Financial advice without the stress
Whether you want to invest some money, start a pension plan for a financially secure retirement or put some money in an ISA, you are in good hands with Alexander James. Here's why:
- We give uniquely personal financial advice - by taking time to get to know you, your goals and your circumstances, we can tailor our advice to your specific needs
- You will have a personal financial adviser who will remain dedicated to you as long as you need us. They will be there to answer your questions and to ensure that your unique needs are met.
- We are a directly authorised and whole of market financial planning company. In contrast to many IFA firms, we hold a licence directly with the FCA and we are completely independent. Your needs are all we care about when we give completely unbiased financial advice.
Helping you plan
for the future
security & prosperity
of your family
Alexander James helped us with our new mortgage and then was able to review our protection and pensions.
Alexander James came recommended. They guided me through some difficult financial decisions.
Working with
Small Businesses
owners
Before your appointment with our financial advisors:
- Gather any relevant paperwork such as life policies, pension policies, savings accounts etc.
- Think of the reasons why you want to invest your money, start a pension, take out life insurance.
- Come to the appointment with questions you would like to ask the financial adviser.
These three simple steps will help us get to know you and your goals.
