Business Details
25 Years
experience
Your Trusted Financial Advisers in Meriden
Established in 2001, Alexander Grace is a leading provider of independent financial advice based in Meriden, Warwickshire. Our firm specialises in pensions, investments, tax planning, and corporate financial strategies, serving both private and business clients across the Midlands, London, and surrounding areas. Regulated by the Financial Conduct Authority (FCA), we prioritise transparency, client-centric service, and long-term relationships built on trust and expertise. Our team of chartered financial planners delivers tailored solutions, ensuring clients achieve financial independence through robust, uncomplicated strategies. Recognised in the Financial Times Top 100 Financial Advisers 2022, we combine cutting-edge technology with a commitment to ethical standards and client education.With over 2,000 clients and 700 million in assets under advice, our focus remains on protecting wealth, minimising tax, and empowering clients to make informed decisions. We collaborate with accountants, solicitors, and other professionals to provide holistic financial solutions, supported by a dedicated client services team. Our fee structure is transparent, with no financial bias towards products or providers, ensuring impartial recommendations aligned with client goals. From initial consultation to ongoing reviews, we prioritise clarity, flexibility, and accessibility, offering home visits and meetings at our accessible Barn location.
Services
Pension Planning
Investment Management
Tax Planning
Corporate Financial Advice
Estate Protection
Details
- Year established: 2001
Highlights and features
- We offer over 20 years of experience in independent financial planning since 2001.
- Our FCA-regulated advice ensures compliance with the highest industry standards.
- Tailored financial strategies designed specifically for your personal or business needs.
- Transparent fee structure with no product provider biases or hidden charges.
- Award-winning service recognised in the Financial Times Top 100 Financial Advisers 2022.
Associations and certifications
- Financial Conduct Authority (FCA)
What people say
Excellent advice
Professionalism
Trust and confidence
Personalised service
Efficient handling
Services
Pension Planning
We help clients navigate pre- and post-retirement pension strategies, including defined benefit transfers, income drawdown, and annuities. Our FCA-regulated advice ensures tax-efficient solutions aligned with long-term goals. With expertise in auto-enrolment and corporate pension schemes, we cater to both individuals and business owners seeking financial security in retirement.
Investment Management
Our team creates diversified investment portfolios tailored to risk tolerance and financial objectives. We focus on capital growth, income generation, and asset protection, regularly reviewing performance to adapt to market changes. Clients benefit from transparent reporting and access to a wide range of investment vehicles without product bias.
Tax Planning
We develop strategies to minimise tax liabilities through ISAs, inheritance tax mitigation, and income tax planning. Our advice covers both personal and corporate tax considerations, ensuring compliance while maximising post-tax returns. Regular reviews ensure strategies remain effective amid legislative changes.
Corporate Financial Advice
We assist business owners with pension schemes, key person protection, share valuation, and employee benefits. Our services include exit strategies, trustee investment advice, and collaboration with accountants to ensure comprehensive financial planning for business sustainability and growth.
Estate Protection
Our estate planning services focus on preserving wealth for future generations through life assurance, trust management, and probate assistance. We work with solicitors to ensure legal compliance and efficient asset distribution, balancing client wishes with tax efficiency.
People
Neil Padget
Regional Managing Director and Executive Director
Co-founder of Alexander Grace with over 20 years of experience in financial planning. Specialises in building long-term client relationships and delivering strategic wealth management solutions.
Angela Ryan
Financial Planner
Chartered financial planner known for empathetic client support, particularly in complex cases involving health challenges or major life transitions.
Karen Pizey
Financial Advisor
Experienced advisor specialising in defined benefit pension transfers, praised for clear communication and thorough client education.
Lee Quinn
Chartered Financial Planner
Expert in handling complex pension pots and retirement strategies, with a focus on long-term client financial security.
Phil Bishop
Regional Head of Business Development
Leads business growth initiatives while maintaining the firm's commitment to ethical standards and client-first principles.
Questions
What services does Alexander Grace offer?
We provide private client services including pension planning, investment management, tax strategies, corporate financial advice, and estate protection tailored to individual and business needs.
Are Alexander Grace regulated by the FCA?
Yes, we are authorised and regulated by the Financial Conduct Authority (FCA), ensuring compliance with strict industry standards and client protection.
How does the financial planning process work?
Our six-step process includes initial consultation, needs assessment, tailored recommendations, implementation, and ongoing reviews to adapt to changing circumstances.
Do you charge transparent fees?
Yes, our fee structure is entirely transparent with no hidden charges or financial bias towards specific products or providers.
Which areas do you serve?
We operate across the Midlands, London, and surrounding regions, offering both in-person and remote advisory services.
Can you help with defined benefit pension transfers?
Yes, we specialise in complex pension transfers, including defined benefit schemes, with expert guidance on risks and tax implications.
