Response rating
9.0/10
FCA verified
13th November 2017

Alexander House Financial Services Ltd

Independent Financial Adviser 26 Azalea Road, Wick St Lawrence, Weston Super Mare, BS22 9TJ
First meeting at adviser's own cost
Have you lost your financial adviser? Everybody deserves an hour of my time to see how I may help them.
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
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Accident & sickness
    • Buildings and contents
    • Commercial motor
    • Critical illness
    • Healthcare
    • Home and leisure
    • Income protection insurance
    • Large business
    • Life insurance
    • Payment protection insurance
    • Small business
    • Travel
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Traded endowment policies
    • Unit trusts
    • Long term care
    • Buy to let
    • Commercial for individuals
    • Equity release
    • First time buyers
    • Flexible
    • High loan to value
    • Home reversion
    • Overseas
    • Remortgage
    • Residential
    • Right to buy
    • Self build
    • Self employed
    • Sub prime
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
Meet our advisers
Simon Brannigan
Where to find us
About us

I have worked in the financial services profession for over 30 years and been an Independent Financial Adviser for the last 18 years.
I specialise in Lifestyle Financial Planning for my clients ensuring that they never run out of money during their lifetime and implementing Legacy Plans to ensure my clients estates go exactly how and where they want them to. I also work with business owners of SME’s ensuring the business can continue if disaster strikes the partners or directors. Ask me about the best methods of extracting profits from your Ltd company!

Our services

In a word "Protection". I protect your wealth now and for your future generations later on. I protect your loved ones with provision after you have gone and I protect your own interests at the point that you may no longer be able to act for yourself. I give you an opportunity to see into your financial future and if you don't like what you see I can provide advice and guidance on how best to change it for the better.

Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£125,000
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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