Alextra Wealth Management Limited

Independent Financial Adviser  7 - 9, Crewe, Cheshire, CW1 6EA
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FCA authorised
Last authorised 6th July 2020
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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Ethical investments
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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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Socially responsible investments
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Unit trusts
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National savings
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Savings for children
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Critical illness
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Healthcare
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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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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Long term care
Meet our advisers
Steven Pepper
Independent Financial Planner
About us

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.

Our services

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

Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
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 <phone number hidden>

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

7 - 9, Macon Court, Herald Drive, Crewe, Cheshire, CW1 6EA

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