Meet The Team

Wealth Managers and Financial Advisers committed to your financial well-being

Alexander House Financial Planning is a national firm of Financial Advisers and Wealth Managers who can provide advice on pensions, investments, protection and mortgage products to individuals, corporates and professionals. If you want an honest, friendly and knowledgeable advice firm to deal with your affairs we are the firm to speak to.

Nick-Kelly

Nick Kelly

CEO

Read More

Nick-Kelly

Nick Kelly

CEO

Favourite quote: “Do what you do so well that they will want to see it again and bring their friends” ~Walt Disney

Before establishing Alexander House, Nick held a number of Executive appointments with many of the industry’s largest Financial Advice businesses. Board positions included Sales, Marketing, Operations, Technology and Commercial remits, as well as multiple Managing Director roles. Nick eventually left the corporate world to start his own business. He is the founding director of our company, which is named after his son Alex.

Nick is full of passion and enthusiasm for the financial services industry. His goal is to build the best team of Advisers possible to deliver the best Advice we can. His knowledge of the Industry, Technology, Platforms, Product Providers and Suppliers is second to none, and this ensures we can always provide you with the best service at the best price.

Away from work Nick takes time with his family and two Golden Retriever Dogs, Alfie & Poppy.

h







Kath-Mackenzie

Kath Mackenzie

HEAD OF OPERATIONS

Read More

Kath-Mackenzie

Kath Mackenzie

HEAD OF OPERATIONS


Favourite quote: ‘Love the life you live, live the life you love’~ Bob Marley

Location: National

Kath started her career in Financial Services processing New Business applications with Liverpool Victoria before moving on to work for Swiss Re at their UK Headquarters administering Group Life & Health treaties. After a short break to concentrate on family life, Kath joined the Alexander House Financial Services Ltd in 2013, and Alexander House Financial Planning from inception in 2018 and is now overseeing the day to day running of the business as Group Head of Operations.

In her free time, Kath enjoys baking showstopper cakes and planning holidays with her family. Kath is married with two children and two West Highland White Terriers, Minnie and Cooper and although a native cockney (she was born within the sound of Bow Bells), she loves living in a small village in the Holme Valley, West Yorkshire.







OUR ADVISERS

Jean-François-Rio

Jean-François Rio

FINANCIAL ADVISER

Read More

Jean-François-Rio

Jean-François Rio

Diploma in Investment Advice (Securities)

FINANCIAL ADVISER




Favourite quote:“The best way to find yourself is to lose yourself in the service of others”~ Mahatma Gandhi.

Location: London

ABOUT ME

Diploma qualified financial adviser with a long and proven experience in the financial industry gained internationally and in London.

JF can provide advice on pension and investments and operates all over London with meeting facilities in the City and the West End.

He is a very approachable adviser who will take care and time in understanding you and your particular circumstances. Other specialist areas include Inheritance Tax, Protection and advice for Self-employed, Families and HNWI.

The value of pensions and investments can fall as well as rise. You may get back less than you invested.

Inheritance Tax Planning is not regulated by the Financial Conduct Authority.







Paul-Murray

Paul Murray

FINANCIAL ADVISER

Read More

Paul-Murray

Paul Murray

FINANCIAL ADVISER



Favourite quote: ‘'Putting you and your finances at the centre of what we do.”

Location: North Wales

Having over 28 years experience in Financial Services and having worked for such household names such as NatWest and Prudential has given Paul a wealth of knowledge and experience and covering topics such as Protection, Savings and investments, Estate Planning and Retirement Planning (including advice on taking your pension benefits in the best manner to suit your personal circumstances).

Now working with Alexander House, Paul’s aim is to provide you with effective professional advice using the most suitable product providers from the industry to help you achieve your goals or to have the financial future in retirement that you desire.

In addition to being qualified to provide mortgage advice, Paul achieved his second professional financial planning qualification – the Financial Planning Diploma in October 2011 and was born, raised and lives in the North Wales Area.







img-Keith-Whitehead

Keith Whitehead

FINANCIAL ADVISER

Read More

img-Keith-Whitehead

Keith Whitehead

FINANCIAL ADVISER



Favourite quote: The thing I should wish to obtain from money would be leisure with security.~ Berteand Russell

Location: Hampshire

ABOUT ME

Keith is a very experienced investment professional who began his career in the City in 1987. He has
worked with private individuals, families including those arriving from overseas, corporates, charities
and Clinical Negligence cases over this time.

He wants to combine his significant investment knowledge in a holistic approach to help his clients
achieve their personal and corporate goals.

Keith is a keen sportsman and very rusty squash and tennis coach. When he can find time, with
family commitments, he plays golf and tennis. He is also an avid follower of rugby.







Colin-Thomson

Colin Thomson

FINANCIAL ADVISER

Read More

Colin-Thomson

Colin Thomson

B.Sc(Hons), ACIB, DipPFS, CeMAP, MLIA(dip), EFPA

FINANCIAL ADVISER



Favourite quote: ‘If you are walking down the right path, and you are willing to keep walking, eventually you will make progress’~ Barack Obama

Location: Coleshill, North Warwickshire

Colin has been active in Financial Services since 1987, during which time, he has worked for a number of high-profile companies, such as Nationwide, Lloyds Bank, AVIVA and AXA in various advisory and management capacities. In recent times, he has also had extensive experience as a self-employed financial adviser.

As a result of these roles, Colin has accumulated vast knowledge and experience across a broad range of areas, including all aspects of Retirement Planning, Investments, Mortgages, Protection and Inheritance tax mitigation.

Colin is fully qualified to Diploma Level and possesses a number of other highly relevant professional qualifications.

He is passionate about delivering the highest standards of advice and ongoing service to his customers, using market leading products, to help his customers achieve their goals and financial aspirations.

Colin’s interests beyond financial advice, include gardening and following sport, particularly Rugby League and Football, as well as spending time with family and friends.







Mohammed

Mohammed Banaras

Financial Adviser

Read More

Mohammed

Mohammed Banaras

Financial Adviser



Favourite Quote: “The great thing in this world is not so much where we stand, as in what direction we are moving.”~ Oliver Wendell Holmes

Location: Dewsbury, West Yorkshire

Specialisms:

  • Pre and post-retirement planning
  • Investments
  • Savings for the future
  • Protection-life, critical illness and income

The value of pensions and investments can fall as well as rise. You may get back less than you invested.

Mohammed graduated in Management and Organisational Studies in 2000. Started his career as a mortgage adviser but soon realised that he needed to offer holistic financial planning and therefore studied to become a financial adviser. With 17 years of experience as a financial, Mohammed is able to provide financial advice in a jargon-free manner that clients find easiest to understand. Mohammed is a diploma qualified financial adviser and also holds Cemap qualification. Mohammed is married with 3 children and spending time with his children is the most important to him. Any time that is left after family responsibility goes on playing badminton and snooker.







Keith-Nicholson

Keith Nicholson

PROTECTION ADVISER

Read More

Keith-Nicholson

Keith Nicholson

PROTECTION ADVISER



Favourite quote: ‘When one door closes, another one opens’

Keith is a Diploma Qualified, ex-IFA, with over 30 years’ experience as an Adviser. He has been dealing with Workplace Pension Schemes for the last few years and has a wealth of experience in all aspects of Financial Services. He has now decided to return to advising, on protection only, for businesses and individuals because the need to protect one’s way of life have never been more important in this ever-changing world.







Samantha

Samantha Yaffe

Paraplanner

Read More

Samantha

Samantha Yaffe

Paraplanner


Favourite Quote: “Keep your eyes on the stars, and your feet on the ground.” ~ Theodore Roosevelt

Qualifications & Experience: DipPFS, CertPFS, Cert CII (Life & Pensions). Sam has three years working in the financial services industry, originating in the banking sector working within the mortgage department. Sam is driven by progress and the sense of accomplishment that comes with delivering high-quality sustainable results whilst working in a fast-paced, high pressure environment.

Interests and Hobbies: Sam is a super keen football fan and is very passionate about her team of choice – Manchester City! Sam also has two teenage daughters and together their favourite past time is to hit the shops, and shop until they drop!

para_winner_sy1
para_winner_sy2







Lisa-Rooney

Lisa Rooney

Financial Adviser

Read More

Lisa-Rooney

Lisa Rooney

Financial Adviser


Favourite Quote:Learning Never exhausts the mind

Location: Scotland

Specialisms: Pensions including; Pension Switching, Retirement Income and Retirement Planning, Investment Planning and Protection

Qualifications: Diploma in Regulated Financial Planning (DipPFS) (CII) Statement of Professional Standing (SPS) (CII) CII Member

Lisa is one of Alexander House Financial Planning’ diploma qualified advisers and holds DipPFS.

With over 15 year’s experience in the Financial Services Industry, Lisa specialises in providing advice on pensions, investments and protection planning to meet both personal and corporate client’s needs. Her attention to detail, good listening skills and great empathy are symbols of her appreciation by her clients.

Lisa is supported by a highly specialised team of Financial Planners whose teamwork and professionalism help her to build long-term relationships with her growing client base and provide excellent customer service. She has a passion to continually learn, develop and deliver great customer experiences with everyone she meets.

Lisa has two lovely daughters. Away from the business, she spends quality family time and is a keep fit enthusiast

POSTCODE LOCATION FOR INDIVIDUAL &MAIN MAP ON CONTACT US & ADVISORY PAGE: PA2 7DZ







Bill-Eadie

Bill Eadie

Financial Adviser

Read More

Bill-Eadie

Bill Eadie

Financial Adviser

Favourite Quote: You cannot step twice into the same river, for other waters are continually flowing on - Heraclitus

Location: South Central Scotland

Bill is diploma qualified with over 25years in financial services. Bills specializes in retirement planning, investment and protection, he likes to meet clients in the comfort of their home or work if preferred.

Bill is married to Helen, they enjoy holidays abroad and on days off Bill will be down on a local river fly fishing.







Central Support

team_SamDealey

Sam Dealey

Operations Support

Read More

team_SamDealey

Sam Dealey

Operations Support


Favourite Quote: “The important thing is not to stop questioning; curiosity has its own reason for existing.” ~ Albert Einstein

I have two years experience in the financial services industry, originating in the banking sector working within the mortgages department. I am driven by progress and the sense of accomplishment that comes with delivering high quality sustainable results whilst working in a fast paced, high pressure environment.







team_SiobhanFox

Siobhan Fox

Business Development Manager

Read More

team_SiobhanFox

Siobhan Fox

Business Development Manager



Favourite quote: “Put your head down and work hard. Never wait for things to happen, make them happen for yourself through hard graft and not giving up” ~ Gordon Ramsey

Location: Huddersfield

Siobhan has over 6 years’ experience as a Business Development Manager with a demonstrated successful history of working in the financial services industry. She is an energetic, ambitious and enthusiastic professional who has a wealth of experience of maintaining existing client relationships and generating new ones with the experience required for a successful recruitment consultant.

She is also an avid reader and like to get stuck into a good book. She also likes spending quality family time with my partner and 2 children but also likes her free time to socialise with friends







Becky-Evans_R1

Becky Evans

Operations Manager

Read More

Becky-Evans_R1

Becky Evans

Operations Manager

Favourite Quote: “You never stop learning in life, take in as much knowledge as you can!”

Becky has been with Alexander House for a number of years and is a key component to the smooth running of the Operations team.

A lover of the countryside, Becky has a little cottage in a beautiful hamlet near Halifax where she resides with her two cats and Cocker Spaniel, Poppy. She regularly stomps the hills of West Yorkshire daily with Poppy in tow and loves walking holidays with her family especially in the Highlands of Scotland.







Suzy_Kelly

Suzy Kelly

Operations Support

Read More

Suzy_Kelly

Suzy Kelly

Operations Support

Favourite Quote: “So keep your head high, keep your chin up and most importantly keep smiling because life’s a beautiful thing and there’s so much to smile about” ~ Marilyn Monroe

Suzy started her career working for the Murder Squad within the Metropolitan Police in London. After moving to Yorkshire with her husband, Suzy has been working in a variety of Administration roles for Banks, Call Centres and Internet Services providers, whilst bringing up her son. Now almost grown, she supports the Admin team in their endeavours and is mainly involved in Lead Generation. In her spare time, she enjoys being with her three golden retrievers and caring for her Ex Battery Hens.