About Us
A business built on traditional values, modern thinking and transparent advice.
Alexander House
Who we areAt 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.→
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.
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.
Our strength lies in our people. With a highly experienced team of advisers and back-office specialists, we combine national reach with the personal service of a local adviser. Whether you're meeting face-to-face or online, you'll benefit from the collective knowledge, expertise and support of a nationwide team committed to delivering exceptional client outcomes.
By combining traditional values of trust, professionalism and personal service with modern technology and innovative planning solutions, we make high-quality financial advice accessible wherever you are. We support individuals, families, professionals and business owners with straightforward and complex financial planning needs alike.
Relationships are at the heart of everything we do. We take the time to understand what matters most to you, explain complex financial matters in plain English, and provide ongoing guidance as your circumstances evolve. Our aim is to build lasting partnerships based on transparency, professionalism and genuine care.
With access to a broad range of solutions across pensions, investments, protection, mortgages and specialist planning areas such as inheritance tax planning, we help our clients make informed decisions with confidence, knowing they have a trusted adviser by their side.
Traditional Values. Modern Thinking. Transparent Advice.
How we workThe starting point is understanding the client’s position, priorities and concerns. Advice is then shaped around suitability, affordability, risk, cost and long-term objectives.→
- A no-obligation initial consultation, so you can talk through your situation before deciding whether to go further
- Straight answers and clear accountability
- Transparent discussion of costs, risks and benefits
- Advice for individuals, families, professionals, expats and businesses
- A particular focus on doctors, healthcare professionals and time-poor clients
- 550+ client relationships supported in the last 12 months
- Support available nationally across the UK
Talk to the team
Speak to Alexander House about your next financial decision.
Email the team, or send a short note through the contact form. We will come back to you with a clear next step.