Traditional Values

There was a time when your word was your bond and you made deals on a handshake. We wanted to build a business that holds true to those values, meaning you could trust us to give you the best financial advice and know you are safe in our care - and that means everyone, from our customers to our advisors and staff. Our ethics and expertise will enable you to enjoy a journey to financial freedom. One where you make the right choices for your future - with us guiding you along the way. We will do this with passion and determination.

Modern Thinking

We will always look at ways of using technology and innovation to make sure you get what you need, when you need it and for a price you can afford. We started this journey so you can be assured we will never stop looking for ways to improve what we do for you. 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’ one - so you will always be able to access our specialists wherever you are. You will also be able to access all of your details on your own individual portal whenever you want to. Let us be your innovative financial advisor.

Transparent Advice

Whether you are a saver, an investor, a protector or a borrower, we have specialists who can help guide you clearly and succinctly towards making smarter choices. We will tell you what we are going to do, when we are going to do it and how much it will cost and, to prove it, we will record every interaction with you. We will always be open and honest about our advice and will always tell you the pros and cons and costs of all of our recommendations. We want you to want to sing our praises to your friends. Let us be your champion 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 Ltd (AHFS) is a national, award-winning, Chartered firm of Independent Financial Advisors (IFAs) and Wealth Managers who can provide both standard and/or complex advice on pensions, investments, protection and mortgage products to individuals, corporates, professionals and Expats. We have local advisors all around the country or you can speak to any of our Specialists on Skype. If you want an honest, friendly and highly knowledgeable advice firm to deal with your affairs in a completely independent and un-conflicted basis, we are the firm to speak to.

Why we are different...

Online PortalWe will provide you with your own online financial portal – so you 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 – so dealing with us is easy.

SupportYou will be supported by your very own local advisor/Relationship Manager who can introduce you to your very own ‘Boffins’ - highly qualified financial specialists.

TechnologyWe will use secure, market leading technology to save you money, and put you in control of your personal financial affairs.

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’ financial advisor.

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 you fully 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 company financial needs to a high standard.

Sue T, Wallingham

“Very quick and on the ball in providing

information; especially when the market place has had substantially increased risk periods.

Anthony F, Milton Keynes

“You meet some remarkable people

sometimes. People, whose motivation is born out of genuine concern and a wish to make a difference in people’s lives.

He is reliable, flexible and a pleasure to work with. I can recommend him highly and feel extremely confident with his advice, especially with dealing with large amounts of investments.

Susan B, Islington

Head Office: 0203 283 4543 Customer Contact Centre: 0800 316 1811 or 0207 022 0886

Email: info@alexanderhousefs.co.uk www.alexanderhousefs.co.uk

Don’t just take our word for it...

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 advisor who can provide such a clear explanation of the issues that we should be considering.

Mr X, Bristol

“Gary recently helped out both my parents

with a delicate matter…as soon as Gary had left their house, my parents gave me a ring so say what a nice fella he was. “Gary I can’t thank you enough for the way you professionally conducted yourself” were the words for my Dad!

Mark F, Southend on Sea

“My adviser 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.

Ian N, Wilmslow

“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.

Martin, West London

“All of his costs where explained up front

and there was complete transparency.

Martin, West London