This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.
AF3 - Pension Planning (CII)
This examination assesses the candidate to develop in depth financial planning skills related to personal and corporate pensions.
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.
R04 - Pensions and Retirement Planning (CII)
This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.
What our clients say
Matt was recommended to me by a friend. I have always approached seeking the help of a Financial Adviser with trepidation in the past over concerns of how much value they might add for the fees incurred. I can honestly say that once we had agreed on the fees, which were very clearly spelled out, the reduction in tax and ideas discussed have provided me with great confidence with my financial future, and look forward to working with Matt further. What could they have done better? I'm not sure Matt could have done better - he confirmed some investments as sound and gave great advice
Rex Stenner, Worcester
I have a great respect for Matt and over time i have gained a great relationship that has been able to explain a complex subject in plain english the options and present all options.i only do business with people i like and trust and Matt more than covers both of these and is someone i have and would recommend to anyone. What could they have done better? Absolutely nothing. Matt took the time to fit around our busy business and personal life and was both patient and excellent in his execution of documents and options and kept us well informed all through the process.
Approaching retirement I wished advice on my savings, investments and pensions in view of the regulatory changes. He carried out a thorough review of my investments and personal/occupational pensions and took on board my needs and circumstances. I have received a detailed report - the conclusions of which I am in agreement with and are currently being acted on
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.
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: 71 Droitwich Road, Worcestershire, WR3 7HX
Our mission is to provide clear, honest, no-nonsense financial solutions. Helping our clients achieve their financial ambitions via a holistic approach to financial planning bespoke to each individual.
We are still providing advice during these uncertain times, but are choosing not to meet with clients to try to ensure our mutual safety.
Please email us should you require financial advice.
Our specialisations lie within constructing tax efficient investment portfolios and retirement planning, be it 'saving for' or 'at retirement' solutions*
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