Alextra Wealth Management Limited
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Financial planning
- Wealth management
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Insurance & protection
- Critical illness
- Healthcare
- Income protection insurance
- Life insurance
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Investments
- Ethical investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Socially responsible investments
- Unit trusts
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Pensions & retirement
- Annuity purchase
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
- Stakeholder
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Business
- Group critical illness
- Group income protection
- Group life insurance
- Group private medical insurance
- Group protection
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Long term care
- Long term care
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Savings
- National savings
- Savings for children
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Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
- Taxation planning
7 - 9, Macon Court, Herald Drive, Crewe, Cheshire, CW1 6EA
Alextra Wealth Management Ltd highly experienced wealth management team help individuals secure their 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.
As Independent Financial Planners we listen to you.
A goal without a PLAN is just a wish!
Come and create your plan with us and we can help you live your best life at whatever stage you are at:
Building wealth
Managing wealth
Passing on your wealth to loved ones
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