Response rating
10/10
FCA verified
18th September 2017

Alexander House Financial Services Ltd

Independent Financial Adviser 71 Droitwich Road, Worcestershire, Worcester, WR3 7HX
First meeting at adviser's own cost
Honest, clear, transparent, and coherent planning strategies securing your financial future.
We can advise you on
    • Corporate pension
    • Employee benefits
    • Group critical illness
    • Group income protection
    • Group life insurance
    • Group pensions
    • Group protection
    • Group risk
    • Wealth management
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Accident & sickness
    • Buildings and contents
    • 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
    • Income tax
    • Taxation planning
Meet our advisers
Matthew Taylor
Independent Financial Adviser
What our clients say
Matthew took a huge bundle of assorted loans, mortgages and pensions and sorted them all out for us. We ended up paying out less money on the loans and mortgages, and earning more on our pensions. As a result of Matthew's advice and assistance, we have a far former grip on our finances.
Nick, Jersey
Matt Taylor took over my financial affairs on a personal basis when I retired from The Spectator magazine in October 2014. I had known Matt in a genera way for some time as he was connected to the company responsible for handling The Spectator staff pensions scheme.. He was invariably happy and willing to explain the options available to me both within the pensions scheme and beyond it. It seemed natural to ask him to take me on as a private client with a brief to maximising investments on my savings and to ensure the provision of a good return in future years from the pensions monies that became available to me.He has done so in an entirely satisfactory manner. I am confident that I am in good hands. I am very happy to recommend his enthusiasm, care and expertise.Paul BentleyLondon W5 What could they have done better? n/a
Paul B, London W5
Matt has recently provided my wife and I with excellent advice and guidance on our personal pensions. He was very professional and good at communicating the information we needed in a timely manner. I have known Matt for some time and have and would continue to recommend him to others who require independent financial advice. What could they have done better? Matt couldn't have been more helpful in his approach, there is nothing he could have done more to assist us in our requirements.
Jody S, Dalgety Bay
I have known Matthew for a number of years as my financial adviser. I cannot recommend him highly enough for his considered, personable and professional advice. I have dealt with him for mortgages, pensions and life cover. He has an attention to detail and ability to listen to the client, genuinely advising with your best interests at heart. Matthew can be relied on for good sound financial advice. At a pressured time during a property purchase, Matthew was, as always, pragmatic and reassuring. However, he went above and beyond normal client expectations in his willingness to go that extra mile. He delivered documents on more than one occasion, in person, in order to ensure we gained the best deal before close of business. He ensured the best outcome for me and continues to do so. Highly recommended by me! What could they have done better? Nothing. He was thorough, honest and professional with sound and considered advice
Stu, Jersey
Matt was recommended to me by a friend. I have always approached seeking the help of a Financial Adviser with trepidation in the past over concerns of how much value they might add for the fees incurred. I can honestly say that once we had agreed on the fees, which were very clearly spelled out, the reduction in tax and ideas discussed have provided me with great confidence with my financial future, and look forward to working with Matt further. What could they have done better? I'm not sure Matt could have done better - he confirmed some investments as sound and gave great advice
Rex Stenner, Worcester
I have a great respect for Matt and over time i have gained a great relationship that has been able to explain a complex subject in plain english the options and present all options.i only do business with people i like and trust and Matt more than covers both of these and is someone i have and would recommend to anyone. What could they have done better? Absolutely nothing. Matt took the time to fit around our busy business and personal life and was both patient and excellent in his execution of documents and options and kept us well informed all through the process.
Andrew, Worcester
Approaching retirement I wished advice on my savings, investments and pensions in view of the regulatory changes. He carried out a thorough review of my investments and personal/occupational pensions and took on board my needs and circumstances. I have received a detailed report - the conclusions of which I am in agreement with and are currently being acted on
Kate, Evesham
Where to find us
About us

Alexander House Financial Services is a pioneering Chartered 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.

Our services

Our Chartered status reflects the industry’s gold standard within Financial Planning. We have satisfied rigorous criteria relating to professional qualifications and ethical good practice to achieve this. You can therefore feel confident that we are wholly committed to providing you with the best possible advice, service and support.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Compliance

Registered Office: 3 More London Riverside, London, SE1 2RE Registered in England & Wales Registered Number: 8350734. Alexander House Financial Services Ltd is an appointed representative of CAERUS Financial Limited, which is authorised and regulated by the Financial Conduct Authority.

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