Financial Services€¦ · of your personal financial ... Corporate Finance Workplace Pensions...
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Traditional Values We start with ethics and expertise so we can be your trusted financial advisor. Modern Thinking We will use the best technology and communications, so that you can access our specialists even if you are not nearby, to enable us to be your innovative financial advisor. Transparent Advice We will always be open and honest about our advice and to prove it we will record every interaction between us, so let us be your ‘trusted’ financial advisor. Financial Services www.alexanderhousefs.co.uk We are a Chartered firm of financial planners This is the industry’s gold standard for our industry. We have satisfied rigorous criteria relating to professional qualifications and ethical good practice. You can therefore be confident that you are dealing with one of the UK’s leading firms that is wholly committed to providing you with the best possible advice, service and support.
Transcript of Financial Services€¦ · of your personal financial ... Corporate Finance Workplace Pensions...
Traditional ValuesWe start with ethics and expertise so we can be your trusted financial advisor.
Modern ThinkingWe will use the best technology and communications, so that you can access our specialists even if you are not nearby, to enable us to be your innovative financial advisor.
Transparent AdviceWe will always be open and honest about our advice and to prove it we will record every interaction between us, so let us be your ‘trusted’ financial advisor.
Financial Services
www.alexanderhousefs.co.uk
We are a Chartered firm of financial plannersThis is the industry’s gold standard for our industry.
We have satisfied rigorous criteria relating to professional qualifications and ethical good practice.
You can therefore be confident that you are dealing with one of the UK’s leading firms that is wholly committed to providing you with the best possible advice, service and support.
Working With Us
www.alexanderhousefs.co.uk
Alexander House Financial Services is a professional financial advisory service. We were established by a highly experienced management team who want to deliver high-quality services to people who need sound and trusted advice. Our national financial advisors cover a full range of specialisms ensuring that you will always get the best advice.
Whywearedifferent...
Online PortalWe will provide you with your ownonlinefinancialportal–soyou can see your plans and play on our planning tools.
AvailabilityWe will be available to you via the phone, email, web conferencing or by face to face –sodealingwithusiseasy.
SupportYou will be supported by your very own local advisor/Relationship Manager who can introduce you to your very own ‘Boffins’ - highly qualifiedfinancialspecialists.
TechnologyWe will use secure, market leading technology to save you money, and put you in control of your personal financialaffairs.
ClarityWe will always be open and honest about our advice and to prove it we will record every interaction between us, so let us be your ‘trusted’ financialadviser.
We will also be completely transparent in our charges and what we will do for you.
ReliabilityWe will always recommend a suitable product that matches your needs and will explain any risks that affect you - so youfully understand what you are investing in.
www.alexanderhousefs.co.uk
Our Services
Individual Services Corporate Services Specialist Services
Protecting Your Family
Saving For The Future
Reducing Your Taxes
Buying Your Home
Managing Your Wealth
Coping With Old Age
Protecting Key People
Providing Employee Benefits
Corporate Finance
Workplace Pensions
Pension Tracing Service
Living or Working Abroad
Retirement Planning
Auto Enrolment
“A professional, focused adviser.
Someone I trust completely and has now dealt with many of my personal and companyfinancialneedstoa high standard.
“Very quick and onthe ball in providing
information; especially when the market place has had substantially increased risk periods.
“You meet some remarkable people
sometimes. People, whose motivation is born out of genuine concern and a wish to make a difference inpeople’slives
HeadOffice:02032834543 CustomerContactCentre:0800316181102070220886
Email:[email protected]
Don’tjusttakeourwordforit...
Why not contact us today?
Alexander House Financial Services Limited is an Appointed Representative of CAERUS Financial Limited which is authorised and regulated by the Financial Conduct Authority.
“It is certainly a refreshing change
to find a financial advisorwho can provide such a clear explanation of the issues that we should be considering. “The right advice and
support makes such adifference “My adviser talks to
melikeI’mahumanbeing not at me like some advisers do. He treats me like a friend & gives me the best advice he can.
“He listened to my thoughts, future
plans and what I wanted for my family and then talked through various options, advising me as to which was the best way forward.
“All of his costs where explained up front
and there was complete transparency. “He is reliable,
flexible and apleasure to work with. I can recommend him highly and feel extremely confidentwith his advice, especially with dealing with large amounts of investments.
