Alexander House Financial Services Ltd

Independent Financial Adviser 63 Chatburn Road, Lancashire, Clitheroe, BB7 2AW
FCA verified
9th September 2019
Traditional values, modern thinking, transparent advice.
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Bad credit
    • Building your home
    • Buy to let
    • Buying first home
    • High loan to value
    • Next home / Remortgaging
    • Right to buy
    • Self-employed mortgages
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Accident & sickness
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • Commercial mortgages
    • Employee benefits
    • Group pensions
    • Group protection
Meet our advisers
adviser-person
Simon Ross
Independent Financial Adviser
Where to find us

63 Chatburn Road, Lancashire, Clitheroe, BB7 2AW

About us

Alexander House Financial Services is a well-established 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.
But, don’t just take our word for it! Our Chartered status reflects the industry’s gold standard within Financial Planning. This means we have had to satisfy rigorous criteria relating to professional qualifications and ethical good practice in order to achieve this status. You can therefore feel confident that you are dealing with one of the UK’s leading firms which is wholly committed to providing you with the best possible advice, service and support.
We are totally independent, providing a comprehensive range of advice and we are firm believers in the principle of treating our customers fairly. Our focus is to build lasting relationships, working with you to provide long term solutions to all your financial planning needs

Our services

Our Chartered status reflects the industry’s gold standard within Financial Planning. This means we have had to satisfy rigorous criteria relating to professional qualifications and ethical good practice in order to achieve this status. You can therefore feel confident that you are dealing with one of the UK’s leading firms which is 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)
£0
Minimum pension value
£0
Minimum mortgage value
£0
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.

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