Alexander Grace is a Chartered firm of independently minded Financial Planners specialising in the advice and management around pensions and investments.
We've been helping clients navigate complex financial markets since 2001 and from those very early days our business has evolved through client and professional recommendations.
We are based very near the NEC and airport as well as the M42 Junction 6 close to Solihull. We will advise clients in the whole of the Midlands and also London and surrounding areas.
We provide impartial, unbiased and objective independent financial advice, with a view to protecting and enhancing our clients' wealth and sense of well-being.
Our qualified independent advisers cover the whole financial services market. Whether you are seeking to build an investment portfolio or creating a tax-efficient retirement strategy we have the expertise to provide the answer.
At Alexander Grace our highly skilled advisers' use state of the art technology enabling us to meet all of our client's financial needs both personally and in a corporate environment to achieve their objectives in the most cost-effective way.
This is important because there are literally thousands of different options available and our clients want to be certain that any investment, pension, healthcare, or insurance recommendations that we present for consideration are the most appropriate to their individual needs.
In other words, recommendations that are totally in our clients' interests – not someone else's.
Our initial meeting is at our expense after which we provide in writing a full explanation of costs. We do nothing until we have a thorough understanding of our clients' requirements.
With that knowledge, we can identify the products that will enable our clients to achieve their goals delivered by an entirely personal service. We then prepare and analyse recommendations, assessing benefits against cost.
Our final proposals are well-researched and constructed on the basis of what's best for our clients and nobody else. And of course, we are prepared to work alongside our clients' accountants and solicitors.
We firmly believe in the importance of working together to build rewarding relationships and working closely with our clients enables us to help them fulfil and achieve their objectives.
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Alexander Grace Limited is authorised and regulated by the Financial Conduct Authority. Financial Services Register No 441359
Alexander Grace Limited registered in England and Wales company registration number: 4138186
The Financial Ombudsman Service (FOS) is an agency for arbitrating on unresolved complaints between regulated firms and their clients. Full details of the FOS can be found on its website at www.financial-ombudsman.org.uk
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