Alexander House Financial Planning Ltd

Restricted - Whole of Market  35 Accord Crescent, Glasgow, City of glasgow, G13 2JR
First meeting at adviser's own cost
Providing experienced financial advice remotely - 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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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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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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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 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
9.6/10
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FCA authorised
Last authorised 6th July 2020
Meet our advisers
Lisa Rooney
Financial Adviser

This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.

This qualification assesses a knowledge and understanding of an ability to analyse financial protection planning issues.

This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.

This qualification helps advisers develop and demonstrate their financial planning capabilities. 

This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

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

This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.

This exam accesses understanding of the financial services industry including regulation and legislation.

What our clients say
I recently engaged in the services of Alexander House Financial Planning Ltd for a review of my pension arrangements. Over a couple of meetings Lisa assessed my current circumstances and we discussed my requirements with regard to me taking up partial retirement. Lisa was very easy to talk to and patient, taking time to explain what was involved in the whole process. Within a couple of weeks, a new pension plan with more flexibility was put in place and I also engaged in an annual ongoing service which means I now have the peace of mind knowing that we will meet regularly to continually review my circumstances. I certainly feel Lisa is familiar with my needs and circumstances and I will have no hesitation in recommending her services or the team at Alexander House’s services to anyone for honest and impartial advice.
Yvonne McMahon, Renfrewshire
I was looking to invest some time in retirement planning as I had a number of mixed retirement plans that needed a review and l was also interest if freeing up some of my tax free income. I had read of some of the reviews in general circulation recommending that you need to be careful of how, where and from whom you obtain financial advice. My research led me to get in contact with Alexander House Financial Planning Ltd and in turn with their local advisor Lisa Rooney. From the first interaction Lisa was really took time to fully understand my current situation, she cut through the details of my various policies to propose an informative action plan. Lisa’s attention to detail, financial sector knowledge and positive personality gave me a full confidence that I had made the right decision to seek advice on my retirement plans. I would have no hesitation in recommending Lisa and Alexander House Financial Planning Ltd to anyone who is concerned or worried about their retirement planning
Peter McRobert, East Kilbride
About us

With over 15 years’ experience in the Financial Services Industry, I specialise in providing advice on pensions, investments and protection planning to meet both personal and corporate client needs. My attention to detail, good listening skills and great empathy are symbols of appreciation by my clients. I want to build long-term relationships with my growing client base and provide excellent customer service.

Alexander House has been built on 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 passion and determination. 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 at a time convenient to you and you will be kept updated of progress throughout the advice process. Let Alexander House be your innovative financial adviser.

Our services

Whether you are a saver, an investor, a protector or a borrower, we have specialists who can help guide you clearly and succinctly towards making smarter choices. We will tell you what we are going to do, when we are going to do it and how much it will cost and, to prove it, we will audio record our interactions with you. We will always be open and honest about our advice and will always tell you the pros and cons and costs of all of our recommendations.

Where to find us
Head office address: 35 Accord Crescent, Hawkhead Village, Paisley, PA2 7DZ
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
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
9.6/10
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FCA authorised
Last authorised 6th July 2020

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