Wealth Creation, Management and Protection

There are three crucial aspects of personal financial strategy. Alextra Wealth Management Ltd would be pleased to assist in some or all, as required.

We have a number of clients who feel that their personal wealth isn’t yet at a level sufficient for future financial security for the individual and their family.

Interest rates remain at a low level in the UK, our wealth creation experts will clearly explain other options available and any potential risks associated.

This includes property investment, bonds, securities, stocks, share and other investment opportunities.

Of course, you may have recently inherited a sum of money and you require sound advice on the best way to grow this money further.

It’s important your cash grows at least at a level of inflation, as a bare minimum.

Financial planning is a forever evolving process, even after the fundamentals have been dealt with. Circumstances change, markets change, investments & pensions can be volatile. Long term planning, and realising that investments can go down as well as up, is crucial.

Management of your financial plans over time – as micro and macro factors both come into play – is our forte. Explaining the risk and reward, combined with a long term strategy (not short term snapshot), is what our advisors strive to achieve.

Protection of your financial future, via a combination of carefully selected life assurance policies, tax planning, and a diverse investment portfolio, is available as part of our complete service.

Whatever your personal circumstances, and regardless what stage in your financial journey you are, Alextra would be delighted to assist you with our knowledgable and friendly experts.

As a reminder, Alextra Wealth Management can assist in the following key areas of financial planning for now and the future.

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.

If you’d like to speak to a wealth manager, please call 01270 250800 for an initial free consultation or click on the button below to submit an enquiry.

 

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.