Alexander House Financial Planning Avaliações 

5
•
O TrustScore é 4 de um total de 5

4,1

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Detalhes da empresa

  1. Consultor Financeiro
  2. também em
  3. Corretor hipotecário
  4. Planejamento Financeiro
  5. Serviços de Investimentos

Escrito pela empresa

At Alexander House Financial Planning, we believe financial advice is about more than pensions, investments, and protection. It is about helping people and businesses make confident decisions, achieve their goals and enjoy greater peace of mind throughout life's journey. Our Independent Financial Advisers are based all around the UK. Founded by Nick Kelly in 2013, Alexander House was built on a simple vision: to provide high-quality, independent financial advice delivered with transparency, integrity and a genuinely personal approach. Today, that vision continues to guide everything we do. We are a group of experienced, professional independent financial advisers dedicated to helping clients achieve long-term financial security and success all over the United Kingdom. As independent financial advisers, we provide clear, unbiased advice tailored to your individual circumstances. Whether you are building wealth, preparing for retirement, protecting your family, reducing tax liabilities or planning your legacy, our role is to help you create a financial strategy that works for you today and in the future. Alexander House Financial Planning Ltd is an appointed representative of 2plan wealth management Ltd, which is authorised and regulated by the Financial Conduct Authority. 2plan provides network oversight of the advice process. The firm is entered on the FCA register under number 791612.


Informações de contato

4,1

Muito Bom

O TrustScore é 4 de um total de 5

5 avaliações

5 estrelas
4 estrelas
3 estrelas
2 estrelas
1 estrela

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4,1

Todas as avaliações

(5)

5 avaliações nos últimos 12 meses

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Avaliado com 5 de um total de 5 estrelas

Happy clients

We are very impressed that Bupinda takes the time to visit us in our home.
Nothing is too much trouble, whatever concerns we he gives us the options available and helps us make the best choice.

12 de fevereiro de 2026
Avaliação não solicitada
Avaliado com 5 de um total de 5 estrelas

Building my future financial plan in the right hands

Working with Jonathan has been a game-changer for my financial future. Because he is a truly independent financial advisor, I felt completely reassured knowing that his pension and investment recommendations were unrestricted, unbiased, and selected purely because they were the best fit for my goals.
Jonathan took the time to map out a comprehensive, tax-efficient retirement plan, perfectly balancing my risk tolerance with the right asset allocation. He has a talent for cutting through financial jargon to explain complex investment options clearly and simply.
The communication has been proactive, professional, and genuinely personalised. Instead of pushing a one-size-fits-all solution, he has built a clear strategy around my personal lifestyle and long-term goals. Whenever I have a question, his response is quick, thorough, and reassuring.
I finally feel in control of my money and confident about my retirement timeline. I wouldn't hesitate to recommend Jonathan's services to anyone looking for honest, professional financial guidance.

16 de outubro de 2026
Avaliação não solicitada
Avaliado com 5 de um total de 5 estrelas

Finacial Advice

I have been fortunate enough to have known Jonathan for over 15 years and trust him implicitly. During this time and with guidance he has helped me in setting up a successful business which has sustained me for over 10 years.

During this time he has helped me with various financial decisions, always directing me professionally to the best path including planning for a comfortable retirement through investments and pensions totally separate from my business.

I would highly recommend Jonathan's expertise in any financial planning.

16 de outubro de 2026
Avaliação não solicitada
Avaliado com 5 de um total de 5 estrelas

I’ve been working with Bhupinder at…

I’ve been working with Bhupinder at Alexander House since 2021 and have always found him incredibly helpful, knowledgeable and easy to deal with. He looks after my investments and insurance and takes the time to explain things clearly, without making anything feel complicated.

I’ve recommended Bhupinder to a number of family members over the years, and they’ve all had a similarly positive experience. It’s reassuring to have someone you can trust looking after such important financial decisions. I’d happily recommend Bhupinder.

16 de outubro de 2025
Avaliação não solicitada
Avaliado com 5 de um total de 5 estrelas

I have been a client of Bhupinder Singh…

I have been a client of Bhupinder Singh at Alexander House Financial Planning for the best part of a decade. He has consistently looked after my investment needs with care and expertise. Bhupinder is very good at what he does, professional, knowledgeable, and always focused on helping me achieve my goals.
I have recommended his services (and Alexander House) to friends and family, and they have all been more than happy with the advice and service they received. Highly recommended.

2 de outubro de 2026
Avaliação não solicitada

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