Alexander House Financial Services is pleased to announce that we have been successfully authorised with the Financial Conduct Authority, via CAERUS Financial Ltd and we are now open for business.
We are exceptionally pleased to have found a network partner that shares our ethics & values and is genuinely devoted to helping ...Read More
Alexander House Financial Services has been designed to addresses the key challenges facing financial advisors in today’s market. We have taken a completely fresh approach to advice delivery, regulatory control and client relationship management and built on a strong ethical culture that puts our vision and values at the centre of all of decisions, propositions, recruitment and training.
This will be achieved through a multi-channel approach integrating ‘Virtual’ Chartered WOM advisors providing remote webcam advice, supported by a new national team of relationship managers; traditional face to face advisors working locally; and telephone based sales focusing initially on protection and annuity sales- all geared to delivering customers what they want, the way they want it and when they want it.
Consumers will also be given their own ‘Smart Alex™’ portal so they can review all of their investments and eventually be able access self-service facilities as well as web-based advice opportunities.
Underpinning these services is a new approach to compliance using a combination of mystery shopping, customer contact and the recording of all customer interactions- voice, video and face-to-face meetings. This provides a complete transparent audit of what has been said to consumers, the ability to properly analyse the advice process and a clear mechanism for reducing the legacy liability that usually plagues the industry. It also provides huge benefits to advisors in.