Expert Independent Advice

We always offer independent advice to help you manage you finances

Welcome to Alexander House Wealth Management Limited

We offer a comprehensive financial planning service for all your investment and protection needs:

• Pension Planning
  When do you want to retire and how much income will you need?

  
• IHT Planning                                                                                                                                         Simple Inheritance Tax Planning and quality Inheritance Tax advice could help you pay less tax on your estate.
  
  Estate planning and Inheritance tax planning are not regulated by the Financial Conduct Authority.
• Long Term Care                                                                                                                                        Advice on how to choose and fund your own long-term care.
• Life Assurance
  How much cash would your family need to maintain their current lifestyle if you die prematurely?
• Income Protection
  Would you require a regular income or a cash sum if you suffered a serious illness or disability?

• Wealth Management - Investments/Regular Savings
  We can help you to make important investment decisions to safeguard your financial future and review your existing investments.
  
• Mortgages
  Do you want to reduce your current mortgage outlay or are you moving home?
  

We hope you find the site both useful and informative. Over time our aim is to expand the site to offer more services such as viewing your policies and portfolios securely on the site but we would welcome your feedback not only on the current content and presentation of the site but how you feel it could be improved or indeed what other services or information we could include to help you.

If you do have any suggestions please e-mail us or use one of our contact forms.