The beginning of a new year is a great opportunity to get on top of some of the tasks you’ve been putting off for a while. For some people that means a good detox after a Christmas cake binge, picking...
Author Archive
Three hidden ways that Covid could damage your financial security
The Covid crash has threatened the prosperity of millions across the country. While government support measures have gone some way to mitigate its effects, there has been an unseen level of redundancies and a recession of historical proportions. However, some of...
The Chancellor’s Winter Economic Plan
In December 2019, the Conservatives won an 80 seat majority in the General Election and three months later, new Chancellor Rishi Sunak presented his first Budget. But by then there was a large cloud on the horizon – the outbreak...
Retirement Planning – Are You On Track?
Making sure you’re on track to retain your lifestyle in retirement Do you feel like you just go to work day in, day out, with the weeks quickly turning to months and the months to years? If that’s the case, you may...
Opportunity To Join The Wealth Management Team!
We are looking for a qualified financial planner to join our growing firm. We believe in serving the local community with truly Independent Financial Planning and our goal is to work with people to help them live their best life. The...
Alextra Wealth Management Steps In To Aid Clients Who Have Been “Given The Boot!”
Clients of other firms told their custom is no longer required We have been contacted by several people in August and September who have told us that two separate wealth management practices in the Cheshire and Staffordshire area have formally...
Lockdown – A new perspective?
The time in lockdown has given people the opportunity to reflect on what’s really important to them. It’s been a time to re-evaluate priorities and think about resetting goals for the future. What about you? What have you missed? Has it...