1. Home
  2. breadcrumb-arrow
  3. Find an adviser
  4. breadcrumb-arrow
  5. Yorkshire And The Humber
  6. breadcrumb-arrow
  7. West Yorkshire
  8. breadcrumb-arrow
  9. Leeds
  10. breadcrumb-arrow
  11. Alexander House Financial Services Ltd

Alexander House Financial Services Ltd

Independent Financial Adviser  19 Dean Beck Avenue, West Yorkshire, BD6 1DE
First meeting at adviser's own cost
Leaders in secure remote financial advice - specialising in mortgages, protecting families, retirement & post retirement advice, savings for the future, investments & reducing taxes.
We can advise you on
check
Annuity purchase
check
Auto enrolment
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Stakeholder
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Offshore investments
check
Socially responsible investments
check
Unit trusts
check
Lump sum
check
Regular savings
check
Savings for children
check
School fees planning
check
Accident & sickness
check
Buildings and contents
check
Critical illness
check
Income protection insurance
check
Life insurance
check
Payment protection insurance
check
Capital gains tax
check
Estate planning
check
Income tax
check
Taxation planning
Make an enquiry Request a call back Recommend to a friend
Response rating
9.5/10
phone Show number
check
FCA authorised
Last authorised 26th October 2020
Meet our advisers
Chris Lang
Independent Financial Adviser

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

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

Whether you are a saver, an investor, a protector or a borrower, we have specialists who can help guide you clearly and succinctly towards making smarter choices. We will tell you what we are going to do, when we are going to do it and how much it will cost and, to prove it, we will audio record our interactions with you. We will always be open and honest about our advice and will always tell you the pros and cons and costs of all of our recommendations.

Where to find us
Head office address: 19 Dean Beck Avenue, West Yorkshire, BD6 1DE
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£125,000
Special offers
Choose an Unbiased exclusive special offer:
Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Compliance

Your home may be repossessed if you do not keep up repayments on your mortgage.

Make an enquiry Request a call back Recommend to a friend
Response rating
9.5/10
phone Show number
check
FCA authorised
Last authorised 26th October 2020

Similar advisers near you

Morris Financial Planning Ltd
Independent Financial Adviser 0.16 mi
Specialising in investment, pension & protection planning. Personal tax planning strategies to help minimise tax and maximise wealth.
 
See profile
AFH Wealth Management
Independent Financial Adviser 0.31 mi
I provide a bespoke, personal financial planning and advisory service tailored and unique to you. I believe that the cornerstone of effective financial planning is the recognition that everyone’s economic and life situation is unique.
 
See profile
VSL Wealth Management
Independent Financial Adviser 0.52 mi
Provide well rounded advice to personal and business clients: Investment/savings, retirement & pensions, protection, and estate planning
 
See profile
Mark Lightfoot
Restricted - whole of market 0.64 mi
Retirement and Pension Specialist, locally based, over 21 years experience, call today for a free consultation on informal chat.
 
See profile

Legal information

While unbiased.co.uk endeavours to verify the information provided as thoroughly as possible, it is your responsibility to ensure the adviser you choose is appropriate and regulated for the business you are transacting.
Any decision to transact business is made by you on the basis of your own enquiries. To check that an adviser is regulated, you can contact the relevant regulatory or professional body.

Access to and use of this online IFA directory is subject to unbiased.co.uk website terms and conditions and privacy policy.