Alextra Wealth Management Limited

Independent Financial Adviser  7 - 9, Sandbach, Cheshire, CW11 1YE
First meeting at adviser's own cost
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
check
Annuity purchase
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
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Offshore investments
check
Unit trusts
check
Critical illness
check
Income protection insurance
check
Life insurance
check
Capital gains tax
check
Estate planning
check
Income tax
check
Taxation planning
check
Long term care
Response rating
9.1/10
check
FCA authorised
Last authorised 28th September 2020
Meet our advisers
Steven Pepper
Independent Financial Planner

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

This qualification assesses a knowledge and understanding of an ability to analyse financial protection planning issues.

This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.

This qualification assessed the knowledge and understanding of the UK regulation environment in the financial services industry together with types of mortgage products and repayment options and the giving of mortgage advice.

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.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

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

This examination assesses the candidate to develop in depth financial planning skills related to investments and the management of investment portfolios.

This examination assesses a knowledge and understanding of the different types of equity release products, risks to the consumer associated with equity release and application of suitable equity release solutions according to the circumstances of different customers.

At the end of this unit, candidates should be able to demonstrate an understanding of the: process of decumulating pension funds and the main issues for clients and advisers; main choices facing members of pensions schemes during decumulation; features, risks and tax treatment of the secured pension option; features, risks and tax treatment of the unsecured pension option; features, risks and tax treatment of phased retirement; features, risks and tax treatment of the alternatively secured pension option.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, long term care insurance products and the giving of long term care insurance advice.

At the end of this unit candidates should be able to analyse and apply financial information and portfolio management skills

This qualification assesses a knowledge and understanding of recent pension reforms and how the changes impact at-retirement advice.

This exam accesses understanding of the financial services and their regulation.

This exam accesses understanding of protection, savings and investment products.

This exam accesses understanding of identifying and satisfying client needs.

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"

Where to find us
Head office address: 7 - 9, Macon Court, Herald Drive, Crewe, Cheshire, CW1 6EA
Service coverage
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    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

Response rating
9.1/10
check
FCA authorised
Last authorised 28th September 2020

Similar advisers near you

Independent Financial Adviser 0.4 mi
We feel that we can make a positive difference to the finances of our clients
 
Restricted - whole of market 0.6 mi
We offer a specialist advised service covering all your options at retirement, including Annuities, Flexible Drawdown, and Defined Benefit transfers. We also offer a full financial planning service incorporating Inheritance Tax Planning, Investment Advice
 
Independent Financial Adviser 1 mi
We offer a holistic range of financial solutions, aligned precisely with the needs of our clients.
 
Independent Financial Adviser 3.86 mi
ClearPlan provides tailored Independent Chartered Financial Planning solutions. We guide our clients to achieve financial security through informed decision making.