Testimonials

I wanted to transfer a small Defined Benefit pension scheme to a DC Draw Down set-up. Alexander House had been recommended to me and I contacted them. After an initial meeting with Alan, he had to undergo medical treatment so Hazel stepped up to the mark. I have nothing but praise for her efficiency ...Read More

Mr PE, Peterborough


My mortgage advisor Stuart was absolutely fantastic and would recommend his services to others. He went above and beyond, keeping me updated daily. I have now been in my new house for nearly 6 months. Thank you...

JS, Droitwich


Thank you very much for all your hard work and help. We know it wouldn’t have been possible with out you

Ashley & Marie
Bridgwater


Thanks for everything and your patience with us; we will call you in the future

Chris & Fred
Burnham on Sea


In today's climate of busy working lives with constant emails and phone calls to manage it is all too easy to ignore the fundamentals of your financial situation. It is therefore a real pleasure to be able to delegate that responsibility to Simon and his team. Their ability to make complex issues ...Read More

S & C Gazard
Bristol


Your product knowledge is excellent and the advice, reasoning for and explanation of your recommendation was very clear and easy to understand. Our remortgage has been completed in the quickest most hassle free and painless manner we have ever experienced. 16 working days start to finish! We have no ...Read More

J & C Wakefield
WSM


We were delighted with the advice and information you provided us in our new venture, without your expertise and your down to earth explanation of the information we would not have been able to go forward. We would highly recommend your services to others and have done!

A&J McGloin
Exeter


I just bless the day I got off my butt and came to that seminar of yours at the Grand Atlantic. It is so much better to be steered around problems by a knowledgeable “guru” when dealing with tricky financial situations. My attitude to money has now completely changed since that first meeting. We ...Read More

Eric & Gill
Holdaway WSM


Trivial Pension Rules Avert Personal Crisis

I was in a real state- I had just been told that the front of my house was collapsing, I had no insurance and no savings to sort this out. Fortunately I spoke to one of the advisors at Alexander House FS® and they showed me how I could use the new pension rules (triviality) to use that ...Read More

Ann V.
New Customer July 2014


Thanks very much indeed for this very helpful information (which we agree is not advice!) which Elza will be considering carefully. It is certainly a refresh -ing change to find a financial advisor who can provide such a clear explanation of the issues that we should be considering.

Peter


Your advice and pension breakdown has proved invaluable.

Shirley


Financial affairs are one of our most sensitive, and so we take extra care when choosing someone to provide us with advice. We wish for someone who will give us sound direction, but also act with our interests at the forefront. I can assure anyone that I have found such a professional in Mr Gareth ...Read More


Having referred Gareth to one of my larger clients to help them with their NEST pension arrangements for a company with 260 employees I am delighted confirm that my client was very impressed with Gareth's level of expertise in the field and flexibility in being able to adjust to my clients own very ...Read More


Brendan is very personable, approachable and has a wealth of knowledge when talking about financial matters. This makes him extremely professional and I felt very confident talking to Brendan and listening to all types of financial advice. He listened to my thoughts, future plans and what I wanted for ...Read More

Martin O'Connell
Managing Director


If this is what you are looking for please do advice! Brendan is a professional, focused adviser, someone I trust completely and has now dealt with many of my personal and company financial needs to a high standard. He is reliable, flexible and a pleasure to work with. I can recommend him highly and ...Read More

Susan
Company Director


Brendan helped with my pensions and an investment. I had a number of old pensions plans that were doing nothing and I wanted to look at consolidating them. Additionally, I had been left some money in an inheritance that I wanted to get a better return on as leaving it in the bank was giving me little ...Read More

Susanna
Company Director


I have used my advisors services in the past and have found him to be extremely knowledgeable, proffecient and easily contactable. My investments have seen above market growth whilst taking into account my desire for low risk investment. Because of his professionalism I would not hesitate to recommend ...Read More

Steve


Could not be happier with Gareth he listened and delivered exactly what I wanted and asked for,
thank you Gareth.

Regards,

Peter