Helping you plan for the future security & prosperity of your family
Our Vision
Alexander James Financial Planning exists to empower individuals to achieve financial security and prosperity through personalized guidance and seamless financial solutions. We believe in a collaborative approach, working alongside you to understand your unique circumstances, goals, and aspirations.
Who We Are
Our team of experienced and highly qualified Independent Financial Advisers (IFAs) and Mortgage Brokers are dedicated to providing straightforward and personalized financial advice across a range of areas, including investments, pensions, protection, mortgages, and estate planning. We hold a direct license with the Financial Conduct Authority (FCA) and operate as a whole of market company, providing access to a comprehensive range of financial products and solutions.
Investments
We guide you through investment options aligned with your risk tolerance, financial goals, and aspirations. We offer advice on ISAs, stocks, bonds, and other investments to help you build a robust portfolio.
Pensions
We assist you in planning for a comfortable and secure retirement. We can provide tailored solutions for Defined Benefit Schemes, Defined Contribution Schemes, and other pension options.
Protection
We assess your needs and recommend appropriate insurance plans to protect you and your loved ones against unforeseen circumstances. This includes life insurance, critical illness cover, and income protection.
Mortgages
Our Mortgage Advisor will work with you to find a mortgage solution that meets your individual needs and financial situation. We can also review your existing mortgage and explore potential savings through remortgaging or consolidation.
Long-Term Care & Estate Planning
We understand the importance of planning for the future. Our experts can guide you through creating a lasting power of attorney, will, and other estate planning documents to ensure your financial and personal wishes are respected.
Our Approach
Our collaborative and personalized approach ensures your financial plan is tailored to your unique needs and circumstances. We take the time to understand your goals, assess your financial health, and provide clear, easy-to-understand recommendations.
Contact Us
We would love to schedule a consultation to discuss your financial goals and explore how we can help you achieve them. Please feel free to reach out to us to schedule a meeting or request a callback.
Customer Satisfaction with Financial Services
The reviews showcase a high level of satisfaction with the financial services provided by the professionals mentioned. The customers, Ihtesham Sabri and David Witcombe, have given a 5-star rating for their experiences.
Manish's Efficient and Responsive Service
Ihtesham Sabri expressed gratitude for the help received from Manish, who was described as "extremely helpful and efficient." This positive feedback indicates that Manish provided an outstanding service, demonstrating a high level of responsiveness and approachability.
David Dixson's Expertise in Stocks and Shares ISAs
David Witcombe commended David Dixson for guiding him to achieve "incredible rates on interest on stocks and shares ISAs." This highlights David Dixson's expertise in the field and his ability to provide valuable advice and guidance to his clients.
Scott Pritty's Advice on Mortgages
Additionally, David Witcombe mentioned Scott Pritty's role in providing "very good advice" on mortgages for both himself and his clients. This further underscores the satisfaction customers have with the financial services they received.
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