Alexander House Financial Services Ltd

Independent Financial Adviser The Coppice, Groomscroft, Hawarden, Flintshire, Deeside, CH5 3EL
First meeting at adviser's own cost
Response rating
7.0/10
FCA verified
12th November 2018
Helping everyone achieve financial independence
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
    • 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
Gareth Higton BSc (Hons) CeFA DipPFS
Independent Financial Adviser (North West)
What our clients say
Gareth was appointed to take full responsibility for setting up the auto-enrolment provision of staff pensions in the Society, within a strict timetable. He has promptly answered all questions/queries and, on his current performance, has given the Trustees every confidence that the Society will deliver its Pension auto-enrolment on time.
Eric, Wirral
Gareth was punctual and had a pleasant manner.He was informative and made things easy to understand.
Sean, Merseyside
divorce and armed forces pension split. He was always available to speak to and would return and answer any queries I had either by phone or email. It is now resolved after what feels like an age, though the time frame was nothing to do with Gareth, it was just the matrimonial situation.
Pamela, Merseyside
We were due to go into auto enrolment on 1st August this year. I went to a seminar on auto enrolment and I realised I needed independent advise to help choose the right workplace pension for my employees and to make sure we staged successfully. He did some research and chose a pension scheme for us. The pension scheme he chose lost its approval from HMRC only 2 weeks before we were due to stage. Fortunately, Gareth had kept a pension scheme as a back up and we still managed to stage on time. Gareth also liaised with our payroll providers. We were our payroll provider's 'guinea pigs' for auto enrolment but Gareth helped to smooth out any problems. Gareth also gave advice to any employees with existing pension schemes on whether or not it would be beneficial to transfer it into the new workplace pension. I have since transferred my own pension scheme into the new workplace pension scheme. We have successfully 'staged' as a company and my employees seem to be happy with the workplace pension scheme. They can access their own private online portals. Only one person has opted out of the pension scheme-someone who has gone on maternity leave for a year. I expect that she will rejoin the pension scheme when she returns. Some employees have increased their contributions. I chose to transfer my own pension into the new workplace pension as Gareth explained how much I would be saving every year with the lower charges and also how the pension provider lowers the risk of your portfolio as you get nearer to retirement age. The new workplace pension has achieved similar growth over the last five years to my previous pension-although I realise that this is not necessarily a guide to future performance. Also I can access my own private online portal at any time to see how the pension is performing.
Christine, Merseyside
Where to find us

The Coppice, Groomscroft, Hawarden, Flintshire, Deeside, CH5 3EL

Contact 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
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
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, which is authorised and regulated by the Financial Conduct Authority.

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