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
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 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
Eddy is diploma qualified and one of Alexander House’ founding Independent Financial Advisers. He began his career in the financial services industry in 1989 with the Prudential. Since then Eddy has progressed to working with high net worth clients and has a proven ability to manage and grow successful portfolios. Our ethics and expertise will enable you to enjoy a journey to financial freedom, one where you make the right choices for your future - with us guiding you along the way. We will do this with passion and determination, so you can trust us to be your financial adviser. We will always look at ways of using technology and innovation to make sure you get what you need when you need it, and for a price, you can afford. We started this journey, so you can be assured we will never stop looking for ways to improve what we do for you.
Whether you are a saver, an investor, a protector or a 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 audio record our interactions 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.
Where to find us
Head office address: The Oval, Banstead, Surrey, SM7 2RA
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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