Alexander House Financial Services Ltd

Independent Financial Adviser  Business Development Coordinator, Oxford, Oxfordshire, OX1 2BQ
First meeting at adviser's own cost
WE work TOGETHER as a partnership to create the perfect 'solution' for all your objectives.
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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Buy my next home
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Equity release
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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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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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Buildings and contents
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Critical illness
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Income protection insurance
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Large business
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Life insurance
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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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Group Protection/Life Insurance
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Group life insurance
Response rating
7.0/10
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FCA authorised
Last authorised 30th March 2020
Meet our advisers
Alan Kent DipFA
Independent Financial Adviser

This examination assesses a knowledge and understanding of the various pension products, the pension tax regime and retirement needs.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

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

This examination assesses a knowledge and understanding of financial protection plans.

This examination assesses a knowledge and understanding of investment products and the risks involved.

About us

Is this how YOU feel?
..."I dont really understand pensions and investments"
..."am I doing the right things?"
"...are there opportunities I have missed?"
"...what should I do right now?"
"...I dont want to make mistakes with my money"
"...I need some help with all of this!!!"

“Honesty, Integrity, Clarity and attention to detail are my key to great advice.
I try to ensure that the complex issues are fully understood, and I take 'AS LONG AS IT TAKES', to get 'the advice absolutely right for YOU
This is the area that I work in.
Oxford, Bicester, Witney, Abigdon, Didcot,
Watlington, Wallingford and all other towns and Villages in Oxfordshire

These are the advice areas I work in:
Personal Pensions & Work Pensions.
Equity Release
Investments,
Personal & Business Life assurance.

Equity Release will reduce the value of your estate and can affect your eligibility for means tested benefits.

Our services

“I meet you face to face (in your home or place or work) to discuss your objectives and your existing situation. I take a lot of time to work with you to refine my understanding, and to ensure you understand everything.
We work to get to the most appropriate ‘solution’ or ‘solutions’, and I will take as long as necessary to achieve that.”

Where to find us
Head office address: Business Development Coordinator, Hilltop Avenue, Buckingham, Buckinghamshire, MK18 1TZ
Preferred clients
Minimum wealth (income/assets)
£20,000
Minimum pension value
£20,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Face to face
Response rating
7.0/10
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FCA authorised
Last authorised 30th March 2020

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