Alexander House Financial Services Ltd

Independent Financial Adviser  71 Droitwich Road, Coventry, West midlands, CV4 7PS
First meeting at adviser's own cost
Honest, clear, transparent, and coherent planning strategies securing your financial future.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions review
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Pensions transfer
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Socially responsible investments
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Lump sum
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Regular savings
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Accident & sickness
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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Payment protection insurance
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Capital gains tax
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Estate planning
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Income tax
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Commercial mortgages
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Employee benefits
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Group Pension/Stakeholder
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Group Protection/Life Insurance
Response rating
9.6/10
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FCA authorised
Last authorised 20th January 2020
Meet our advisers
Matthew Taylor

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

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

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

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

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 and professionals. 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.

Where to find us

71 Droitwich Road, Worcestershire, Worcester, WR3 7HX

Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
9.6/10
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FCA authorised
Last authorised 20th January 2020

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