Alexander House Financial Planning Ltd

Restricted - Whole of Market  Amberley, School Road, Bournemouth, Dorset, BH10 6JD
First meeting at adviser's own cost
We visit you at your work or home, saving you time and parking. Our first visit is free.
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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Wealth management
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ISA / Unit Trusts / OEICs
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Investing for income
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OEICs
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Offshore investments
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Unit trusts
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Lump sum
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Savings for children
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School fees planning
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Critical illness
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Income protection insurance
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Life insurance
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Small business
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Corporate pension
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
Response rating
10/10
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FCA authorised
Last authorised 23rd March 2020
Meet our advisers
Gregory Chong
Financial Adviser
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 Planning 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 Planning Ltd is an appointed representative of Quilter 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.

Where to find us

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

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

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