Response rating
7.0/10
FCA verified
18th September 2017

Alexander House Financial Services Ltd

Independent Financial Adviser 123 Dorchester Road, Swinton, Greater Manchester, Manchester, M27 5NU
First meeting at adviser's own cost
Delivering holistic financial recommendations consistent with client’s goals and aspirations which are clear, easy to understand and tailored for individual.
We can advise you on
    • Buildings and contents
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Small business
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Unit trusts
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Sipps
    • Wealth management
    • Lump sum
    • Estate planning
    • Corporate pension
    • Employee benefits
    • Group critical illness
    • Group income protection
    • Group pensions
    • Group protection
Meet our advisers
Kulsum Begum
What our clients say
We look for an IFA to get better pension advice. She has been brilliant. Excellent very helpful and always willing to listen always there if we need her.
Jarred Collinge, Cheshire
I had three pensions and wanted to know if I should put them together. She advised me to put two pensions together and keep one separate. I was happy with the recommendations. I have had a review and my pension is doing well. I am happy with the advice I have received.
Sharon Mayhew, Oldham, Greater Manchester
Kulsum took the time to explain them and to talk me through the options available to me in full. She helped me to understand the forms, how to fill in etc. Kulsum is always on hand to answer any queries I have and provides the answers in a way that I can understand any legal jargon used that is beyond me. She also takes the time to visit and explain how my plan is doing. Thanks Kulsum.
Noreen Holden, Manchester
Kulsum Begum gone through my case thoroughly and had an open honest discussion with me in details before she suggested me and set my current suitable scheme of "ISA" with Old Mutual over two years ago. Kulsum's regular communications, feedback to any enquiries any time and yearly review are very convenient for me to keep in touch with the investments.
Shabbir Saad, Greater Manchester
Where to find us
About us

Alexander House Financial Services Ltd is a national, award-winning, Chartered, Independent Financial Advisors (IFAs) and Wealth Managers who can provide both standard and/or complex advice on pensions, investments, protection and mortgage products to individuals, corporates, professionals and Expats. We have local advisors all around the country or you can speak to any of our Specialists on Skype. If you want an honest, friendly and highly knowledgeable advice firm to deal with your affairs in a completely independent and un-conflicted basis- we are the firm to speak to. Whether you are saver, investor, protector or borrower, we have specialists who can help guide you clearly and succinctly towards making smarter choices. We will tell you what we are going to do, when we are going to do it and how much it will cost and, to prove it, we will record every interaction with you. We will always be open and honest about our advice and will always tell you the pros and cons and costs of all of our recommendations. As an accredited Chartered Financial Planning Firm which is an important verification of our ethics and professionalism, so you can depend and trust us to be your financial adviser.

Our services

I am an experienced financial adviser with a diverse background in financial services. Since 2002 I have been working directly with major UK banks such as Barclays, RBS and Investment Company like Fidelity Investments. My diverse background and training enables me to help clients pursue their long-term financial goals through comprehensive, individualized financial planning. I help to grow and protect my client’s wealth by designing and implementing tailored, tax efficient, financial solutions and strategies.
I am also Governor in Chatsworth High School & Community College Manchester, also working voluntarily as an Adviser with TPAS ( The Pension Advisory Service ).

Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Compliance

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.

Services
Chartered status is an objective mark of professional standing among all professions. It is awarded to firms who can demonstrate commitment to developing knowledge, enhancing capability and maintaining ethical standards. 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. Our Chartered title means a lot to us. It was not easily achieved, and it takes continuous investment in customer service, quality advice without mistake and commitment to professionalism to maintain.

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. CAERUS Financial Limited is part of the CAERUS Capital Group, which is wholly owned by Intrinsic Financial Services Limited. Old Mutual Wealth Holdings Limited owns 89% of the share capital of Intrinsic Financial Services Limited with the remaining 11% being owned by minority shareholders.

CAERUS Financial Limited is a limited company registered in England and Wales, CAERUS Financial Limited is authorised and regulated by the Financial Conduct Authority. FCA Number 497604.

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