Alexander House Financial Planning Ltd

Restricted - Whole of Market  Highfield Chase, Glusburn and cross hills, North yorkshire, BD20 7LG
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FCA authorised
Last authorised 30th March 2020
Pensions, Investments and Protection products are my main speciality.
We can advise you on
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Annuity purchase
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Pension consolidation
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Pension drawdown
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Pensions review
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Pensions transfer
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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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OEICs
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Lump sum
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Regular savings
Meet our advisers
Mohammed Banaras
Financial Adviser
About us

We wanted to build a business that holds true to traditional values, meaning you could 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, one where you make the right choices for your future - with us guiding you along the way. We will do this with passion and determination, so you can trust us to be your financial adviser. We will always look at ways of using technology and innovation to make sure you get what you need when you need it, and for a price, you can afford. We started this journey, so you can be assured we will never stop looking for ways to improve what we do for you. 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 - so you will always be able to access our specialists wherever you are. Let us be your innovative financial adviser.

Our services

I started my career as a mortgage adviser but I soon realised that I needed to offer holistic financial planning and therefore I studied to become a financial adviser. With 17 years of experience as a financial adviser, I am able to provide financial advice in a jargon free manner that my clients find easiest to understand. I am a diploma qualified financial adviser and also hold the CeMap qualification.

Preferred clients
Minimum wealth (income/assets)
£20,000
Minimum pension value
£20,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face

Highfield Chase, Dewsbury, West Yorkshire, WF13 4DG

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