Alexander House Financial Services Ltd

Independent Financial Adviser  1 Cruikshanks Court, Denny, Stirling and falkirk, FK6 5DU
First meeting at adviser's own cost
Providing experienced financial advice remotely - I am an Independent Financial Adviser with over 20 years experience, offering modern thinking, traditional values & transparent advice.
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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Mortgage protection
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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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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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Critical illness
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Healthcare
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Income protection insurance
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Large business
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Life 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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Corporate pension
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Employee benefits
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Group ISA
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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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Group private medical insurance
Response rating
9.0/10
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FCA authorised
Last authorised 21st September 2020
Meet our advisers
Linda Fleming
Independent Financial Adviser

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.

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

About us

Alexander House Financial Services offers independent Financial Advice. You can be confident that you are dealing with one of the UK’s leading firms that is wholly committed to providing you with the best possible advice, service and support. 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.
As an Independent Financial Adviser working within Alexander House I cover the West and Central Belt of Scotland. I have been helping people plan their future financial security for over 20 years. My areas of expertise are; Retirement Planning (both saving for and at/approaching retirement), savings and investment, Protection (including life & critical illness, income and business protection) and Estate Planning.
Our first meeting is at my cost (free to you and without obligation) and is purely to find out a bit more about you and what you objectives are and for you to decide if you are happy for me to provide you with financial advice.

Our services

Our clients are at the heart of everything we do and you can therefore feel confident that we are wholly committed to providing you with the best possible advice, service and support.

Where to find us
Head office address: 1 Cruikshanks Court, Falkirk, FK6 5DU
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face
Compliance

Your home may be repossessed if you do not keep up repayments on your mortgage.

Response rating
9.0/10
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FCA authorised
Last authorised 21st September 2020

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