Michael Donkor - Alexander House Financial Planning Ltd
This postgraduate finance qualification covers the areas of securities, investment, compliance, derivatives, corporate finance and operations. It provides flexibility and choice, enabling candidates to concentrate on areas relevant to their chosen career path
The CFA Program has been described as the gold standard qualification for the investment industry. This program thoroughly covers a broad range of investment topics including asset valuation, financial mathematics, corporate finance and portfolio management
Alexander House Financial Planning 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.
Fundamentally we ‘listen and assess’ the best solution for your circumstances and we ‘recommend’ your own unique plan that will add tangible value for many years to come.
With the support of a FTSE250 business called Quilter, we will constantly look to the future, so we can help you successfully negotiate yours. You will be offered the choice between a traditional face-to-face meeting or a 'virtual' Skype/Zoom meeting at a time convenient to you and you will be kept updated of progress throughout the advice process via telephone, email or secure online portal – it’s your choice.
Our business has grown organically through recommendation and referral since it was established in 2013 to now cover the whole of the UK with experienced ‘ethical’ professionals who put your wealth management and preservation needs at the centre of what we do.
We work holistically with individuals and their families to optimise savings and protect both their health and wealth over the long term. In addition, we also support small and medium sized businesses with Pensions, Employee Benefits and Tax efficient solutions, that only an FCA approved Adviser can access.
Our expert team includes CII Chartered Advisers and specialists in Complex Pensions, Divorce, Long Term Care, Equity Release, Mortgages as well as ISA’s, SIPPS and more generic products.
Whether you're planning for retirement, accessing tax free cash, protecting your family or simply keen to reduce your tax bill, our professional and friendly financial advisers would like to help you.
Only certain advisers can advise on the products listed but we will be sure to match you with an adviser who can assist with your requirements.
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FREEpension health check+ £50 off the
cost of advice -
FREEinvestment health check+ £50 off the
cost of advice -
FREEfinancial health check+ £50 off the
cost of advice
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Telephone
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Online (Live chat, video, email)
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Face to face
Transferring out of a Final Salary Scheme is unlikely to be in the best interest of most people.
Equity Release will reduce the value of your estate and can affect your eligibility for means tested benefits.
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