Alexander House Financial Services Ltd

Independent Financial Adviser Meadow Way, West Derby, Liverpool, L12 5HD
First meeting at adviser's own cost
Response rating
7.0/10
FCA verified
17th June 2019
We can advise you on
    • Corporate pension
    • Employee benefits
    • Group critical illness
    • Group income protection
    • Group ISA
    • Group life insurance
    • Group pensions
    • Group private medical insurance
    • Group protection
    • Group risk
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Traded endowment policies
    • Unit trusts
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • EEA
    • Rest of world
    • Wealth management
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
Meet our advisers
Mike Chase
Where to find us

Meadow Way, West Derby, Liverpool, L12 5HD

Make an enquiry
About us

I am also one of our five Pension Transfer Specialists. This highly specialist team of advisors is one of the highest quality, knowledge and experience in the retirement arena. I can help you understand and agree your long-term plans for your retirement. This includes utilising fully your final salary schemes and other protected pensions where it is suitable and in your best interest.

Our services

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 Caerus Financial Limited, which is authorised and regulated by the Financial Conduct Authority.

Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • 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

Compliance Registered Office: Unit 12 Longbow Close, Pennine Business Park, Huddersfield, HD2 1GQ. Registered in England & Wales Registered Number: 8350734. Alexander House Financial Services Ltd is an appointed representative of CAERUS Financial Limited. CAERUS Financial Limited is authorised and regulated by the Financial Conduct Authority, FCA number 497604.

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