Alexander House Financial Planning Ltd

Restricted - Whole of Market  14-20 Gracechurch Shopping Centre, Royal leamington spa, Warwickshire, CV32 6NB
First meeting at adviser's own cost
Friendly, ethical, knowledgeable and professional. Alexander House can look after all your financial needs.
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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Building your home
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Buy to let
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Buying first home
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Flexible mortgages
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High loan to value
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Mortgage protection
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Next home / Remortgaging
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Right to buy
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Self-employed mortgages
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Wealth management
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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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Unit trusts
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Lump sum
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Buildings and contents
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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Payment protection 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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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group income protection
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Group life insurance
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Group private medical insurance
Response rating
7.0/10
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FCA authorised
Last authorised 15th January 2020
Meet our advisers
Colin Thomson
Financial Adviser

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

This qualification assessed the knowledge and skills to enhance the career and promotion prospects of those aspiring to middle and senior management positions.

About us

We wanted to build a business that holds true to traditional values, meaning you could 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, one where you make the right choices for your future - with us guiding you along the way. We will do this with passion and determination, so you can trust us to be your financial adviser. We will always look at ways of using technology and innovation to make sure you get what you need when you need it, and for a price, you can afford. We started this journey, so you can be assured we will never stop looking for ways to improve what we do for you. 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 - so you will always be able to access our specialists wherever you are. You will also be able to access all of your details on your own individual portal whenever you want to.

Where to find us

14-20 Gracechurch Shopping Centre, The Parade, West Midlands, Sutton Coldfield, B72 1PD

Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£125,000
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 15th January 2020

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