CeMAP - Certificate in Mortgage Advice and Practice (LIBF)
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.
Dip PFS - Personal Finance Society Diploma (PFS)
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
ACIB Pre 1996 - Associate of the Chartered Institute of Bankers (LIBF)
This qualification assessed the knowledge and skills to enhance the career and promotion prospects of those aspiring to middle and senior management positions.
What our clients say
I was looking to combine a personal pension and work related pension into one 'pot' when starting up my own business several years ago. Colin provided a wealth of knowledge on the options available to me and pros and cons of all possibilities. It can seem a little overwhelming for a non-financial person, but Colin provided (and continues to provide) an excellent service complete with detailed annual (face to face) reviews. Investing for the long term needs to be borne in mind but outcomes are as hoped for thus far.
Mr Perkin, South East Warwickshire
I was looking for advice on funds that could be used towards extra income in my forth coming retirement. Colin listened to what I wanted to achieve in retirement, gave advice and suggestions on how to maximise the funds available. Colin's advice on suggested income types and drawdowns was absolutely spot on. The monthly and quarterly incomes that were arranged with the funds available really do top up my other income and allow my wife and I to Holiday 4 or 5 times a year in warmer climates. To be honest I have not had to think "that could have been done better", as Colin answered all questions and queries that were thrown at him.
Mr Hodgess, Leicester
Colin helped us to find the best deal on a mortgage, building and contents insurance and plan joint cover for life critical illness and income protection. Colin also helped us budget and merged two households into one financially. We got great rates on everything and his advice was impartial and in our best interest which I do not think we would find if we took mortgage advice from an estate agent or lender. We do not think we could have had a better experience. Colin is clearly very dedicated to genuinely helping people. We felt our best interests were kept as a priority right the way through. Thank you Colin
Miss Grove, North Warwickshire
I originally approached Colin because I needed help and advice for a pension sharing order as part of my divorce financial settlement. It was a difficult and stressful time for me, and Colin gave me information with great patience and understanding. 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
Alexander House 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’…. we then ‘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 and backup 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.
Where to find us
Head office address: High Street, Solihull, B46 3LL
We are still providing advice during these uncertain times, but are choosing not to meet with clients to try to ensure our mutual safety.
Please email us should you require financial advice.
Our specialisations lie within constructing tax efficient inve
Helping my clients take control of their financial journey's and achieve their aspirations is at the heart of my business. I have a wealth of experience in all aspects of financial planning, including a specialism in Defined Benefit pension transfers.
Financial Times (Adviser) - SIPP Adviser of The Year.
As part of the award winning True Potential Group, our aim is to revolutionise the way wealth management is delivered offering a wide range of financial services, including DB Pensions advice.
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