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Alexander Grace
Alexander Grace

Private Client Services

The foundation of the service Alexander Grace provide to our clients is built on developing a long-term relationship that enables us over time to recommend the appropriate adjustments required to our clients' financial planning strategy as events inevitably change.

Our approach is simple, we aim to create strategies and structures that enable our clients to protect their wealth and attain financial independence, giving the financial freedom to eventually work through choice and not necessity.

The solutions we have will be as straightforward as possible and enable clients to be as involved as they wish. It is very important for us that clients understand what they are doing and why, so we will help and guide clients to do what is needed to make life as easy as possible. Let us take the worry out of money and help make clients achieve their aims.

Alexander Grace has a wealth of experience in financial planning providing clients with a comprehensive service designed to create a bespoke financial planning strategy.

The Financial Conduct Authority (FCA) does not regulate taxation advice

Private Client Advice

  • Investing
  • Pensions - Pre and post retirement
  • Annuities
  • Income Drawdown
  • Tax planning
  • ISAs
  • School or university planning
  • Helping children and/or grandchildren
  • Life Assurance
  • Protecting Income
  • Estate protection

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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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