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Independent Financial Planning

We offer access to Alexander’s Financial Planning, our Independent Financial Planning business that provides personal financial planning reviews for Alexander Accountancy clients and contacts. This simply involves an introduction to Stuart Reynolds, our independent financial planning partner, who will conduct a personal review that is free at the point of delivery.

Who can benefit?
Every client and contact has the potential to benefit from this service, be it now or at some time in the future. Often financial planning reviews are triggered by a change in circumstances such as a new career, new baby or new partner, among many other scenarios.

Key benefits:
Ideally everyone should periodically go through this process, even if all they want to do is sense check what they already have.

Main outcomes:
Clients will be given an assessment of where they are now and what they currently have, together with an appraisal of what they can do now or in the future to achieve their aims and goals.

Compliance
Financial planning is a highly regulated sector, and we only use the services of fully qualified and regulated independent financial advisors.

Alexander Accountancy’s process:
This process usually begins when an accounts review indicates the client could benefit from a personal financial planning review. At that point Alexander Accountancy will offer an introduction to Stuart Reynolds so he can conduct an in-depth planning review and offer appropriate advice and recommendations. Following that the speed of delivery will depend on the type of actions required, influenced by the client and any existing providers they may have.

How we overcome popular misconceptions:
Sometimes we get a reaction that we are trying to sell products such as life assurance. This is not actually the case, it is an added benefit that Alexander Accountancy wants to be available to all its clients and contacts. Clients can take advantage of the free consultation and then continue using the services of another financial advisor, it will not detract from the existing relationship or the services we already provide.

Alexander’s Financial Planning Ltd of 12 Granary Wharf Business Park, Wetmore Road, Burton On Trent, Staffs DE14 1DU is an introducer appointed representative to Equity and General Financial Services Limited, directly authorised and regulated by the Financial Conduct Authority (No 474163).