Wealth Management Clients

Alextra Wealth Management Ltd highly experienced wealth management team help individuals secure their current and financial future. This includes retirement planning, pensions, investment advice, property ownership, building capital and tax efficiency.

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 are pleased to help individuals of widely differing financial resources or life stages.

Individuals

Alextra have a wide spectrum of financial expertise and assess to some first-rate financial products.

Our expert portfolio management, investment and pension advisors will work closely with you – discussing your attitude to certain levels of risk – and create a strategy that combines your longer-term goals and objectives with current financial market conditions.

Our highly skilled professionals all share a commitment to offering you quality independent advice, tailored to your personal and business needs. Some of our areas of expertise and services include;

 

Businesses

Alextra Wealth Management are also able to assist businesses in the increasingly complex area of corporate financial planning. This includes pensions, business protection plans, key person insurance, and strategies for Directors/Partners/Owners pay and pensions.

We are also happy to advise on exit strategies and succession management.

 

Personalised Service

Whatever your circumstances, we will work closely with you to create a financial strategy personalised to the specific needs relevant to you as an individual, your family or your business.

 

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 

 

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.