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Financial and Mortgage Services

Fees Structure For Financial Services

As Independent Financial Advisors and Mortgage Brokers, we are able to offer our clients flexibility and transparency of payment for our services. When providing any financial advice to you, we will always make the full costs known and discuss in full the payment options open to you.Financial Advisors and Mortgage Brokers

Nothing will ever be charged until we have discussed and agreed any charges with you. Our preferred method of conducting business with clients is through the transparency of a fee, agreed in advance.

This method removes, beyond any doubt, any possibility of commission bias affecting our advice. Most of our clients prefer to have us on a retainer: Bronze, Silver, Gold or Platinum options available.

Please view our Services & Costs Disclosure Document

We appreciate, however, that some clients may feel more comfortable with other approaches and are, therefore, prepared in some circumstances, to accept commission in lieu of the agreed fee or a hybrid combination of fees and commissions. Further details of our charges are available on request.

Alexander Financial Services offers advice on various financial products including:

Financial Advisor (IFA) and Mortgage Broker Services

  • Life and Critical Illness Cover
  • Investments
  • Income Protection
  • Pensions / Retirement Planning
  • Pension Transfers
  • Debt Help
  • Inheritance Tax Planning
  • Loans
  • Savings
  • Mortgage Protection
  • Health Insurance
  • Accident, Sickness and Unemployment
  • Buildings and Contents.