Alexander House Financial Services Ltd

Independent Financial Adviser 71 Droitwich Road, Worcestershire, Worcester, WR3 7HX
First meeting at adviser's own cost
Response rating
9.8 /10
FCA verified
19th August 2019
Honest, clear, transparent, and coherent planning strategies securing your financial future.
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
    • Payment protection insurance
    • Estate planning
    • Income tax
    • Employee benefits
    • Group pensions
    • Group protection
Meet our advisers
Matthew Taylor
Independent Financial Adviser
What our clients say
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
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

71 Droitwich Road, Worcestershire, Worcester, WR3 7HX

Make an enquiry
About us

Alexander House Financial Services Ltd (AHFS) is a national, award-winning, Independent Financial Advisers (IFAs) and Wealth Managers who can provide both standard and/or complex advice on pensions, investments, protection and mortgage products to individuals, corporates, professionals and Expats. We have local advisers all around the country or you can speak to any of our Specialists on Skype. If you want an honest, friendly and highly knowledgeable advice firm to deal with your affairs in a completely independent and un-conflicted basis- we are the firm to speak to.

Our services

There was a time when your word was your bond and you made deals on a handshake. We want to build a business that holds true to those values, meaning you can trust us to give you the best financial advice and know you are safe in our care. Our ethics and expertise will enable you to enjoy a journey to financial freedom, one where you make the right choices for your future - with us guiding you along the way and we will do this with passion and determination.

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

Registered in England & Wales, 12 Longbow Close, Pennine Business Park, Huddersfield, Registered Number: 08350734 :

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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