Response rating
7.0/10
FCA verified
18th September 2017

Alexander House Financial Services Ltd

Independent Financial Adviser Hilltop Avenue,, Buckingham,, Buckinghamshire,, MK18 1TZ
First meeting at adviser's own cost
WE work TOGETHER as a partnership to create the perfect 'solution' for all your objectives.
We can advise you on
    • Corporate pension
    • Group life insurance
    • Group protection
    • Wealth management
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Unit trusts
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Payment protection insurance
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Estate planning
    • Long term care
Meet our advisers
Alan Kent DipPFS
Independent Financial Adviser
Accreditations
Certified Financial Planner
What our clients say
AHaving never spoken to a financial adviser and having no idea about pensions Alan put me at ease and was very honest and genuine. I came away from his call aware of the pensions I had and what to do next - I would definitely call Alan again about other financial issues and recommend him to family and friends.Thank you this service has been such a help to me.
Denise Clarke, Milton Keynes
clear and precise information with regard to my request What could they have done better? None, Alan was a joy to work with I was totally relaxed in his company.
Paul Spauld, Milton Keynes
I was experiencing conflicting advice and some difficulties from my pension company on the best route to take with regard to my pension savings and they suggested that I consult a financial advisor. Alan advised me on finding the optimum package to get the best return on my pension savings. He was very thorough and explained fully to me what I could expect from any investments depending on what risk I was prepared to take for the maximum return. He was exhaustive in his search for the right package to suit my needs. I have taken Alan's advice and invested my pension savings with the company of his choice and I am happy with the outcome. What could they have done better? Nothing really because as I was working abroad he contacted me regularly to advise me, then take instruction and secured the transfer of my savings into the new account.
Jeff Howlett, Milton Keynes
I had a private pension fund in excess of £200k and wanted to ensure that I made the right decisions for my retirement. Contacted the Pension Companies and assisted in transferring funds once we had made the final decisions on where the money was to be invested. Analysed my attitude to risk and my financial requirements going fwd in to retirement. All money invested as required and have received confirmation on that from the relevant companies. Also have online access to see my funds / investments. What could they have done better? Nothing, service very good and generally available when required.
Bob Green, Milton Keynes
Needed to release the tax-free-cash from 5 different pensions to use towards house purchase in France. Some of the companies were being slow and unhelpful and there was a tight deadline. Missing this could have cost a great deal of money,. Alan chased up the companies, got the cash released on time, and helped me to reinvest the remaining funds in two other companies, in schemes which met my short and long-term needs. He also secured me some compensation from the company which had been dragging their heels the most. Very much so. House was purchased on time, and I am happy with the schemes I am currently investing with.
Steve Hill, Milton Keynes
I wanted to cash a tax free lump sum from my Pension and as I have dealt with Alan in the past and sought his advice as I have always found him to be very helpful and knowledgeable. Made arrangements to transfer my funds and did it very swiftly indeed.Very easy to understand what Alan is talking about and explains things really clearly.
Vivienne Parker, Milton Keynes
Pension drawdown and a lack on my part of legislative knowledge. Alan understand our goals and explained everything in a language that was easy to understand. Alan completely delivered the goals set to him in our discussions.
Alma Hales, Milton Keynes
Where to find us
About us

Is this how you feel?
"... am I doing the right things?..."
"... are there actions / things I have missed?..."
"...What should I do right now?..."
"... I don't really understand pensions!!..."
"...I need some help with all of this!!"

“Honesty, Integrity, Clarity and attention to detail are my keys to great advice. I try to ensure that the complex issues are fully understood, and I take 'AS LONG AS IT TAKES', to get 'the advice absolutely right for YOU”
Contact me, I will be pleased to help and advise.

This is the area that I work in.
MILTON KEYNES.
NORTH BUCKS.
STH NORTHANTS.
NORTH OXFORDSHIRE.
(all towns and villages in the above area)

Personal & Work Pensions.
Investments,.
Personal & Business Life assurance,.
**PLEASE NOTE I DO NOT GIVE ADVICE FOR FINAL SALARY PENSIONS**

Our services

“I meet you face to face (in your home or place or work) to discuss your objectives and your existing situation. I take a lot of time to work with you to refine my understanding, and to ensure you understand everything.
We work to get to the most appropriate ‘solution’ or ‘solutions’, and I will take as long as necessary to achieve that.”

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£20,000
Minimum pension value
£20,000
Compliance

Registered in England & Wales, 3 More London Riverside, London, SE1 2RE, Registered Number: 08350734
Alexander House Financial Services Ltd is an Appointed Representative of CAERUS Financial Limited. CAERUS Financial Limited is part of the CAERUS Capital Group, which is wholly owned by Intrinsic Financial Services Limited. Old Mutual Wealth Holdings Limited owns 100% of the share capital of Intrinsic Financial Services Limited.
CAERUS Financial Limited is authorised and regulated by the Financial Conduct Authority, FCA number 497604. CAERUS Financial Limited is a limited company registered in England and Wales, registered number 06784783, registered office, Wiltshire Court, Farnsby Street, Swindon, Wiltshire SN1 5AH.

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