Alexander House Financial Services Ltd

Independent Financial Adviser The Oval,, Banstead,, Surrey,, SM7 2RA

First meeting at adviser's own cost

Response rating

7.0/10

18th June 2018

Eddy Humphreys is an Independent Financial Advisor working with Alexander House Financial Services. Offering modern thinking, traditional values & transparent advice.

We can advise you on

Expatriate finances
- EEA
- Rest of world
Tax & trust planning
- Estate planning
- Taxation planning
Long term care
- Long term care

Meet our advisers

Eddy Humphreys DipPFS

Independent Financial advisor

Qualifications & Accreditations Hide qualifications

Dip PFS - Personal Finance Society Diploma (PFS)

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)

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

Where to find us

About us

Alexander House Financial Services is a pioneering Chartered 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 Caerus Financial Limited, which is authorised and regulated by the Financial Conduct Authority.

Our services

Our Chartered status reflects the industry’s gold standard within Financial Planning. We have satisfied rigorous criteria relating to professional qualifications and ethical good practice to achieve this. You can therefore feel confident that we are wholly committed to providing you with the best possible advice, service and support.

Compliance

Registered Office: 3 More London Riverside, London, SE1 2RE Registered in England & Wales Registered Number: 8350734. Alexander House Financial Services Ltd is an appointed representative of CAERUS Financial Limited, which is authorised and regulated by the Financial Conduct Authority.

We can advise you on

Expatriate finances
- EEA
- Rest of world
Tax & trust planning
- Estate planning
- Taxation planning
Long term care
- Long term care

Advice methods

Telephone
Face to face

Preferred clients

Minimum wealth (income/assets)

£0

Minimum pension value

£0

Compliance

Contact options

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