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  11. Alextra Wealth Management Limited

Alextra Wealth Management Limited

Independent Financial Adviser  7 - 9, Crewe, CW1 6EA
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FCA authorised
Last authorised 16th May 2022
At Alextra, we strive to be “all together better” by offering a one stop comprehensive advisory service that exceeds all of your expectations. We provide Meaningful, Intentional, Financial Planning.
We can advise you on
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Annuity purchase
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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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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Offshore investments
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Unit trusts
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Critical illness
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Long term care
Meet our advisers
MR Steven Pepper
Independent Financial Planner
About us

Alextra Wealth Management Ltd is a highly experienced wealth management team help you to secure your current and financial future.

Our wealth management division helps our private clients on many aspects of financial planning.

This includes giving advice on your current financial strategy and helping to provide a robust plan for expanding and protecting your future wealth.

This service is available to individuals and business owners – as wealth management between the two can often be intrinsically linked.

Our services

Pensions, Investments, Life Insurance - Plan for your future.

Starting your journey - "Building Wealth"

Where next? - "Wealth Management"

Pass it on - "Legacy Planning"

Business - "Profit extraction"

Preferred clients
Minimum wealth (income/assets)
£51,000
Minimum pension value
£101,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Compliance

Registered in England and Wales under reference 05541620

Registered office address: 7-9 Macon Court, Herald Drive, Crewe, Cheshire, United Kingdom, CW1 6EA

7 - 9, Macon Court, Herald Drive, Crewe, CW11 1YE

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