Alexander House Financial Services Ltd

Independent Financial Adviser  Kings Vale, Durham, Durham, DH1 4NG
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FCA authorised
Last authorised 10th February 2020
Friendly, ethical, knowledgeable and professional. Alexander House can look after all your financial needs.
We can advise you on
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Annuity purchase
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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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Unit trusts
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Lump sum
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Regular savings
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Savings for children
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School fees planning
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Capital gains tax
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Estate planning
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Taxation planning
Meet our advisers
Steve Davidson
About us

Alexander House Financial Services is an 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 Caerus Financial Limited, which is authorised and regulated by the Financial Conduct Authority.

Our services

Our Independent status reflects the industry’s standard within Financial Planning. We have satisfied rigorous criteria relating to professional qualifications and ethical good practice to achieve this. You can therefore feel confident that we are wholly committed to providing you with the best possible advice, service and support.

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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    Face to face

Kings Vale, Wallsend, Tyne & Wear, NE28 7JS

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