Alexander Grace Limited Chartered Financial Planner

Welcome to
Alexander Grace

Providing independent financial advice in the Midlands since 2001.

We’re Alexander Grace, a group of experienced Chartered Financial Planners. We can help you save and invest more purposely, unlocking the future you want.

We do this by taking the time to get to know you, what matters most and then delivering a financial plan that’s individually tailored to you. And, as independent advisers, we’re unbiased. Any investment recommendations we give are in your interests only, not someone else’s.

If you’re looking to grow your investments, protect your estate or planning ahead to retirement, now’s the time to get in touch. Our team of highly-skilled financial advisers are here to help. Contact us today for a free, no obligation consultation.

Why We Are Different

Alexander Grace was established in 2001. Based in Meriden, Warwickshire, Alexander Grace is now firmly positioned as a premier provider of independent financial advice to both private clients and corporate clients. We understand the major financial decisions you make will have significant and life-changing consequences for you and the people around you. It is, therefore, essential that you seek professional independent financial advice from people you can trust.

Get To Know You

All clients have different needs and aspirations. We get to know our clients and not just stick to one procedure to design recommendations. Whilst the theme is often similar, all client plans will be individually tailored. Also, we will revise our plan if clients wish.

Don’t Overcomplicate Plans

We do not look to overcomplicate clients’ Financial Plans. This does not mean that we compromise on a spread of quality assets, and we always ensure our client has sufficient ready access money.

Experienced People Who Care

The people at Alexander Grace are highly experienced and we take a lot of care and time to ensure that we are trained and competent in what we do. Achieving further qualification is encouraged for all of us and we all smile a lot!

Gold Standard Award

We have recently been awarded the prestigious Chartered Financial Planners designation by the Chartered Insurance Institute (CII) – one of around 650 firms out of approximately 10,000 in the UK. This is the industry’s gold standard for firms of financial planners. It confirms that we have satisfied rigorous qualification criteria by retaining highly-qualified staff who subscribe to the membership conditions of the Cll. It also involves a commitment to continuing professional development and adherence to an industry standard Code of Ethics.

Straightforward Recommendations

Our recommendations are always written in a straightforward manner and will usually provide a summary of the main points. We will explain the recommendations we make and why we have made them as we really want clients to understand, not necessarily the full detail, but certainly the risks and why we feel action should be taken.

No Financial Bias

We are remunerated by way of a fee and these are utterly transparent as we have a straightforward fee structure dependent upon the work we do. There Is absolutely no financial bias towards any one product or provider.

Honesty And Integrity

We will go the extra mile for clients who need us to. Honesty and integrity are central to the way we work and we have many checks and balances to ensure things don’t go wrong. We ensure providers stick to what they promise and encourage clients to get us to sort out any problems they may have with organisations.

Flexibility

We will visit you if appropriate at home, work or other suitable places, or you are welcome to meet us at our lovely converted Barn location which is easy to get to and there is easy parking. We will even pick clients up from Birmingham International Station.

Our Financial Planning Services

We can give you unbiased advice on a wide range of topics, including:

Growing your financial assets

Our expert financial planners work with you to plan and identity which investment options are best for your unique needs so you can achieve your current and future financial planning goals.

Reducing your inheritance tax bill & protecting your estate

With our flexible solutions and support around tax and trust planning, including advice on tax-free assets, trusts, gifts and life assurance, you can protect your estate and mitigate your inheritance tax bill.

Planning for your retirement

We can help you create a pension plan that suits you, with advice on tax relief, pension schemes, and making the best use of your pension pot so you can get the most out of your retirement.

What Makes Us The
Financial Planners Of Choice?

Don’t just take our word for it, take a look at what our clients say

Clients who have provided a testimonial, have also provided written authority that their testimonial may be used on our website.

All communications have been clear, timely & with the necessary detail. Very much a joint partnership, working towards my objectives which helps give complete confidence in all decisions. I would absolutely recommend Neil & the team at Alexander Grace to any of my friends, colleagues & family without hesitation.

David Consultant

I was recommended to Neil, having never needed the services of a financial planner before, and I cannot speak highly enough of him. He has been efficient, thorough, utterly reliable and always ready to go the extra mile. I know that my investments are being handled by the best out there and I would trust him one hundred percent in all my financial dealings.

Cathy Williams Author

We have always been entirely satisfied with the way Rob King deals with our company and personal finances and trust our relationship will continue for the foreseeable future.

Susan Morgan Retired Director

Ease of being able to contact Mr King/Alexander Grace is of the utmost importance and gives me great confidence in my dealing with your company

Mike Procter Director

Not a lot we can add to the "strongly agree" which we do not put lightly. Delighted at the service and more importantly the performance of the portfolio.

Roland Eric France Director

Only other comment is to say thanks, especially to Rob, but also to the whole team in helping to get me and my family to our goals.

John Wadsworth Retired Director

I would like to thank Neil and his team for presenting a speedy and informative service on all aspects relating to my pensions and would have no hesitation to recommend your company to all my friends and family.

Clive Radnall Retired

Well handled throughout, very efficient. My wife and I felt there was a clear understanding of our Pension requirements without a high pressure sales pitch. Excellent advice and service.

Martin Douglas Business Adviser

From the moment I engaged their services, I was impressed by their professionalism and commitment to understanding my unique financial goals. Their team of highly skilled financial planners took the time to listen to my concerns, assess my current financial situation, and develop a personalized strategy to help me achieve my objectives.

Richard Wright CEO

I was recommended to Lee by a trusted advisor to handle various pension pots accumulated over 30 years. Efficiently handled and explained with positive outcomes for both the immediate and longer term, Lee and the team give me great confidence my pension investments are in safe hands.

Julia Edwards

AG have been our financial advisers for nearly 20 years, during that time we have found their advice invaluable, with regular personal reviews taking into account changing needs, supported by clear written comprehensive reports, with amendments or recommendations personally explained. The Client Team are very efficient, easy to talk to and quick in responding to any queries or making follow up appointments. Neil and Angela have provided us with plain good old fashioned personal service, the sort not easy to find in the corporate world.

Keith and Gaynor Lea

I was recommended to this firm nearly three years’ ago when looking for specialist advice on transferring my defined benefit pension scheme. Being naturally cautious and aware of warnings to avoid sharp operators in this market I approached discussion with understandable prudence and trepidation. What struck me immediately was the ethos of calm professionalism, assured knowledge and utmost integrity of everyone I spoke to at the company. At no time did I feel pressured or rushed into making decisions. Rather, I was encouraged to question and fully consider all aspects of what is a very complex matter with far-reaching life implications. I have continued to be impressed with the standards of care and professionalism in all aspects of their service and the efficiency and friendliness of my Financial Advisor, Karen Pizey.

Peter Whitehouse

Let’s Do Something Great Together

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    Investment strategyRetirement & PensionsInheritance TaxGeneral Enquiry

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      Investment strategyRetirement & Pensions
      Inheritance Tax        General Enquiry

        Subject: 
        Investment strategy
        Retirement & Pensions
        Inheritance Tax
        General Enquiry

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