The complete service

The very nature of wealth management solutions normally requires us to consider all aspects of clients' financial well-being.

Our advisers are fully qualified and experienced to advise you.

A free consultation, without obligation

There are times when it can prove difficult to establish your true financial needs. You may want an expert to consider whether or not your finances are in order or to point out if you need to take some action.

We offer a free consultation, of up to half an hour in length, to consider your personal circumstances. Our consultation offer is made without any obligation upon you.

Our advisers are available to meet in person, or if you would prefer it is possible to hold a consultation over the telephone.

We will always offer you the option of paying us by way of a fee for the work we may do after your initial consultation. Any fees or other renumeration will not be incurred without your agreement.

Achieving your objectives

Planning for retirement (now or a long way off), investment, financial protection, improving tax efficiency or simply ensuring your current financial arrangements are achieving your objectives, Alexander Grace Limited has the expertise. In addition we are comfortable working with other professional advisers including accountants and solicitors to deliver a comprehensive service. We can work with your current advisers or recommend specialists with appropriate core skills where required.

There may be occasions where we are not able to advise and in that situation can refer you to other professionals. Examples of this would be mortgage or debt advice, preparing a will or arranging general insurance. We would work with these professionals to ensure your overall needs are met.