Alexander House Financial Services Ltd
This examination assesses a knowledge and understanding of the various pension products, the pension tax regime and retirement needs.
This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.
This examination assesses a knowledge and understanding of financial protection plans.
This examination assesses a knowledge and understanding of investment products and the risks involved.
Is this how YOU feel?
..."I dont really understand pensions and investments"
..."am I doing the right things?"
"...are there opportunities I have missed?"
"...what should I do right now?"
"...I dont want to make mistakes with my money"
"...I need some help with all of this!!!"
“Honesty, Integrity, Clarity and attention to detail are my key to great advice.
I try to ensure that the complex issues are fully understood, and I take 'AS LONG AS IT TAKES', to get 'the advice absolutely right for YOU
This is the area that I work in.
Oxford, Bicester, Witney, Abigdon, Didcot,
Watlington, Wallingford and all other towns and Villages in Oxfordshire
These are the advice areas I work in:
Personal Pensions & Work Pensions.
Equity Release
Investments,
Personal & Business Life assurance.
Equity Release will reduce the value of your estate and can affect your eligibility for means tested benefits.
“I meet you face to face (in your home or place or work) to discuss your objectives and your existing situation. I take a lot of time to work with you to refine my understanding, and to ensure you understand everything.
We work to get to the most appropriate ‘solution’ or ‘solutions’, and I will take as long as necessary to achieve that.”
Hilltop Avenue, Buckingham, MK18 1TZ
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Telephone
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Face to face
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