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Based in Hull
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As part of The VouchedFor Standard, we run more checks than any UK adviser site. As this adviser is not a full VouchedFor member, we have not been able to conduct all of our checks on them and they are not fully verified. Do not rely on the information on this profile without further investigation.
Not fully verified by VouchedFor
As part of The VouchedFor Standard, we run more checks than any UK adviser site. As this adviser is not a full VouchedFor member, we have not been able to conduct all of our checks on them and they are not fully verified. Do not rely on the information on this profile without further investigation.
I initially began my career in financial services as an adviser at CIS. I later moved to Lloyds Bank and spent 14 years with them in various advisory, customer management and compliance roles, however mostly giving Financial Advice. After a brief spell with Alexander House as an Independent Financial Adviser, I joined Sterling Trust. Diploma qualified Independent Financial Adviser, currently studying towards Chartered Status. Predominantly dealing with Pensions and Investments, Inheritance Tax Planning, Protection plus helping clients with Defined Benefit pension schemes. i also deal with a large number of business clients on a personal and business level.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
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Adviser Disclaimer
Registered Office: 3 More London Riverside, London, SE1 2RE Registered in England & Wales Registered Number: 8350734. Alexander House Financial Services Ltd is an appointed representative of CAERUS Financial Limited, which is authorised and regulated by the Financial Conduct Authority