Alexander House Financial Planning Ltd

Restricted - Whole of Market  Rhodfa Maen Gwyn, Altrincham, Greater manchester, WA14 2LU
First meeting at adviser's own cost
We believe service is key and we put you the customer at the centre of what we do.
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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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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Traded endowment policies
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Unit trusts
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Lump sum
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National savings
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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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Critical illness
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Healthcare
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Income protection insurance
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Large business
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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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Employee benefits
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Group ISA
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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
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Group risk
Response rating
10/10
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FCA authorised
Last authorised 30th March 2020
Meet our advisers
Paul Murray
Financial Adviser
What our clients say
What were the circumstances that caused you to look for a Financial Adviser? Investment of an inheritance and retirement income advice. How did the financial adviser help you? He explained all options available to me, which I could easily understand, in order for me to make my decision. What is your current situation? Have you seen the outcome you were hoping for? Yes I have. What could they have done better? I feel that I was given the best advice possible for my personal circumstances. I am very happy with the way my investments are developing and would definitely not hesitate to contact Mr Murray for future advice if needed.
WT, Rhuddlan
What were the circumstances that caused you to look for a Financial Adviser? The inheritances received from my late father and godmother. How did the financial adviser help you? He offered financial advice best suited to my circumstances. What is your current situation? Have you seen the outcome you were hoping for? Yes definitely. What could they have done better? I am 100% satisfied with the advice given by Paul. He is very trustworthy. He explains things in great detail so as to make advice more easily understood . I have every confidence in him and will continue to follow his advice in the future.
LL, Rhyl
What were the circumstances that caused you to look for a Financial Adviser? I have dealt with Paul in his previous job and was happy with the advice he gave us then. We had savings which were maturing and needed advice on best savings options. How did the financial adviser help you? It was able to give us saving options based on our present financial standing. What is your current situation? Have you seen the outcome you were hoping for? Still early days, but we are happy with the interest we have received so far. What could they have done better? We have no negative comments to make
AR, Dyserth
What were the circumstances that caused you to look for a Financial Adviser? The Financial Adviser that I had, had finished. How did the financial adviser help you? He was very approachable and very patient. He advised me in a slow and understanding manner. He has answered many questions that I have not been sure about and also helpful to my grownup children who do not live near me in what they needed to know. What is your current situation? Have you seen the outcome you were hoping for? This is still ongoing, mainly because one of my children lives abroad. Paul has been really good in explaining everything to do with the business of Trustees to them. What could they have done better? I don’t think he could have done any better than what he has and is still doing.
IP, Chester
About us

Having over 29 years of experience in providing Financial Advice and having worked for such household names such as NatWest and Prudential has given me a wealth of knowledge and experience and covering topics such as Protection, Savings and investments, Estate Planning and Retirement Planning (including advice on taking your pension benefits in the best manner to suit your personal circumstances).
With Alexander House Financial Planning and the Quilter Group my aim is to provide you with effective professional advice using the best product providers from the industry to help you achieve your goals or to have the financial future in retirement that you desire.
In addition to being qualified to provide mortgage advice, I achieved my second professional financial planning qualification – the Financial Planning Diploma in October 2011.
I continue to keep my education current and my next aim is to attain Chartered Financial Planner Status.
Throughout my financial services career, I have covered the Lower Manchester, Cheshire, Shropshire, Wirral and North Wales Areas.
The company also has access to Chartered Financial Planners if so required.

Our services

Due to my years of service in the Financial Planning industry, I have a wealth of knowledge to fall back on, which I use to provide a healthy lasting relationship with my clients.

This involves providing you with effective and tax efficient advice, advice that is suitable for your unique circumstances, and most importantly talking and planning your finances with you as an individual on face to face basis.

Advice taking place at a location to suit you best, whether it be at your home or your place of work.

Where to find us
Head office address: Rhodfa Maen Gwyn, Rhyl, LL18 4JD
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
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
10/10
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FCA authorised
Last authorised 30th March 2020

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