Alexander Grace Limited Chartered Financial Planner

Services

Private Client Services

The foundation of the service Alexander Grace provide to our clients is built on developing a long-term relationship that enables us over time to recommend the appropriate adjustments required to our clients’ financial planning strategy as events inevitably change.

Simple Approach

Our approach is simple, we aim to create strategies and structures that enable our clients to protect their wealth and attain financial independence, giving the financial freedom to eventually work through choice and not necessity.

Straightforward Solutions

The solutions we have will be as straightforward as possible and enable clients to be as involved as they wish. It is very important for us that clients understand what they are doing and why, so we will help and guide clients to do what is needed to make life as easy as possible. Let us take the worry out of money and help make clients achieve their aims.

Alexander Grace has a wealth of experience in financial planning providing clients with a comprehensive service designed to create a bespoke financial planning strategy.

Private Client Advice

The Financial Conduct Authority (FCA) does not regulate taxation advice

Corporate Financial Planning

Alexander Grace provides business owners with corporate financial planning advice in addition to looking after their own personal financial affairs. We work in conjunction with other professional advisers that assist our clients’ businesses, including accountants or solicitors.

Robust Financial Planning Strategy

Alexander Grace have the expertise to help business owners develop a robust financial planning strategy that includes the provision for pension planning through to business protection.

Deciding on the best benefit strategy for our clients’ businesses is also another integral part of building a successful company. We ensure that our business clients are able to continue to meet the challenges of a competitive business environment and ensure they are adequately protected.

Reviewing, Strengthening or Streamlining

It could simply be a case of reviewing, strengthening or streamlining your existing requirements or it may be time to introduce a whole new set of employee benefits. You may want to empower and reward your employees by allowing them the flexibility of being able to choose their own employee packages from a range of options you set. Working with Alexander Grace means you take the lead, you set your priorities and you choose a ‘package’ of assistance and advice to suit your needs.

From straightforward life cover to complex pension planning, we make the process as pain-free as possible. In today’s world of tight budgets and timescales, we will work with you to organise a simple, well-organised and headache-free package of benefits for your employees.

Corporate Financial Planning Advice

Professional Relationships

Many of our clients are professional people and will refer us to their clients or friends and family. We find this is because they trust us completely and know we will do our very best for their client, rather than pay them money. This enables us to be able to help professional connections to help their clients. We find Solicitors , Accountants and Insurance Brokers like to deal with us and indeed we are on the recommended ‘refer to’ panel at a number of well-known practices in the Midlands.

Trustee Advice

Trustees are now duty bound to take proper financial advice when dealing with a trust’s assets. Things must be done properly and we will sit on the trustee investment meeting each year to ensure the assets are positioned in the best possible way so that the beneficiaries are looked after. This is not only a requirement for Trustees, but also enables them to oversee the trust and meet their obligations towards the beneficiaries whom they want to look after. We will often use providers that a professional used in the past and will not disturb assets for the sake of it.

Feedback and Recommendations

With client agreement, we will always feed back to our connections, provide copies of recommendations etc. and work with them for the benefit of our clients. When various professionals can communicate with each other and understand their clients, then people can expect a really good outcome and service.

Professional Relationships Advice

What Clients Say
About Us!

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