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  11. Alexander House Financial Planning Ltd

Alexander House Financial Planning Ltd

Restricted - Whole of Market  Black Diamond Park, Winsford, Cheshire, CW7 2LL
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FCA authorised
Last authorised 21st September 2020
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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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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Buildings and contents
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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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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
Meet our advisers
Paul Murray
Financial Adviser
About us

Having over 29 years of experience in providing Financial Advice and having worked for such household names such as NatWest and Prudential has given me a wealth of knowledge and experience and covering topics such as Protection, Savings and investments, Estate Planning and Retirement Planning (including advice on taking your pension benefits in the best manner to suit your personal circumstances).

With Alexander House Financial Planning and the Quilter Group my aim is to provide you with effective professional advice using the best product providers from the industry to help you achieve your goals or to have the financial future in retirement that you desire.

In addition to being qualified to provide mortgage advice, I achieved my second professional financial planning qualification – the Financial Planning Diploma in October 2011.

I continue to keep my education current and my next aim is to attain Chartered Financial Planner Status.

Throughout my financial services career, I have covered the Lower Manchester, Cheshire, Shropshire, Wirral and North Wales Areas.

The company also has access to Chartered Financial Planners if so required.

Our services

Due to my years of service in the Financial Planning industry, I have a wealth of knowledge to fall back on, which I use to provide a healthy lasting relationship with my clients.

This involves providing you with effective and tax efficient advice, advice that is suitable for your unique circumstances, and most importantly talking and planning your finances with you as an individual on face to face basis.

Advice taking place at a location to suit you best, whether it be at your home or your place of work.

Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£125,000
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Compliance

Your home may be repossessed if you do not keep up repayments on your mortgage.

Black Diamond Park, Chester, SY3 7NP

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