Alexander House Financial Planning

From pensions and investment to protection and mortgages,
we offer friendly & transparent financial advice.

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Alexander House Financial Planning Core Values

Traditional Values

Modern Thinking

Transparent Advice

Who We Are

Alexander House Financial Planning is a group of experienced, professional Advisers and Wealth Managers dedicated to your financial health.

We provide both standard and/or complex advice on pensions, investments, protection, and mortgage products to individuals, corporates, professionals, and expats. We can deal with clients across the country, and with all our specialists on Microsoft Teams / Zoom, we're always available to talk.

Our advisers will help you make the right financial decisions and give you clarity and certainty about your financial future.

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Financial Planning,Life Cover in Huddersfield, Leeds

Individual Services

 

Saving for the Future

 

Wealth Management

 

Coping with Old Age

 

Reducing Taxes

 

Buying Your Home

 

Protecting Your Family

Corporate Services

 

Protecting Key People

 

Providing Employee Benefits

 

Corporate Finance

 

Workplace Pensions

Specialist Services

 

Pension Tracing Service

 

Retirement Planning

Inheritance Tax Planning & Some Employee Benefits are not regulated by the Financial Conduct Authority

 


Life Cover

Safety and security for you and your family in the case of the unexpected

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Inheritance Tax Trust

Keep your wealth within your family by limiting tax exposure

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Equity Release

Get cash from your home without having to move

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Pensions

Pension planning for a more comfortable and stable future

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Investments

Balancing risk and reward for capital growth in the most prudent way possible

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Mortgages

Expert advice to help you find the best mortgage rates

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Approver Quilter Financial Limited 13/11/2023