Meet the advisers, leadership and support team helping clients feel reassured, informed and confident about financial decisions.
Alexander House
Business leadership and operations
CEO
Founding Director
Founding director with extensive executive experience across sales, marketing, operations, technology and commercial leadership in financial advice.
Operations Director
National
Oversees day-to-day operations after a career across new business administration, group life and health treaties, and Alexander House operations.
Head of Business Development
Supports the growth and success of financial advisers, guiding new advisers to Competent Adviser Status and providing ongoing technical expertise to established advisers.
Client-facing financial advisers
Independent Financial Adviser
Bradford
DipFA
Diploma-qualified adviser and pension transfer specialist, based in Bradford, with experience from Lloyds Bank and risk asset management.
Independent Financial Adviser
Birmingham
BSc (Hons), ACIB, DipPFS, CeMAP
Adviser in Birmingham covering retirement planning, investments, mortgages, protection and inheritance tax mitigation.
Independent Financial Adviser
Glasgow
DipFA
Diploma-qualified adviser in Glasgow, specialising in retirement planning, investment and protection.
Independent Financial Adviser
Shrewsbury
Level 4 QCF
Shrewsbury adviser for personal and corporate planning, including pensions, investments, protection and employee benefits.
Independent Financial Adviser
London-Greater London
DipFA, CeFAP, BA (Hons)
Diploma-qualified adviser covering London-Greater London.
Independent Financial Adviser
Southampton
LIBF Diploma
Independent financial adviser based in Southampton, with a diploma in financial advice and a background across the Alexander House client process.
Chartered FCSI and Wealth Planner
Kingston upon Thames
Chartered FCSI, PCIAM, CeMAP, CeFA
Chartered wealth planner based in Kingston upon Thames, advising on pensions, investments, protection and mortgages.
Independent Financial Adviser
Winchester
Level 4 Diploma in Professional Financial Advice
Financial adviser based in Winchester, qualified to Level 4 and experienced in onshore and offshore planning.
SOLLA AccreditedIndependent Financial Adviser
Chesterfield and Belfast
BSc (Hons), DipPFS, LLAA
Independent adviser covering Chesterfield and Belfast, with a focus on pension transfers, protection and later-life planning.
Independent Financial Adviser
Cardiff and Omagh
DipFA
Diploma-qualified adviser covering Cardiff and Omagh, focusing on investments, inheritance tax and trusts.
Independent Financial Adviser
Weymouth
DipPFS
Independent Financial Adviser based in Weymouth, advising on pensions, investments and protection.
Paraplanning and administration
Non-Executive Chairman
Co-founder and CEO, Catalyte Investments
Non-executive chairman mandated to strengthen and grow the Alexander House platform, working with the CEO on governance, the service offering and the national footprint.
Head of Paraplanning
Chartered Paraplanner
Chartered paraplanner with more than 35 years in financial services, supporting advisers across all areas of financial planning.
Paraplanner
Paraplanner supporting advisers with research, preparation and the smooth delivery of client advice.
Senior Operations Executive
Senior operations executive helping advisers and clients move through the service process smoothly.
Operations Executive
Operations executive supporting client cases, adviser workflow and day-to-day service coordination.
Relationship Manager
Relationship manager helping maintain strong client relationships and supporting the wider service team.
Talk to the team
Email the team, or send a short note through the contact form. We will come back to you with a clear next step.
