Why choose us
Here are a few of the reasons our clients tell us they are very happy to recommend us to their friends and family.
We want every clients’ experience of working with us to be:
Rewarding
Stress-free
Empowering
The advice we provide is:
Award-winning
We are Tenet IFA Small Business of the Year 2019
Focused on your goals
Enriched by three decades of financial planning experience
Highly valued by our clients
Our team take extraordinary care to ensure:
You are listened to and heard
Your needs are understood and met
We are there whenever you need us
“After a conversation with Neil, I came to the conclusion that he was more clued-up and on my wavelength than any of the other advisers I’d spoken to before.”
(Richard, client since 2006)
Our warm welcomes
We’re well known for our hospitality and the care we show our clients. We want your meetings with us to be something you look forward to, so we take the time to make them enjoyable. We even provide tasty treats and a pack-up for the journey home!
There are other reasons our clients choose us too
The following pages explain a bit more about how we work and why our clients come back year after year.
We go the extra mile for our clients.
For more information on how we might be able to help you, speak to one of our friendly team members 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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