Alexander House Financial Planning Ltd

Financial Adviser (Restricted Whole of Market) 3 West Barn, Home Farm, West Sussex, Liphook, GU30 7LR
First meeting at adviser's own cost
Response rating
9.7 /10
FCA verified
12th August 2019
Keith wants to combine his significant investment knowledge in a holistic approach to help his clients achieve their financial goals.
We can advise you on
    • Annuity purchase
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • Group pensions
    • Group protection
Meet our advisers
Keith Whitehead
Financial Adviser
Where to find us

3 West Barn, Home Farm, West Sussex, Liphook, GU30 7LR

Make an enquiry
About us

Alexander House are a firm of profession financial advisers. You can be confident that you are dealing with one of the UK’s leading firms that is wholly committed to providing you with the best possible advice, service and support. 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.

Keith who would be your financial adviser is a very experienced investment professional whose career began in the City in 1987. He has worked with private individuals, families including those arriving from overseas, corporates, charities and Clinical Negligence cases over this time.

Our services

Our clients are at the heart of everything we do and you can therefore feel confident that we are wholly committed to providing you with the best possible advice, service and support.

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
Minimum mortgage value
£0
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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