I had money sitting in a pension fund not doing much I wanted to make it work better for me. Also, I wanted to give my two children some security and also wanted health insurance. Eddy explained very well the different types of savings and the benefits of a pension and why this type of saving would be more beneficial for what I was looking for. he also got me a very good insurance and protection plan. savings and insurance plan in place. Yes. What could they have done better? I Think on this occasion Eddy has done his best to help me to use the money i have available in the most effective way
Samuel White, Cheam
Need advice on buying a property. Help getting better understanding of our current financial situation and if it was possible to invest in a property. Yes. What could they have done better? Could not ask for a better service
Paul Alleman, Bookham
I was looking to get equity release from a small personal pension plan. He was able to carry out the process of changing my personal pension plan from not having to purchase an annuity, to changing it to a cash drawdown plan. Yes. What could they have done better? As things stand at the moment, I cannot see that anything could have been done any better, it has all happened in the timescale that was originally thought.
Nev Weir, France
Alexander House is a National business built on excellent service and traditional values, meaning you can trust us to give you the best financial advice and know you are safe in our care. Our ethics and expertise will enable you to enjoy a journey to financial freedom and we will do this with discipline and determination.
Fundamentally we ‘listen’…. we then ‘assess’ the best solution for your circumstances, and we ‘recommend’ your own unique plan that will add tangible value for many years to come.
With the support and backup of a FTSE250 business called Quilter, we will constantly look to the future, so we can help you successfully negotiate yours. You will be offered the choice between a traditional face-to-face meeting or a 'virtual' Skype/Zoom meeting at a time convenient to you and you will be kept updated of progress throughout the advice process via telephone, email or secure online portal – it’s your choice.
Our business has grown organically through recommendation and referral since it was established in 2013 to now cover the whole of the UK with experienced ‘ethical’ professionals who put your wealth management and preservation needs at the centre of what we do.
We work holistically with individuals and their families to optimise savings and protect both their health and wealth over the long term. In addition, we also support small and medium sized businesses with Pensions, Employee Benefits and Tax efficient solutions, that only an FCA approved Adviser can access.
Our expert team includes CII Chartered Advisers and specialists in Complex Pensions, Divorce, Long Term Care, Equity Release, Mortgages as well as ISA’s, SIPPS and more generic products.
Whether you're planning for retirement, accessing tax free cash, protecting your family or simply keen to reduce your tax bill, our professional and friendly financial advisers would like to help you.
Transferring out of a Final Salary Scheme is unlikely to be in the best interest of most people.
Equity Release will reduce the value of your estate and can affect your eligibility for means tested benefits.
Where to find us
Head office address: The Oval, Banstead, Surrey, KT3 5JE
Chartered Wealth Manager who can assess your current circumstances and then use his extensive knowledge and understanding of all the available financial products and regulations to develop bespoke financial solutions to help you meet your objectives.
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