I provide friendly, low-cost, easily understood planning for individual clients. Specializing in Pensions Planning, Drawdown, Long term Investments & Residential/BTL mortgages. Based in Alcester for office appointments and work throughout the Midlands
This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.
R05 - Financial Protection (CII)
chevron_up
This qualification assesses a knowledge and understanding of an ability to analyse financial protection planning issues.
R03 - Personal Taxation (CII)
chevron_up
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.
MAQ - Mortgage Advice Qualification (CII)
chevron_up
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.
R01 - Financial Services, Regulation and Ethics (CII)
chevron_up
This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.
Dip PFS - Personal Finance Society Diploma (PFS)
chevron_up
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
R04 - Pensions and Retirement Planning (CII)
chevron_up
This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.
What our clients say
Alan is a first class IFA with particular expertise in the areas of pensions and investments. He actively manages the funds he has care of, on behalf of his clients, giving regular feedback and suggestions.
Richard Anderson, Stratford Upon Avon
I've been referring clients to Alan since 2004, and have always been pleased with the compliments they feedback to me. The qualities I look for in an IFA are, integrity, expertise, professionalism and an ability discuss complex financial products in a way we can all understand. Alan possesses all these qualities in abundance, which is why he has been so successful. If you have a query on pensions, investments, SIPPS, income protection, critical illness, mortgages, or any other financial product, then give Alan a call for trustworthy advice that helps to maximise your wealth.
Paul Woodcock, Lichfield
I've known Alan for a few years now and he's provided my clients and me with great service both on pensions and mortgage work. Highly recommended.
Tej Saran, Coventry
Alan is a very knowledgeable and extremely personable Financial Adviser. He has helped me out with mortgage and other financial advice several times and his recommendations are always sound. He doesn't try to push anything on you that you don't want, responds quickly and at very short notice, and always goes out of way to do what you ask for.
Sharon Gaskin, Droitwich
Alan is an excellent IFA whom I am pleased to recommend.
Bill Leech
Bill Leech, Henley In Arden
I have worked with Alan on many occasions over the last 12 months now and have found him to be thorough and extremely knowledgable in the work he undertakes.
Richard Baxter, Sheffield
Alan and I worked together for a a mutual client in the purchase a Commercial Property via their self invested pension schemes. It was a lengthy and complicated transaction and Alan worked hard to keep all parties up to speed and ensure all parties fully understood what was involved. I can recommend her for his expertise in pensions, attention to detail and patience in successfully completing this transaction.
Elizabeth Williams, Kenilworth
We wouldn't hesitate to recommend your services to friends & family. Best wishes for a happy Christmas & a prosperous 2020.
Best wishes Janice & John
Acquaheat Ltd
Gas & Heating
Installations & Servicing
John Garde - Acquaheat Ltd, Lichfield
About us
I have worked in Warwickshire as an IFA since 2003.
The company I represent (Bruce Bennett trading as Beneficial Financial Management) has been established for almost 30 years
With a Head Office in Leicester, the group has expertise in all areas and can provide specialist services such as DB Pension Transfers, Equity Release Mortgages, and Long Term Care Planning.
Alan provides friendly, competitive cost, easily understood advice, and planning for individual clients.
I specialize in Pension Planning (consolidation of schemes, future planning, and Income Drawdown solutions), Also Investment advice for regular income, long term growth & Residential /Buy to Let Mortgages.
Our services
My key skill is to listen to my clients' needs and objectives and building a solution to meet expectations.
Everybody is different and so they may be wishing to build their investments and pensions using active or lower-cost passive funds.
They may be defensive in investment nature or prefer more risk. They may wish to retire soon and be looking for more certainty and retirement income.
They may wish to invest in funds with Environmental, Social and Governance safeguards. I provide a solution for these aspects.
Providing experienced financial advice remotely - friendly, ethical, knowledgeable, and professional. Alexander House can look after all your financial needs.
Are you finding the task of managing your finances daunting? If the answer is yes, we can take the worry out of your life, keep things simple, and give you assurances about your financial future. CONTACT US WITHOUT DELAY.
Everyone's needs and objectives are unique. This is why our belief in tailor-made, personal service lies at the heart of the Jalapeno (UK) Limited approach.
While unbiased.co.uk endeavours to verify the information
provided as thoroughly as possible,
it is your responsibility to ensure the adviser you choose is appropriate and regulated
for the business you are transacting. Any decision to transact business is made by you on the basis
of your own enquiries.
To check that an adviser is regulated, you can contact the relevant regulatory or professional body.
