Alexander House Financial Services Ltd

Independent Financial Adviser Kings Vale, Wallsend, Tyne & Wear, NE28 7JS
First meeting at adviser's own cost
Response rating
9.7 /10
FCA verified
2nd December 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 & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • SIPPs
    • Stakeholder
    • Wealth management
    • Ethical investments
    • ISA / Unit Trusts / OEICs
    • Investing for income
    • Investment trusts
    • OEICs
    • Unit trusts
    • Lump sum
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Taxation planning
Meet our advisers
Steve Davidson
Where to find us

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

Make an enquiry
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 Quilter 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
Minimum mortgage value
£0

Similar advisers near you

Independent Financial Adviser 0.26 mi
We deliver independent financial planning tailored to you, ensuring you are able to achieve and maintain financial freedom.
 
Restricted - whole of market 0.26 mi
Personal one to one service with the added Technology of True Potential's Personal Client Websites.
 
Restricted - whole of market 0.26 mi
Free no obligation financial planning meeting to look at your existing contracts or create new financial plans.
 
Independent Financial Adviser 1.39 mi
One of the UK’s largest Chartered financial planning firms and rated Number 1 in the Asset Management category on Trustpilot.