Alexander House Financial Services Ltd

Independent Financial Adviser Camberwell New Rd, London, SE5 0SU

First meeting at adviser's own cost

Response rating

10/10

16th July 2018

It's very important to meet an Adviser who will take the time to discuss your personal needs.

We can advise you on

Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Sipps
- Stakeholder
Business
- Corporate pension
- Group critical illness
- Group pensions
Expatriate finances
- EEA
Financial planning
- Wealth management
Insurance & protection
- Accident & sickness
- Buildings and contents
- Critical illness
- Income protection insurance
- Life insurance
- Small business
Investments
- Ethical investments
- Investing for income
- ISAs
- OEICs
- Socially responsible investments
- Unit trusts
Long term care
- Long term care
Mortgages
- Buy to let
- First time buyers
- High loan to value
- Remortgage
- Residential
- Self employed
Savings
- Lump sum
- Regular savings
Tax & trust planning
- Estate planning

Meet our advisers

Stuart Anthony

Chartered Financial Planner

Qualifications & Accreditations Hide qualifications

R08 - Pensions Update Programme

This qualification assesses a knowledge and understanding of recent pension reforms and how the changes impact at-retirement advice.

FSRE - Financial Services, Regulation and Ethics (IFS)

This qualification assesses the understanding of the commercial and regulatory financial services environment, the role and legal obligations of regulated advisers and key concepts of risk and ethics.

DipFA - Diploma for Financial Advisers (IFS)

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

CeMAP - Certificate in Mortgage Advice and Practice (IFS)

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

CeFa - Certificate for Financial Advisers

This qualification assess a knowledge and understanding of the Financial Services environment, UK Financial Services and Regulation, the principles of investment, investment products, financial protection, retirement planning and investment advice knowledge.

AdvDipFA - Advance Diploma in Financial Advice (IFS)

This qualification is for those individuals that wish to undertake additional qualifications above the benchmark requirement and covers investment strategies, taxation, trusts and later life planning.

Accreditations

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.

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.

We can advise you on

Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Sipps
- Stakeholder
Business
- Corporate pension
- Group critical illness
- Group pensions
Expatriate finances
- EEA
Financial planning
- Wealth management
Insurance & protection
- Accident & sickness
- Buildings and contents
- Critical illness
- Income protection insurance
- Life insurance
- Small business
Investments
- Ethical investments
- Investing for income
- ISAs
- OEICs
- Socially responsible investments
- Unit trusts
Long term care
- Long term care
Mortgages
- Buy to let
- First time buyers
- High loan to value
- Remortgage
- Residential
- Self employed
Savings
- Lump sum
- Regular savings
Tax & trust planning
- Estate planning

Advice methods

Telephone
Face to face

Preferred clients

Minimum wealth (income/assets)

£250,000

Minimum pension value

£50,000

Minimum mortgage value

£125,000

Compliance

Contact options

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