Alexander House Financial Services Ltd

Independent Financial Adviser Kings Vale, Wallsend, Tyne & Wear, NE28 7JS
FCA verified
19th August 2019
Friendly, ethical, knowledgeable and professional. Alexander House can look after all your financial needs.
We can advise you on
    • Annuity purchase
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Lump sum
    • Regular savings
    • Capital gains tax
    • Estate planning
Meet our advisers
adviser-person
Steve Davidson
Where to find us

Kings Vale, Wallsend, Tyne & Wear, NE28 7JS

About us

Alexander House Financial Services is an 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

Our Independent status reflects the industry’s standard within Financial Planning. We have satisfied rigorous criteria relating to professional qualifications and ethical good practice to achieve this. 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
Compliance

Registered Office: Unit 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. CAERUS Financial Limited is authorised and regulated by the Financial Conduct Authority, FCA number 497604.

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Friendly, ethical, knowledgeable and professional. Alexander House can look after all your financial needs.