About us

Welcome to Alexandra’s. We’re an award-winning financial planning practice based in Stockton-on-Tees.

We launched Alexandra’s Financial Management in 1998, to provide highly-client-focused, holistic financial planning services to individuals and the owners of small businesses.

As you’ll see on our Client stories page, we nurture long-lasting, close relationships with our clients. We are there for the ups and downs of life, providing financial expertise, confidence in the future, and a cup of tea and chat whenever that’s what’s called for.

As a team, we work to rigorously high standards to ensure our clients’ finances are expertly managed. But just as important to us is that we do it with a degree of warmth and care that often isn’t associated with financial services.

We make time for our clients because we’re interested in more than just your money. We remember what’s important to you. We celebrate your successes and we support you through those inevitable bumps along life’s road. We’re a part of the community and have created our own community at Alexandra’s, too.

Professional recognition

Our success was rewarded in 2019, when we were awarded ‘Tenet UK Small Business of the Year’. It continues to be recognised today, with our Managing Director, Neil Flint, being asked to speak at the prestigious annual Million Dollar Round Table event in New Orleans in 2021; the largest financial services event in the world. And with our inclusion in the Goodfellows Study Group – a group of 20 of the top financial advisers in the UK who come together to share best practice and forward-thinking ideas.

A dependable team

When it comes to our team, you could say we’ve found a winning combination. Neil founded Alexandra’s in 2009 with Anna by his side and Victoria joined in 2013. Together we are united by a drive to achieve success for our clients, and a belief that how we go about our work is just as important as the results.

You can meet our team here.

If you’d like to know whether we can help you, we’d be delighted to speak to you. You can contact us directly on enquiries@alexandrasfinancialmanagement.co.uk  or 01642 552188.

Start a conversation

Learn more about how we can help you by completing the contact form below.

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Alexandra’s Financial Management is a trading style of Penguin Wealth Planners Ltd , which is authorised and regulated by the Financial Conduct Authority. Trading Address: 68 The Green, Norton, Stockton-on-Tees, TS20 1DT. Contact Telephone Number: 01642 552188. Penguin Wealth Planners Ltd is entered on the Financial Services Register under reference 830057.

Alexandra’s Financial Management is registered in England & Wales. Registration Number: 6806862: Registered Office: 3A Evolution, Wynyard Business Park, TS22 5TB

The guidance contained within this website is subject to the UK regulatory regime and is therefore primarily targeted at consumers based in the UK.

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