Alexander House Financial Services Ltd

Independent Financial Adviser  37 Broomfield Road, Kidderminster, Worcestershire, DY10 4EX
First meeting at adviser's own cost
Providing experienced financial advice remotely - honest, clear, transparent, and coherent planning strategies securing your financial future.
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
Traded endowment policies
check
Unit trusts
check
Lump sum
check
National savings
check
Regular savings
check
Savings for children
check
School fees planning
check
Capital gains tax
check
Estate planning
check
Income tax
check
Taxation planning
check
Corporate pension
check
Employee benefits
check
Group ISA
check
Group Pension/Stakeholder
check
Group Protection/Life Insurance
check
Group critical illness
check
Group income protection
check
Group life insurance
check
Group risk
Response rating
10/10
check
FCA authorised
Last authorised 25th May 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
Head office address: 37 Broomfield Road, Address 2, Coventry, Worcestershire, CV5 6JY
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Response rating
10/10
check
FCA authorised
Last authorised 25th May 2020

Similar advisers near you

Independent Financial Adviser 1.12 mi
Johanne and Julian offer professional financial advice, helping you to secure you and your families future.
 
Independent Financial Adviser 2.55 mi
Offering professional and personal financial solutions across all aspects of financial planning, from pension and investments to mortgages and protection
 
Independent Financial Adviser 5.84 mi
Very simply, my objective is to advise you what I would do if I were you, knowing what I know.
 
Restricted - whole of market 6.3 mi
Financial Planners helping business owners, senior executives and people approaching retirement to achieve their personal and financial goals.