Financial Advice For Everyday People
The first myth to dispel is that we’re only for the rich - that's not true!
- We are pro-active Wealth Managers & Financial Advisers who don't believe in hefty up-front commissions.
- We wouldn't push somebody into something with potentially huge exit penalties.
- People find us friendly and approachable, there's no stupid questions, ask away.
Our Financial Planning Experts Are Here To Help You...
Marcus Warburton
Charlotte Reynolds
William Wells
Patrick Johnston
Josephine Chapman
We'll guide you each step of the way...
You can hear our team discuss our client’s frequently asked questions on the pensions & investments podcast
What Makes Leo Alexander Different?
There are a few things that we think make us a bit different. One is that we don’t charge those huge upfront commissions that are known in this industry. Another one is that we don’t recommend things that people can’t get out of. We wouldn’t push somebody into something where there would potentially be a huge exit penalty to leave.
We wouldn’t want anybody to have a life insurance policy that tied them into a series of payments that they couldn’t just stop. With mortgages, we try to make sure that we have an eye on the fact that you might choose to sell your house three years into a five-year deal. We very keen on people having control.
People’s lives are very dynamic, and the situation three years earlier is not the situation today. We do pay particular attention to that for every client.
