For Customers

Who are we?

Alexander House Financial Planning is a professional financial advisory service. Established by a highly experienced management team, who want to deliver high-quality services to people who need sound and trusted advice.

​Why are we different?​

  • We will provide you with your own online financial portal – so you can see your plans and play on our planning tools.
  • We will be available to you via the phone, email, web conferencing or by face to face – so dealing with us is easy.
  • You will be supported by your very own local adviser.
  • We will use the secure, market leading technology to save you money, and put you in control of your personal financial affairs.
  • We will record all of our interactions so we can check you have the right product and that you understand the advice you have been given.
  • We will also be completely transparent in our charges and what we will do for you.
  • We won't use your data or your identity for any other purposes, we want you to trust us.
  • We 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..​

For Introducers

Who are we?

Alexander House Financial Planning is a professional financial advisory service. Established by a highly experienced management team, who want to deliver high-quality services to people who need sound and trusted advice. Traditional Values, Modern Thinking, Transparent Advice. We focus on ‘Virtual’ specialist advisers as well as regionally based advisers.

Who do we want on the team?

  • We are looking for individuals who enjoy networking and developing customer relationships but don't want to be responsible for giving technical advice.
  • Want to work part-time, still be self-employed, use your existing networks to earn additional income.
  • We are looking for individuals who want to be part of a new advisory model, utilising technology fully to deliver the services that customers want.
  • Maybe you are one of the advisers leaving the market but still have great relationships with your customers, maybe you are a bancassurer who wants to have a half-way home before running your own business, or maybe you already run a business with big customer base and can utilise these connections.
  • We want the best of the best - who want to work for a great company with the right ethos and customer-centric culture​

Why are we different?

  • We will provide services via the phone, email, web conferencing or by face to face- only limited by customers preferences.
  • We will help you by providing you with specialists to give our customers the best independent advice.
  • We will record all of our interactions so we can protect the customer and you from any misunderstandings.
  • We will pay you retainers and proportion of fees generated, we want the best people to deliver the best service.
  • We will help anyone who wants to progress into becoming diploma qualified or chartered adviser status over time.​

For Advisers

Who are we?

Alexander House Financial Planning is a professional financial advisory services. Established by a highly experienced management team, who want to deliver high-quality services to people who need sound and trusted advice. Traditional Values, Modern Thinking, Transparent Advice.

Who do we want on the team?

  • We are looking for individuals who want to be part of a new, post-RDR advisory model, utilising technology fully to deliver the services that customers want.
  • We are looking for Chartered Financial Advisers or Diploma qualified advisers who want to support clients face to face.
  • We want the best of the best, those who want to work for a great company with the right ethos and customer-centric culture

​Why are we different?​

  • We will provide services via the phone, email, web conferencing or by face to face - only limited by customers preferences.
  • We will help you with all lead-generation and paraplanning- you focus on providing advice.
  • You will be partnering with a regional based team of customer relationship managers, who market our services to their networks.
  • We will record all of our interactions so we can protect the customer and you from any misunderstandings.
  • We will pay you retainers and proportion of fees generated, we want the best people to deliver the best service.
  • Earnings potential significantly greater than other models as we focus you on strengths and competencies.
  • We will help anyone who wants to become a chartered adviser and facilitate you to buy out your clients at a later date if that is what you want.
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