Alexander House Financial Planning Ltd

Restricted - Whole of Market  The Oval, Banstead, Surrey, SM7 2RA
First meeting at adviser's own cost
Providing experienced financial advice remotely - friendly, ethical, knowledgeable, and professional. Alexander House can look after all your financial needs.
We can advise you on
check
Annuity purchase
check
Auto enrolment
check
Defined benefit
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Stakeholder
check
Bad credit
check
Building your home
check
Buy my next home
check
Buy to let
check
Buying first home
check
Buying overseas
check
Equity release
check
Flexible mortgages
check
High loan to value
check
Mortgage protection
check
Next home / Remortgaging
check
Right to buy
check
Self-employed mortgages
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Offshore investments
check
Socially responsible investments
check
Unit trusts
check
Lump sum
check
Regular savings
check
Savings for children
check
School fees planning
check
Accident & sickness
check
Buildings and contents
check
Critical illness
check
Home and leisure
check
Income protection insurance
check
Large business
check
Life insurance
check
Payment protection insurance
check
Small business
check
Capital gains tax
check
Estate planning
check
Income tax
check
Taxation planning
check
Corporate pension
check
Employee benefits
check
Group ISA
check
Group Pension/Stakeholder
check
Group Protection/Life Insurance
check
Group critical illness
check
Group income protection
check
Group life insurance
check
Group private medical insurance
check
Group risk
check
Sharia finance
check
Long term care
Adviser unavailable
This adviser is currently out of office and not available for contact
check
FCA authorised
Last authorised 25th October 2021
Meet our advisers
MR Eddy Humphreys DipPFS
Independent Financial advisor
Bill Eadie
Financial Adviser
Colin Thomson
Financial Adviser
John Cockerell
Financial Adviser
Paul Cryan
Financial Adviser
Nick Davies
Financial Adviser
Michael Donkor
Financial Adviser
Mike Chase
Financial Adviser
Nigel Forde
Financial Adviser
Hiren Patel
Financial Adviser
Amandeep Kooner
Financial Adviser
Simon Searl
Financial Adviser
Bhupinder Singh
Financial Adviser
Chate Dosanjh
Financial Adviser
Kevin Yim
Financial Adviser
Jasbir Singh
Financial Adviser
What our clients say
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
About us

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.

Our services

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, SM7 2RA
Preferred clients
Minimum wealth (income/assets)
£51,000
Minimum pension value
£51,000
Minimum mortgage value
£151,000
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Adviser unavailable
This adviser is currently out of office and not available for contact
check
FCA authorised
Last authorised 25th October 2021

Similar advisers near you

Independent Financial Adviser 0.64 mi
Independent, Chartered financial planning firm, as well as our normal face to face meeting we are offering online and telephone advice, in response to Coronavirus. We’re here to support you.
 
Restricted - whole of market 0.73 mi
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.
 
Independent Financial Adviser 0.82 mi
Our mission is to improve the returns of your pensions & investments by minimising costs & maximising the value of financial advice.
 
Independent Financial Adviser 0.83 mi
We are a Chartered Financial Planning firm, providing consultancy to our clients to understand the options available to them and how the decisions they make now could impact their financial future. We have offices in Kent, Surrey, Essex, Berks, Hants