Alexander House Financial Services Ltd

Independent Meadow Way, West Derby, Liverpool, L12 5HD
First meeting at adviser's own cost
Response rating
7.0 /10
FCA verified
21st October 2019
Friendly, ethical, knowledgeable and professional. Alexander House can look after all your financial needs.
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • EEA
    • Rest of world
    • Employee benefits
    • Group pensions
    • Group protection
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
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    Online (Live chat, video, email)
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    Face to face
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£0