FCA verified
20th November 2017

Alexander House Financial Services Ltd

Independent Financial Adviser Suite 101, 33 Great George Street,, Leeds,, LS1 3AJ
Shaun is Diploma qualified holding DipFA, specialises in visiting clients at home, specifically on Inheritance Tax, Pensions, Protection & Investments
We can advise you on
    • Wealth management
    • 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
    • Accident & sickness
    • Buildings and contents
    • Critical illness
    • Healthcare
    • Home and leisure
    • Income protection insurance
    • Life insurance
    • Payment protection insurance
    • Small business
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Group critical illness
    • Group income protection
    • Group life insurance
    • Group pensions
    • Group protection
    • EEA
    • Equity release
    • Long term care
Meet our advisers
adviser-person
Shaun Connor
IFA
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)
£50,000
Minimum pension value
£50,000
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.

Similar advisers near you

Independent Financial Adviser 2.38 mi
We offer a fee based independent financial planning service with a Chartered Financial Planner.
 
Independent Financial Adviser 2.89 mi
Advice with a Chartered Financial Planner (MCIS), over 16 years specialist experience in all pensions from transfers to auto enrolment.
 
Independent Financial Adviser 3.74 mi
Truly independent financial advice at an affordable cost with the initial consultation at no cost to you.
 
Independent Financial Adviser 7.22 mi
We are diploma qualified IFA's specialising in options at retirement. See our 5 star reviews at independent review site Trustpilot.