Alexander House Financial Services Ltd

Independent Financial Adviser  The Oval,, Carshalton, Greater london, SM7 2RA
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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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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Buildings and contents
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Commercial motor
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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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Estate 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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Sharia finance
Response rating
7.0/10
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FCA authorised
Last authorised 19th October 2020
Meet our advisers
Eddy Humphreys DipPFS
Independent Financial advisor

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

This examination assesses the candidate to develop in depth financial planning skills related to personal tax and trusts.

What our clients say
I was looking to get equity release from a small personal pension plan. He was able to to carry out the process of changing my personal pension plan from not having to purchase an annuity, to changing it to a cash drawdown plan. Yes. What could they have done better? As things stand at the moment I cannot see that anything could have been done any better, it has all happened in the timescale that was originally thought.
Nev Weir, France
Need advice on buying an property. Help getting better understanding of are current financial situation and if it was possible to invest in a property. Yes. What could they have done better? Could not ask for a better service
Paul Alleman, Bookham
I had money sitting in a pension fund not doing much i wanted to make it work better for me. Also i wanted give my two children some securityi also wanted health insurance. Eddy explained very well the different types of savings and the benefits of a pension and why this type of saving would be more beneficial for what i was looking for. he also got me a very good insurance and protection plan. savings and insurance plan in place. Yes. What could they have done better? I Think on this occasion Eddy has done his best to help me to use the money i have available in the most effective way
Samuel White, Cheam
Another company led me along, then dropped me. Eddy picked up my case & steered me through every detail with, what seemed to me, professionalism & ease. Sorted! Yes, certainly.
John Hall, Salfords
About us

Alexander House Financial Services is a pioneering Independent Financial Services company which offers impartial financial planning advice to a loyal, expanding base of successful clients. Our accomplishments have been built around three core principles; integrity, professionalism and impartiality. This, coupled with our passion for a creative and innovative technical approach to financial planning, ensures an exclusive, bespoke client service that is second to none.
Alexander House Financial Services Ltd is an appointed representative of Quilter Financial Limited, which is authorised and regulated by the Financial Conduct Authority.

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: The Oval,, Banstead,, Surrey,, SM7 2RA
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£250,000
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
7.0/10
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FCA authorised
Last authorised 19th October 2020

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