Alexander House Financial Services Ltd

Independent Hilltop Avenue, Buckingham, MK18 1TZ

First meeting at adviser's own cost

Response rating

7.0 /10

28th October 2019

WE work TOGETHER as a partnership to create the perfect 'solution' for all your objectives.

We can advise you on

Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions review
- Pensions transfer
Mortgages
- Equity release
Financial planning
- Wealth management
Investments
- Ethical investments
- ISAs
- Investing for income
- Investment trusts
- OEICs
Savings
- Lump sum
- Regular savings
Insurance & protection
- Accident & sickness
- Critical illness
- Income protection insurance
- Life insurance
Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
Business
- Group protection

Make an enquiry Request a call back 08000 449303 Recommend to a friend

Meet our advisers

Alan Kent DipPFS

Independent Financial Adviser

Qualifications & Accreditations Hide qualifications

CF4 - Retirement Planning (CII)

This examination assesses a knowledge and understanding of the various pension products, the pension tax regime and retirement needs.

Dip PFS - Personal Finance Society Diploma (PFS)

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

CF6 - Certificate in Mortgage Advice (CII)

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.

CF3 - Financial Protection (CII)

This examination assesses a knowledge and understanding of financial protection plans.

CF2 - Investment and Risk (CII)

This examination assesses a knowledge and understanding of investment products and the risks involved.

Where to find us

Hilltop Avenue, Buckingham, MK18 1TZ

Make an enquiry

About us

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.

Our services

“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.”

Make an enquiry Request a call back 08000 449303 Recommend to a friend

We can advise you on

Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions review
- Pensions transfer
Mortgages
- Equity release
Financial planning
- Wealth management
Investments
- Ethical investments
- ISAs
- Investing for income
- Investment trusts
- OEICs
Savings
- Lump sum
- Regular savings
Insurance & protection
- Accident & sickness
- Critical illness
- Income protection insurance
- Life insurance
Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
Business
- Group protection

Advice methods

Telephone
Face to face

Special offers

Choose an Unbiased exclusive special offer:

Preferred clients

Minimum wealth (income/assets)

£20,000

Minimum pension value

£20,000

Minimum mortgage value

£0

Make an enquiry Request a call back 08000 449303 Recommend to a friend

Contact options

Make an enquiry Request
a call back 08000 449303 Recommend to a friend

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