received and would have no hesitation in recommending .
I originally approached Colin because I needed help and advice for a pension sharing order as part of my divorce financial settlement. Colin helped me by patiently outlining the choices available to me and the pros and cons for each. He also gave me great support during the process and gave me confidence in making the best decisions for my future finances. One thing I really liked was his patience and kindness as well as his perseverance in ensuring a positive outcome. He kept me informed at every point and made every effort to reassure and allay any fears or worries. The process of transferring the pension into my account has just been completed successfully. I now look forward to a more secure and stable financial future!! Thank you Colin
Mrs Gilbert, Birmingham
John advised me about my pension and mortgage when I was going through my divorce. He provided excellent advice and was also patient and understanding, as this was all new to me. I was able to get a good mortgage and buy the new home I wanted. Now my share of the pension from the divorce is with a new pension company and I feel much more secure and reassured about my financial future. John is always available when I contact him for help or with questions. I highly recommend his service. Thank you John, for your continued support.
Alexander House Financial Planning is a National business built on excellent service and 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 discipline and determination.
Fundamentally we ‘listen and assess’ the best solution for your circumstances and we ‘recommend’ your own unique plan that will add tangible value for many years to come.
With the support of a FTSE250 business called Quilter, 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/Zoom meeting at a time convenient to you and you will be kept updated of progress throughout the advice process via telephone, email or secure online portal – it’s your choice.
Our business has grown organically through recommendation and referral since it was established in 2013 to now cover the whole of the UK with experienced ‘ethical’ professionals who put your wealth management and preservation needs at the centre of what we do.
We work holistically with individuals and their families to optimise savings and protect both their health and wealth over the long term. In addition, we also support small and medium sized businesses with Pensions, Employee Benefits and Tax efficient solutions, that only an FCA approved Adviser can access.
Our expert team includes CII Chartered Advisers and specialists in Complex Pensions, Divorce, Long Term Care, Equity Release, Mortgages as well as ISA’s, SIPPS and more generic products.
Whether you're planning for retirement, accessing tax free cash, protecting your family or simply keen to reduce your tax bill, our professional and friendly financial advisers would like to help you.
Transferring out of a Final Salary Scheme is unlikely to be in the best interest of most people.
Equity Release will reduce the value of your estate and can affect your eligibility for means tested benefits.
Chartered Wealth Manager who can assess your current circumstances and then use his extensive knowledge and understanding of all the available financial products and regulations to develop bespoke financial solutions to help you meet your objectives.
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