Alexander Grace

read moreAlexander Grace was established in 2001. Based in Meriden, Warwickshire, Alexander Grace is now firmly positioned as a premier provider of independent financial advice to both private clients and corporate clients. We understand the major financial decisions you make will have significant and life-changing consequences for you and the people around you. It is therefore essential that you seek professional independent financial advice from people you can trust. Please browse our website to find out more about who we are, our level of knowledge, experience and expertise and how we conduct business, or for further information please contact us.

read moreAlexander Grace is a Chartered firm of independently minded Financial Planners specialising in the advice and management around pensions and investments. We've been helping clients navigate complex financial markets since 2001 and from those very early days our business has evolved through client and professional recommendations. We are based very near the NEC and airport as well as the M42 Junction 6 close to Solihull. We will advise clients in the whole of the Midlands and also London and surrounding areas.

read moreThe 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.

read moreMany of our clients are professional people and will refer us to their clients or friends and family. We find this is because they trust us completely and know we will do our very best for their client, rather than pay them money. This enables us to be able to help professional connections to help their clients. We find Solicitors, Accountants and Insurance Brokers like to deal with us and indeed we are on the recommended 'refer to' panel at a number of well-known practices in the Midlands. Trustees are now duty bound to take proper financial advice when dealing with a trust's assets.

read moreWe make sure we take the time to understand your needs, aims, requirements and preferences before we make any recommendations - this is the process we follow. If you wish to discuss matters with us, then we will agree a suitable place and time to meet up. We'll consider any financial information regarding your circumstances that you can provide prior to the meeting, which will enable us to develop a clearer picture about your particular situation. It is very helpful if we have an idea of existing arrangements like investments and pensions along with income.

read moreAt Alexander Grace we value the people that we employ a great deal, and have invested in their development to ensure we give the service our clients deserve. The adviser has a dedicated 'Client Manager' who will have detailed knowledge of the adviser's clients and be on the end of the phone to help clients with any query. In addition we have structured roles for our other staff with specific duties to support the business and our clients' needs. Having been in Financial Services for 30+ years he has built significant experience working in pensions and investments.

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