Award-winning financial planning that goes the extra mile
Our clients come from far and wide for our award-winning advice.
So, we go the extra mile for our clients.
Helping you align your finances with your vision for your future
Creating a financial plan brings peace of mind and confidence in your future. Our role is to help you work out what is important to you, and how your finances can support you in achieving it.
Learn moreWhat our clients say
Our clients often say we feel like part of the family. Here’s why…
Read their stories
On really difficult days, a phone call and chat with Neil would get us back on track.
Small business owners
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I’m much happier now, knowing my financial affairs are all taken care of.
Small business owners
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We know we don’t have to do what he says - he’s only advising – but we do because it’s good advice.
Planning for retirement
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Neil used his expertise to ensure we had enough cash to fund the whole project.
Small business owners
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Neil produced a cashflow analysis for every year of our life up to age 100. We’d never looked at it that way.
Planning for retirement
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Our conversations are never just about financial planning. Neil’s very good at placing your finances in context and exploring with you what it is you want to do with your life. As he says, if you purely focus on the financials, you don’t see the bigger picture.
Planning for retirement
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Who we work with
We work with people at all stages of life, from all walks of life. However, the focus of our work with clients tends to fall into the following three areas:
Learn morePlanning for small business owners
Create a holistic strategy for success that incorporates your business objectives as well as your long-term lifestyle aspirations too.
Planning for retirement
Gain the full picture of your finances and understand your options for achieving a retirement you can enjoy, as well as how close you are to reaching it.
Estate planning
Ensure your affairs are in order and help your loved ones benefit from your wealth in the greatest possible way.
What’s your number
One of our key jobs is helping you understand how much money is enough for you to live a comfortable, fulfilling and secure retirement. With our help, you could learn ‘your number’.
£20,000
£25,000
£30,000
£35,000
£40,000
£45,000
£50,000
£55,000
£60,000
£65,000
£70,000
Is this your number?
Will you still need to work part-time on this income?
Will you be able to cover your expenses with this?
And still have some left over for the ‘nice-to-haves’?
Do you know what your sources of retirement income will be?
Can you be sure you won’t run out of money?
Is this enough to retain your pre-retirement standard of living?
Would this much allow you to take those holidays you’ve been dreaming of?
Do you know how your costs will change during retirement?
How do you know how much you will need?
“We can help you understand how much is enough for you.”
Our team
Our warm, welcoming team are always ready to put the kettle on, slice you a piece of cake and lend an ear. Come and meet us and find out why we were awarded Tenet IFA Small Business of the Year 2019.
Don’t just take our word for it
“All the staff at Alexandra’s are friendly, professional, never stuffy, and informal – but in the right way.”
Read moreOur charity work
Creating opportunities for change in people’s lives is a huge part of what we do at Alexandra’s. Not just at home, but in Africa too, as part of the Lionsraw Charity.
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Start a conversation
Learn more about how we can help you by completing the contact form below.
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