Alexander House Financial Services Ltd

Independent Financial Adviser  90 Hudddersfield Road, Heslington, North yorkshire, YO10 5DD
First meeting at adviser's own cost
Nearing retirement can be both an exciting and a daunting time. I can help you with simple straightforward independent 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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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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Traded endowment policies
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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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Commercial motor
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Critical illness
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Healthcare
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Home and leisure
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Income protection insurance
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Large business
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Life insurance
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Payment protection insurance
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Small business
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Travel
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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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Commercial mortgages
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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
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Group risk
Response rating
9.3/10
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FCA authorised
Last authorised 23rd March 2020
Meet our advisers
Harjit Toor
Independent Financial Adviser
What our clients say
Very professional, gave me pension advice and everything has gone fine so far. Would highly recommend.
Sophie, Huddersfield
Really good service. Explained everything and has kept in touch.
Sam, Marsden
Very communicative, kept in touch all the way and help me sort out my pension.
Sharon, Huddersfield
About us

Alexander House Financial Services is a pioneering 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 Quilter Financial Limited, which is authorised and regulated by the Financial Conduct Authority.

Our services

We are highly professional, well qualified and aim to provide ethical good practice. 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

90 Hudddersfield Road, Meltham, Holmfirth, HD9 4AG

Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
9.3/10
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FCA authorised
Last authorised 23rd March 2020

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