Alexander House Wealth Management

Your trusted partner for financial planning and security

Alexander House Wealth Management Limited is a team of experienced financial planners dedicated to helping individuals and families make informed financial decisions for the future. We offer a comprehensive range of services to address all your investment, protection, and wealth management needs.

Who we are

Our team of experts comprises experienced financial planners, each with extensive knowledge and qualifications in their field. We are driven by a deep understanding of your financial goals and a commitment to providing personalized and tailored solutions to meet your unique needs.

1. Comprehensive Financial Planning

• Retirement planning and income generation strategies
• Inheritance tax and estate planning
• Long-term care planning and protection solutions
• Wealth management and investment strategies
• Mortgage advice and financial planning

2. Protection Solutions

• Life insurance planning
• Income protection insurance
• Critical illness cover
• Inheritance tax mitigation strategies

3. Investment & Retirement Solutions

• Portfolio review and optimization
• Investment planning for your future goals
• Regular investment monitoring and reporting
• Pension consolidation and review

4. Client-Focused Service

• Personalized attention and regular communication
• Access to online account access for your policies and investments
• Regular review meetings to assess your financial plan and make necessary adjustments

5. Expertise and Experience

• Over 40 years of collective experience in financial services
• Chartered Financial Planners (CFP) among our team members
• Qualified to provide regulated financial advice
• Commitment to ethical practices and transparency

Our approach

We believe in building close relationships with our clients and understanding their individual needs. We work collaboratively with you to set financial goals, develop a tailored plan, and monitor its progress over time. We are committed to open communication and transparency throughout the process.

Contact us today to schedule a complimentary consultation and discuss how Alexander House Wealth Management Limited can help you achieve your financial goals and safeguard your future.