Amandeep Kooner - Alexander House Financial Planning Ltd

Alexander House is a National business built on excellent service and traditional values, meaning you can trust Amandeep to give you the best financial advice and know you are safe in our care.

After originally earning her Degree in Psychology, Amandeep has been working in financial services for almost a decade gaining a range of qualifications including Diploma Level 4 in Financial Advice from the Chartered Insurance Institute, the Certificate in Mortgage Advice & Practice and Certificate in Financial Advice from the Society of Will Writers - Amandeep is hard working, diligent and committed to achieving CII Chartered status with Alexander House.

Over the past ten years Amandeep has gained significant experience in all aspects of Financial Planning which underpins her expertise across holistic advice to include Personal and Corporate Pensions, SIPPS, Income drawdown, Investments & Isa’s, Mortgages and Personal and Key Persons protection cover.

Amandeep works ‘holistically’ with individuals and their families to optimise savings and protect both their health and wealth over the long term. In addition, she will also support small and medium sized businesses.

With the support and backup of a FTSE250 business called Quilter Planning Network, Amandeep and Alexander House will constantly look to the future, so we can help clients successfully negotiate theirs. Clients are each offered the choice between a traditional face-to-face meeting or a 'virtual' Teams/Zoom meeting and will be kept updated of progress throughout the advice process.

Away from work, Amandeep has actively been involved in organising and participating in Charity events. She was selected to represent Lloyds City Office as a Charity Champion whereby she organised many events including Bake sales, McMillian coffee mornings, Children in Need fundraisers. She also completed the McMillan 26 mile challenge. When not working or undertaking Charity fundraising, Amandeep enjoys hiking and spending time with her family……indeed her next venture is to climb Mount Kilimanjaro.