Wealth Management

Alextra Wealth Management assist both individuals and businesses owners/directors with their financial planning – both for the short and long term.

Our wealth management division helps our private clients on many aspects of financial planning.

This includes giving advice on your current financial strategy and helping to provide a robust plan for expanding and protecting your future wealth.

Alextra Wealth Management can help plan your financial strategy across the following areas:

 

A Pension is a long term investment the fund value may fluctuate and can go down. Your eventual income may depend upon the size of the fund at retirement, future interest rates and tax legislation.

Tax treatment is based on individual circumstances and may be subject to change in the future.

The Financial Conduct Authority does not regulate tax planning.

Equity release may require a lifetime mortgage or home reversion plan. To understand the features and risks, ask for a personalised illustration.
home reversion plan. To understand the features and risks, ask for a personalised illustration.

 

If you’d like to speak to a financial planner, please call 01270 250800 for an initial free consultation or visit the contact page to submit an enquiry.

 

Click here to contact us

 

Alextra Wealth Management Ltd is an appointed representative of TenetConnect Ltd, which is authorised and regulated by the Financial Conduct Authority. TenetConnect Ltd is entered on the Financial Services Register (www.fca.org.uk/register) under reference 149826.

Alextra Wealth Management Ltd is registered in England and Wales under reference: 05541620. Registered and trading office address: 7-9 Macon Court, Crewe, Cheshire, CW1 6EA.

The information contained within this website is subject to the UK regulatory regime and is therefore primarily targeted at consumers based in the UK.

 

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