Alexander House Financial Planning Ltd

Restricted - Whole of Market  35 Accord Crescent, Glasgow, City of glasgow, G21 1JY
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FCA authorised
Last authorised 24th February 2020
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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Home and leisure
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Income protection insurance
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Large business
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Life insurance
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Payment protection insurance
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Small business
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Travel
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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 life insurance
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Group private medical insurance
Meet our advisers
Lisa Rooney
About us

With over 15 year’s experience in the Financial Services Industry, I specialise in providing advice on pensions, investments and protection planning to meet both personal and corporate client’s needs.

At Alexander House, i am also supported by a highly specialised team of Financial Planners whose teamwork and professionalism help to build long-term relationships with my growing client base and provide excellent customer service.

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.

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

35 Accord Crescent, Hawkhead Village, Paisley, PA2 7DZ

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