About Us

All of our Advisers are committed to your Financial well-being


A business built on traditional values

Whether you are a saver, an investor, a protector, or a borrower, Alexander House Financial Planning has specialists that can help you do it better. Our ethics and expertise play equal roles in guiding our clients to financial freedom, so you can trust us to offer the best financial advice available. We are a company built on traditional values.

But trust isn’t just given that easily, of course. We work openly and honestly, with complete transparency, and we document every interaction and transaction we conduct, granting full access to all of our clients. We discuss the pros, cons, and costs of every option available to you in clear and frank terms. We want to earn your trust so you’re singing our praises to your friends.

Innovative Investment Advice

We never stop looking to new technologies and innovations to improve the services we provide and keep our prices affordable. To that end, we offer clients traditional, face-to-face meetings with our advisers, or virtual meetings over Microsoft Teams / Zoom — whichever you prefer.

Once you’re set up with Alexander House Financial Planning, you’ll have access to all of your details and financial information via your own individual, encrypted digital portal, accessible from anywhere with an internet connection, at any time.