FCA verified
18th September 2017

Alexander House Financial Services Ltd

Independent Financial Adviser 63 Chatburn Road, Lancashire, Clitheroe, BB7 2AW
Traditional values, modern thinking, transparent advice.
We can advise you on
    • Commercial mortgages
    • 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
    • Wealth management
    • Accident & sickness
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Traded endowment policies
    • Unit trusts
    • Buy to let
    • First time buyers
    • High loan to value
    • Remortgage
    • Residential
    • Right to buy
    • Self build
    • Self employed
    • Sub prime
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
Meet our advisers
adviser-person
Simon Ross
Independent Financial Adviser
Where to find us
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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