Alexander House Financial Services Ltd

Independent Financial Adviser  Suite 101, Doncaster, South yorkshire, DN5 7ZA
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FCA authorised
Last authorised 17th February 2020
Shaun is Diploma qualified holding DipFA, specialises in visiting clients at home, specifically on Inheritance Tax, Pensions, Protection & Investments
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Equity release
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Traded endowment policies
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Buildings and contents
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Critical illness
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Healthcare
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Home and leisure
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Income protection insurance
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Life insurance
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Payment protection insurance
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Small business
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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EEA
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Long term care
Meet our advisers
Shaun Connor
IFA
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.

Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Face to face

Suite 101, 33 Great George Street,, Leeds,, LS1 3AJ

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