Wealth Management (Pensions, Investments etc)
Alextra Wealth Management Ltd highly experienced wealth management team help individuals secure their current and financial future.
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.
This service is available to individuals and business owners – as wealth management between the two can often be intrinsically linked.
Our highly experienced, independent and trusted team can advise on:
- Personal Financial Planning
- Business Financial Planning
- Wealth Creation, Management and Protection
- Retirement Planning
- Investment Risk Management
- Tax Planning
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.
Please call 01270 250800 for an initial free consultation or contact us here
To read more about what you can expect from a financial planner and the initial process, written by our own Steven Pepper, please click here.
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.