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
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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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Buy my next home
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Equity release
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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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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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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Payment protection insurance
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Estate planning
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Corporate pension
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Group Protection/Life Insurance
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Group life insurance
Response rating
7.0/10
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FCA authorised
Last authorised 30th March 2020
Meet our advisers
Alan Kent DipFA
Independent Financial Adviser

This examination assesses a knowledge and understanding of the various pension products, the pension tax regime and retirement needs.

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

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

This examination assesses a knowledge and understanding of financial protection plans.

This examination assesses a knowledge and understanding of investment products and the risks involved.

What our clients say
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
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
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 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
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
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
Having 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
About us

Is this how YOU feel?
..."I dont really understand pensions and investments"
..."am I doing the right things?"
"...are there opportunities I have missed?"
"...what should I do right now?"
"...I dont want to make mistakes with my money"
"...I need some help with all of this!!!"

“Honesty, Integrity, Clarity and attention to detail are my key 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

This is the area that I work in.
Milton Keynes, Buckingham, Aylesbury Leighton Buzzard, Towcester , Brackley and all other towns and Villages in North Bucks and South Northants

These are the advice areas I work in:
Personal Pensions & Work Pensions.
Equity Release
Investments,
Personal & Business Life assurance.

Equity Release will reduce the value of your estate and can affect your eligibility for means tested benefits.

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.”

Where to find us
Head office address: Hilltop Avenue,, Buckingham, Buckinghamshire, MK18 1TZ
Preferred clients
Minimum wealth (income/assets)
£20,000
Minimum pension value
£20,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Face to face
Response rating
7.0/10
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FCA authorised
Last authorised 30th March 2020

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