Alexander House Financial Services Ltd
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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Pensions & retirement
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Pension consolidation
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Pensions & retirement planning
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Financial planning
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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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Offshore investments
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Socially responsible investments
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Traded endowment policies
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Savings for children
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School fees planning
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Insurance & protection
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Accident & sickness
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Buildings and contents
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Income protection insurance
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Payment protection insurance
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Tax & trust planning
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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
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Last authorised 18th January 2021
Meet our advisers
Eddy Humphreys DipPFS
Independent Financial advisor
Qualifications & Accreditations
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Dip PFS - Personal Finance Society Diploma (PFS)
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To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
AF1 - Personal Tax and Trust Planning (CII)
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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
Eddy is diploma qualified and one of Alexander House’ founding Independent Financial Advisers. He began his career in the financial services industry in 1989 with the Prudential. Since then Eddy has progressed to working with high net worth clients and has a proven ability to manage and grow successful portfolios. 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.
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
£0
Special offers
Choose an Unbiased exclusive special offer:
Advice methods
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Telephone
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Online (Live chat, video, email)
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Face to face
