This site uses cookies. We have recently updated our Privacy Policy - read more here.

×
  1. Home
  2. breadcrumbs-arrow
  3. Find an adviser
  4. breadcrumbs-arrow
  5. South East
  6. breadcrumbs-arrow
  7. Surrey
  8. breadcrumbs-arrow
  9. Banstead
  10. breadcrumbs-arrow
  11. Alexander House Financial Services Ltd

Alexander House Financial Services Ltd

Independent Financial Adviser The Oval,, Banstead,, Surrey,, SM7 2RA
First meeting at adviser's own cost
Response rating
9.5 /10
FCA verified
16th September 2019
Eddy Humphreys is an Independent Financial Advisor working with Alexander House Financial Services. Offering modern thinking, traditional values & transparent
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Payment protection insurance
    • Estate planning
    • Employee benefits
    • Group pensions
    • Group protection
Make an enquiry Request a call back 08000 449430 Recommend to a friend
Meet our advisers
Eddy Humphreys DipPFS
Independent Financial advisor
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
Where to find us

The Oval,, Banstead,, Surrey,, SM7 2RA

Make an enquiry
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

We are professionally qualified and an ethical practice. You can therefore feel confident that we are wholly committed to providing you with the best possible advice, service and support.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Compliance

Registered in England & Wales, 12 Longbow Close, Pennine Business Park, Huddersfield, Registered Number: 08350734

Alexander House Financial Services Ltd. Is an Appointed Representative of Quilter Financial Limited which is authorised and regulated by the Financial Conduct Authority

Make an enquiry Request a call back 08000 449430 Recommend to a friend
Contact options
Make an enquiry Request
a call back 08000 449430 Recommend to a friend

Similar advisers near you

Myers Davison Ginger Ltd
Independent Financial Adviser 0.2 mi
Richard provides fully independent trusted holistic client focused financial planning, encompassing investments, pensions, estate planning, mortgages & protection
 
See profile
MLP Wealth Management Ltd
Independent Financial Adviser 0.32 mi
Free initial 1 hour consultation and telephone based advice. Just telephone for friendly initial advice.
 
See profile
MLA Wealth Management Limited
Independent Financial Adviser 0.84 mi
Mark Deasy has over 25 years of experience dealing with client's investment, pension and Inheritance Tax planning needs.
 
See profile
Fairstone Financial Management Ltd
Independent Financial Adviser 1.19 mi
One of the UK’s largest Chartered financial planning firms and rated Number 1 in the Asset Management category on Trustpilot.
 
See profile

Legal information

While unbiased.co.uk endeavours to verify the information provided as thoroughly as possible, it is your responsibility to ensure the adviser you choose is appropriate and regulated for the business you are transacting.
Any decision to transact business is made by you on the basis of your own enquiries. To check that an adviser is regulated, you can contact the relevant regulatory or professional body.

Access to and use of this online IFA directory is subject to unbiased.co.uk website terms and conditions and privacy policy.