Alexander House Financial Services Ltd

Independent Financial Adviser  Meadow Way, Liverpool, Merseyside, L12 5HD
First meeting at adviser's own cost
Friendly, ethical, knowledgeable and professional. Alexander House can look after all your financial needs.
We can advise you on
check
Annuity purchase
check
Auto enrolment
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Stakeholder
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Offshore investments
check
Socially responsible investments
check
Traded endowment policies
check
Unit trusts
check
Lump sum
check
National savings
check
Regular savings
check
Savings for children
check
School fees planning
check
Accident & sickness
check
Critical illness
check
Healthcare
check
Income protection insurance
check
Life insurance
check
Capital gains tax
check
Estate planning
check
Income tax
check
Taxation planning
check
EEA
check
Rest of world
check
Corporate pension
check
Employee benefits
check
Group ISA
check
Group Pension/Stakeholder
check
Group Protection/Life Insurance
check
Group critical illness
check
Group income protection
check
Group life insurance
check
Group private medical insurance
check
Group risk
Response rating
9.8/10
check
FCA authorised
Last authorised 17th February 2020
Meet our advisers
Mike Chase
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.

Where to find us

Meadow Way, West Derby, Liverpool, L12 5HD

Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Response rating
9.8/10
check
FCA authorised
Last authorised 17th February 2020

Similar advisers near you

Independent Financial Adviser 1.31 mi
Independent financial advice on pensions, investments, financial planning, life assurance and many other areas
 
Independent Financial Adviser 1.65 mi
One of the UK’s largest Chartered financial planning firms and rated Number 1 in the Asset Management category on Trustpilot.
 
Independent Financial Adviser 2.47 mi
We are Independent..... and we care call us on 0151 428
 
Independent Financial Adviser 3.72 mi
We're a friendly team, we understand what's important to you. Read our reviews, get in touch, we'll call within 24hours.