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Alexander Grace
Alexander Grace

Our Services

There are times when it can prove difficult to establish your true financial needs, which is why we provide advice in a friendly and understandable manner.

Alexander Grace has been built based on honesty, reliability and an excellent service. Many of our clients have personally trusted us for nearly 20 years and throughout this period we've developed many good friendships.

Alexander Grace offer both personal and corporate advice on a whole range of financial services including the following:

Personal

  • Retirement and pension planning
  • Investing for capital growth or income
  • School fees planning
  • Tax planning and mitigation*
  • Protection against critical illness
  • Income protection
  • Inheritance and succession planning
  • Long-term care
  • Private medical insurance*
  • Family protection life assurance

Corporate

  • Employee benefits implementation and management
  • Flexible employee benefits menu systems
  • Group and executive
  • Pension schemes
  • Group income protection
  • Group death-in-service and dependants benefit schemes
  • Partnership and directors share protection
  • Key person business protection
  • Advice for your employees if required

*The Financial Conduct Authority (FCA) does not regulate all of these products and services

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

The material on the site is the copyright material of Alexander Grace. You may not copy, reproduce, republish, disassemble, decompile, reverse engineer, download, post, broadcast, transmit, make available to the public, or otherwise use Alexander Grace content in any way except for your own personal, non-commercial use. This includes but is not limited to all individual fund manager data such as rankings of fund managers and ratings of fund managers. Alexander Grace does not accept any liability for your reliance upon, or any errors or omissions. Any other use of Alexander Grace content requires the prior written permission of Alexander Grace.

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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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