Alexander House Financial Planning Ltd

Financial Adviser (Restricted Whole of Market) Amberley, School Road, Thorney Hill, Hampshire, Christchurch, BH23 8DS
First meeting at adviser's own cost
Response rating
9.8 /10
FCA verified
12th August 2019
We visit you at your work or home, saving you time and parking. Our first visit is free.
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Wealth management
    • ISAs
    • Investing for income
    • OEICs
    • Lump sum
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • Group pensions
    • Group protection
Meet our advisers
Gregory Chong
Financial Adviser
Where to find us

Amberley, School Road, Thorney Hill, Hampshire, Christchurch, BH23 8DS

Make an enquiry
About us

I started my career in the Financial Services industry as a financial planner in 1987, gaining considerable experience in all areas of financial planning. It is my objective to ensure that my clients achieve their financial goals through unbiased and professional financial planning.

Alexander House Financial Services is a pioneering Independent Financial Services company which offers impartial financial planning advice to a loyal, expanding base of successful clients. Our accomplishments have been built around three core principles; integrity, professionalism and impartiality. This, coupled with our passion for a creative and innovative technical approach to financial planning, ensures an exclusive, bespoke client service that is second to none. Alexander House Financial Services Ltd is an appointed representative of Caerus Financial Limited, which is authorised and regulated by the Financial Conduct Authority.

Our services

My specialist areas are 1) helping people plan their retirement income and providing an ongoing service to ensure their objectives continue being met , 2) providing tax efficient investment solutions to meet their goals (capital growth or income) and 3) helping my clients pass on their assets through tax efficient estate planning.
I also hold the specialist pension qualifications that allow me to advise on the viability of occupational pension transfers.

Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Compliance

Registered Office: 12 Longbow Close, Pennine Business Park, Huddersfield, HD2 1GQ Registered in England & Wales Registered Number: 8350734. Alexander House Financial Planning Ltd is an appointed representative of Quilter Financial Limited, which is authorised and regulated by the Financial Conduct Authority.

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For your financial future