Alexander House Financial Services Ltd

Independent Financial Adviser 42 Bosworth Road, Swindon, SN5 6AL
First meeting at adviser's own cost
Response rating
9.3 /10
FCA verified
16th September 2019
We are a professional financial advisory service delivering high-quality services to people who need sound and trusted financial advice.
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Buying first home
    • Equity release
    • Next home / Remortgaging
    • Right to buy
    • Self-employed mortgages
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • Employee benefits
    • Group pensions
    • Group protection
    • Long term care
Meet our advisers
Hazel Platt DipPFS
Independent Financial Adviser
Where to find us

42 Bosworth Road, Swindon, SN5 6AL

Make an enquiry
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 Caerus Financial Limited, which is authorised and regulated by the Financial Conduct Authority.

Our services

We are a national, award-winning, Independent Financial Advisers (IFAs) and Wealth Managers who can provide both standard or complex advice on pensions, investments, protection and mortgage products to individuals and businesses. We have local advisers all around the country or you can speak to any of our Specialists on Skype. If you want an honest, friendly and highly knowledgeable advice firm to deal with your affairs in a completely independent and un-conflicted basis- we are the firm to speak to.

Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Compliance

Registered Office: 12 Longbow Close, Pennine Business Park, Huddersfield HD2 1GQ Registered in England & Wales Registered Number: 8350734. Alexander House Financial Services Ltd is an appointed representative of CAERUS Financial Limited, which is authorised and regulated by the Financial Conduct Authority.

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