Alexander House Financial Services Ltd

Independent Financial Adviser 71 Droitwich Road, Worcestershire, Worcester, WR3 7HX

First meeting at adviser's own cost

Response rating

9.8 /10

16th September 2019

Honest, clear, transparent, and coherent planning strategies securing your financial future.

We can advise you on

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

Make an enquiry Request a call back 01905 946778 Recommend to a friend

Meet our advisers

Matthew Taylor

Qualifications & Accreditations Hide qualifications

AF3 - Pension Planning (CII)

This examination assesses the candidate to develop in depth financial planning skills related to personal and corporate pensions.

R04 - Pensions and Retirement Planning (CII)

This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.

R02 - Investment Principles (CII)

This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.

R01 - Financial Services, Regulation and Ethics (CII)

This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

Where to find us

71 Droitwich Road, Worcestershire, Worcester, WR3 7HX

Make an enquiry

About us

Alexander House Financial Services Ltd (AHFS) is a national, award-winning, Independent Financial Advisers (IFAs) and Wealth Managers who can provide both standard and/or complex advice on pensions, investments, protection and mortgage products to individuals, corporates, professionals and Expats. We have local advisers all around the country or you can speak to any of our Specialists on Skype. If you want an honest, friendly and highly knowledgeable advice firm to deal with your affairs in a completely independent and un-conflicted basis- we are the firm to speak to.

Our services

There was a time when your word was your bond and you made deals on a handshake. We want to build a business that holds true to those values, meaning you can trust us to give you the best financial advice and know you are safe in our care. Our ethics and expertise will enable you to enjoy a journey to financial freedom, one where you make the right choices for your future - with us guiding you along the way and we will do this with passion and determination.

Compliance

Registered in England & Wales, 12 Longbow Close, Pennine Business Park, Huddersfield, Registered Number: 08350734 :

Alexander House Financial Services Ltd. Is an Appointed Representative of CAERUS Financial Limited which is authorised and regulated by the Financial Conduct Authority.

Make an enquiry Request a call back 01905 946778 Recommend to a friend

We can advise you on

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

Advice methods

Telephone
Online (Live chat, video, email)
Face to face

Special offers

Choose an Unbiased exclusive special offer:

Preferred clients

Minimum wealth (income/assets)

£50,000

Minimum pension value

£50,000

Compliance

Make an enquiry Request a call back 01905 946778 Recommend to a friend

Contact options

Make an enquiry Request
a call back 01905 946778 Recommend to a friend

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