Alexander House Financial Planning Ltd

Restricted - Whole of Market  35 Accord Crescent, Glasgow, City of glasgow, G1 1UZ
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 review
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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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Socially responsible investments
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Lump sum
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Regular savings
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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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Life insurance
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Payment protection insurance
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Capital gains tax
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Estate planning
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Income tax
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Group Pension/Stakeholder
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Group Protection/Life Insurance
Response rating
10/10
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FCA authorised
Last authorised 6th April 2020
Meet our advisers
Lisa Rooney
Financial Adviser
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)
£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 6th April 2020

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