Alexander House Financial Services Ltd

Independent Financial Adviser 90 Hudddersfield Road, Meltham, Holmfirth, HD9 4AG
First meeting at adviser's own cost
Response rating
9.4 /10
FCA verified
12th August 2019
Financial advice for all your pension and investment needs. Pension drawdown advice for those nearing retirement.
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Payment protection insurance
    • Capital gains tax
    • Estate planning
    • Income tax
Meet our advisers
Harjit Toor
Independent Financial Adviser
What our clients say
Very professional, gave me pension advice and everything has gone fine so far. Would highly recommend.
Sophie, Huddersfield
Very communicative, kept in touch all the way and help me sort out my pension.
Sharon, Huddersfield
Really good service. Explained everything and has kept in touch.
Sam, Marsden
Where to find us

90 Hudddersfield Road, Meltham, Holmfirth, HD9 4AG

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 Quilter Financial Limited, which is authorised and regulated by the Financial Conduct Authority.

Our services

We are highly professional, well qualified and aim to provide ethical good practice. You can therefore feel confident that we are wholly committed to providing you with the best possible advice, service and support.

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 in England & Wales, 12 Longbow Close Pennine Business Park, Huddersfield, West Yorkshire, HD2 1GQ, Registered Number: 08350734

Alexander House Financial Services Ltd is an appointed representative of CAERUS Financial Limited which is authorised and regulated by the Financial Conduct Authority and is entered on the FCA register https://register.fca.org.uk/ under reference 497604.

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