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 helps advisers develop and demonstrate their financial planning capabilities.
This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.
This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.
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.
This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.
John has been working within the financial services since 2013. Mostly with families but also small businesses within the local area. He is fully qualified to Level 4 diploma and is working towards becoming Chartered within the next 18 months. He has great knowledge into occupational pension schemes Equity release.
He has a passion for helping his clients with continued ongoing advice and prides himself on providing great customer service. He has a number of interests outside of work including surfing and his two beloved dogs. As well as a mad Rugby Union fan.
Alexander House is a National business built on excellent service and traditional values, meaning you can trust us to give you the best financial advice and know you are safe in our care. Our ethics and expertise will enable you to enjoy a journey to financial freedom and we will do this with discipline and determination.
At Alexander House, we aim to offer an efficient, friendly, expert service – whether that be arranging and managing your pensions or investments, searching for the most suitable mortgage deal or making sure you and your loved ones are financially protected in the event of ill health or death. We are always at the end of the phone, email or even SKYPE!
We our very proud our client base is made up predominantly of clients where we have built up a long term relationships and the vast majority of our new clients come from recommendations.
Supported by the Quilter Financial Network, this FTSE 100 business provides quality oversight and advice surety on behalf of the Financial Conduct Authority.
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