Alexander House Financial Service

Our Story

At Alexander House Financial Planning, we understand the importance of planning for your financial future. With years of experience in the industry, our team of experienced advisers and wealth managers are dedicated to helping you achieve your financial goals. With a deep understanding of the ever-changing landscape of finance, we provide expert advice on a wide range of financial products, including pensions, investments, protection, and mortgages.

Our Core Values

At Alexander House Financial Planning, we are proud to uphold a set of core values that set us apart from other financial planning firms. These values include:

• Traditional Values: We believe in the importance of traditional values such as honesty, integrity, and transparency in all our dealings.
• Modern Thinking: We are committed to staying up to date with the latest developments in finance and technology to provide our clients with the most effective and efficient financial solutions.

Our Services

At Alexander House Financial Planning, we offer a comprehensive range of services designed to help you achieve your financial goals. These services include:

• Life Cover: Provide peace of mind and financial security for you and your loved ones in the event of the unexpected.
• Inheritance Tax & Trust: Help you protect your wealth and reduce taxes through strategic planning and guidance.
• Equity Release: Provide you with a flexible and hassle-free way to release equity from your home.
• Pensions: Help you plan for a more comfortable and secure retirement through expert pension planning and management.
• Investments: Help you balance risk and reward to achieve your long-term investment goals.
• Mortgages: Help you find the best mortgage deal to suit your needs and financial situation.

What Our Clients Say

At Alexander House Financial Planning, we pride ourselves on delivering exceptional service and results. Here's what some of our satisfied clients have to say:

"As we enter a new year I wanted to place on record my appreciation of what you (Stuart Anthony) have achieved for me as my financial adviser. You work in a wonderfully collaborative way and take great trouble to help identify my needs and, as a result, have made some excellent investment decisions."

"As a big thank you (to Bill) for firstly putting my mind at rest for one of the biggest decisions of my life and the sound advice on my pension. Your down-to-earth attitude was very helpful and I thank you for that."

"My adviser Mr Alan Kent talks to me like I'm a human being not at me like some advisers do, he treats me like a friend & gives me the best advice he can."

"I would not hesitate to recommend Alan Kent to anyone for their financial requirements as the advice he gave was very easy to understand and also he listened and understood my requirements."