# Alexander House Financial Planning

> Independent Financial Advisers supporting pensions, investments, protection, mortgages, inheritance planning and corporate advice.

Alexander House Financial Planning is a national IFA firm helping individuals, families, healthcare professionals, business owners and people approaching retirement. Advice conversations can take place by phone, video or face to face.

This website is information about the firm and its advice areas. It is not personalised financial advice. Clients should speak to an adviser before acting on anything described here.

## Contact

- Phone: 0800 090 3900
- Email: ahfpcentral@alexanderhousefp.co.uk
- Office: 3rd Floor, 1 Ashley Road, Altrincham, Cheshire WA14 2DT
- [Contact the team](https://alexander-house.vercel.app/contact-us)

## Who we help

- **Individuals & families:** Planning for protection, mortgages, savings, pensions, school fees and long-term family security.
- **Business owners & directors:** Advice around key people, employee benefits, corporate finance, tax-aware planning and workplace pensions.
- **Healthcare professionals:** Focused support for doctors and medical professionals who need efficient advice around pensions, tax, protection and family wealth.
- **Approaching retirement:** Help with pension reviews, income options, investment risk, inheritance planning and later-life decisions.
- **Later life care:** Care fees planning, funding options and protecting the family home, with advisers accredited by the Society of Later Life Advisers.

## Pages

- [Home](https://alexander-house.vercel.app/): Overview of the firm, advice areas and how to get in touch.
- [About us](https://alexander-house.vercel.app/about-us): Traditional values, modern working and transparent advice.
- [Our team](https://alexander-house.vercel.app/about-us/our-team): Advisers, leadership and support across the UK.
- [Testimonials](https://alexander-house.vercel.app/about-us/testimonials): Written client stories and the live Trustpilot rating.
- [Who we help](https://alexander-house.vercel.app/who-we-help): Audience routes for families, healthcare, business owners, retirement and later life care.
- [Individuals and families](https://alexander-house.vercel.app/individuals-families): Household planning across protection, mortgages, pensions and family wealth.
- [Healthcare professionals](https://alexander-house.vercel.app/healthcare): Financial planning for doctors and NHS professionals.
- [Corporate advice](https://alexander-house.vercel.app/corporate-advice): Advice for business owners and senior directors.
- [Approaching retirement](https://alexander-house.vercel.app/approaching-retirement): Pension income, tax and later-life planning.
- [Modern slavery statement](https://alexander-house.vercel.app/modern-slavery): Modern Slavery Act statement for Alexander House Financial Planning Ltd.
- [Planning tools](https://alexander-house.vercel.app/tools): Illustrative calculators that use the figures you enter.
- [Services](https://alexander-house.vercel.app/services): Advice areas Alexander House can support.
- [Pensions](https://alexander-house.vercel.app/services/pensions): Retirement planning with clear options around contributions, access, risk, income and long-term security.
- [Inheritance Tax & Trust](https://alexander-house.vercel.app/services/inheritance-tax-trust): Estate planning conversations that help families think carefully about tax, trusts, gifts, family protection and long-term wealth transfer.
- [Investments](https://alexander-house.vercel.app/services/investments): Investment advice shaped around risk, reward, time horizons, tax efficiency, inflation and the purpose of your money.
- [Life Cover](https://alexander-house.vercel.app/services/life-cover): Protection designed to support the people and responsibilities that matter most if the unexpected happens.
- [Mortgages](https://alexander-house.vercel.app/services/mortgages): Mortgage advice for buying, remortgaging, understanding affordability and protecting the home.
- [Commercial Lending](https://alexander-house.vercel.app/services/commercial-lending): Introductions to specialist commercial finance for business premises, investment property and development, arranged alongside your wider planning.
- [Equity Release](https://alexander-house.vercel.app/services/equity-release): Later-life lending conversations with careful attention to suitability, alternatives, family impact and long-term cost.
- [Locations](https://alexander-house.vercel.app/locations): UK-wide advice from a registered office in Altrincham.
- [Privacy notice](https://alexander-house.vercel.app/privacy-notice)
- [Complaints](https://alexander-house.vercel.app/complaints)

## Useful resources

- [MoneyHelper](https://www.moneyhelper.org.uk/en): Free, impartial money and pensions guidance. People looking for a financial adviser are often directed here first, and we are happy to speak with anyone referred that way.
- [FCA Register](https://register.fca.org.uk/s/search?q=791612): Alexander House Financial Planning Ltd is entered on the Financial Conduct Authority register under number 791612. Each adviser profile also links to an FCA Register search for that person.
- [2plan wealth management](https://www.2plan.com/): Alexander House is an appointed representative of 2plan wealth management Ltd. 2plan is authorised and regulated by the FCA and provides network oversight of the advice process.
- [Financial Ombudsman Service](https://www.financial-ombudsman.org.uk/): Independent support if a regulated financial complaint cannot be resolved.

## Regulatory

Alexander House Financial Planning Ltd is an appointed representative of 2plan wealth management Ltd which is authorised and regulated by the Financial Conduct Authority. Alexander House Financial Planning Ltd is entered on the FCA register under no. 791612. Registered office: 3rd Floor 1 Ashley Road, Altrincham, Cheshire, WA14 2DT. Registered in England and Wales Number: 10647949. The guidance contained within this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.

The Financial Ombudsman Service is available to mediate individual complaints that clients and financial services businesses aren't able to resolve themselves. To contact the Financial Ombudsman Service please visit: http://www.financial-ombudsman.org.uk/contact/index.html

Approved by 2plan wealth management Ltd on 06/11/2026
