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Alex James Independent Financial Advisers Ltd

2 Reviews
Member 12+ Years
503295
The Millstone
Marlow Road
Bourne End
Buckinghamshire
SL8 5NX

Tel:
01628 36****
Mobile:
07737 38****


schedule Open : Closes at 18:00keyboard_arrow_down
Mon: 10:00-18:00
Tue: 12:00-20:00
Wed: 10:00-18:00
Thu: 10:00-18:00
Fri: 10:00-18:00
Sat: 10:00-13:00
Sun: Closed

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Member since : 9 Jan 2013
Manually reviewed : 29 Mar 2022
Last updated : 8 Jan 2025

About Alex James Independent Financial Advisers Ltd


Financial Advice is personal and bespoke to the individual or business receiving it, for this reason no one solution fits all.

Alex James Independent Financial Advisers have over 15 years experience providing advice to clients from saving for school fees, mortgage advice, retirement income planning and protection planning.

Holistic financial planning does not stop after meeting your objective, it is a continuous ongoing relationship to ensure financial goals and objectives are met over your lifetime.

An appointment can be made to meet at your convenience for an initial complimentary meeting to see if the company is able to help you.

The main objective is to provide truly independent advice, the company operates mainly on a fee basis. All advice is backed up by independent research to ensure there is no bias, and the service fits your needs.

Alex James Independent Financial Advisers Ltd is a member of the Chartered Insurance Institute and regulated by the FSA (684887), it is important to know who you are dealing with and the company have the correct authorisations and permissions to provide independent financial advice.

2 FreeIndex Reviews

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Paul Brandon
Byfleet
Alex james IFA set up an ISA portfolio for me. The transfer from a previous ISA was arranged and monthly contributions set up. The portfolio is set up according to my risk profile. So far after a short periood it is more than meeting my expectations.
Roger Ian Servante...
Leighton Buzzard
Alex James IFA Ltd advised me on the best annuities for my three pensions. I was not sure whether I could afford to retire, but their advice showed me that I could. Monies were transferred efficiently on time, there were no hiccups. I and my wife are glad we made the right choice of IFA.

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Ltd Company No: 05716323
Made with love in Bristol, UK