Independent financial advice to guide your future.
At Alexander Andrews we work with business owners and families to help them build long term wealth and financial freedom.
With so many financial solutions available, we know it can be daunting discovering and choosing the right ones for your situation, but we always take the time to listen to your unique goals and create the best package, so you can feel in control of your finances.
Helping you navigate:
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Investments
Creating & managing a portfolio of investments to help you achieve your financial goals.
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Pensions
Putting the right plan in place to secure the retirement lifestyle that you want.
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Inheritance Tax & Succession Planning
Help your loved ones now and in the future with careful planning.
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Financial Protection
Giving you peace of mind should the unexpected happen.
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Mortgages
We’ll introduce you to a team of mortgage experts.
We take a collaborative approach to find the right
solutions for each and every client.
Listen – Understanding you and gather information.
Plan – Analyse and Recommend a financial plan
Action – Implement the plan
Refine – Monitor and Review strategy
1: Listen
Our initial consultation is focused on finding out about you, reviewing your existing financial situation and understanding your future goals.
You may wish to build up a Retirement strategy, invest for your future, or look at Generational Wealth planning.
The cost of the initial meeting will be absorbed by us, and it is the opportunity for you to understand us, our process, how we are paid, the importance of ongoing relationships and how we are regulated.
2: Plan
After our initial consultation and we have agreed our professional services and costs, we will analyse the information and provide a personal recommendation, aligned to your specifics. You will have a clear strategy and feel comfortable in wanting to move forward and implement the financial plan.
3: Action
Now you are happy and comfortable in the path we are taking; we will ensure the plan is implemented. We will implement this in the most time efficient and cost-effective way and will provide updates and feedback throughout.
4: Refine
We feel this area, where we monitor and review your financial strategy, to be the most important part of our relationship. By implementing a strategy should not mean job done. We want to ensure it is still relevant and right for you, and therefore we adopt an optional ongoing service where we review annually, as a minimum and depending on the service you have agreed.
Our ongoing service allows us to review the strategy, ensure it is still appropriate for you, confirm any changes personally and ensure you are kept up to date with any legislation or taxation changes.
It is through regular reviews we can ensure you are kept in an informed position and where you are in achieving your financial goals.
Testimonials
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“We have worked with Stuart for well over 20 years and have always found him extremely knowledgeable in helping us work towards both our lifestyle and financial objectives. He listens carefully to understand our goals and works collaboratively to achieve our aims. We have always found him to be very diligent and a great person to work with.”
Richard W & Claire L-W
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“Stuart has been my Financial Adviser for 14 years now. He has a friendly manner and is always professional and precise. He will always explain matters in depth and clearly if they are not evidently clear and if I ever have a question or query he will be there to help. I would have no hesitation in recommending Stuart should you require Financial Advice.”
Alison V
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“Since working with Stuart I have always found his service levels of the highest order. I was new to investing when we met and Stuart has always provided clear and considered strategies to make the most out of the financial situation I have been in along the way in a way that I have been comfortable with and have seen results against on a consistent basis.”
Guy O'B
About Stuart
He established Alexander Andrews Wealth to serve the needs of his existing clients and their families in delivering a bespoke service. Stuart is known for his clear strategies and delivering them in a practical and straightforward manner that are understood by his clients. This is recognised in the longevity of the client relationships that have been built and retained, since first becoming an adviser.
Stuart is married to Nicola, and they have three children. Aside from spending time with his family, Stuart enjoys playing Football, going to the gym and playing Chess. He also has various football coaching badges and helps with both his sons’ football teams every week.
Stuart has been actively advising both private and corporate clients for over 20 years as an Independent Financial Adviser. He specialises in areas of Retirement and Investment planning, including Inheritance Tax strategies and the Protection of clients against ill health/premature death. He holds the AF7 Pension Transfer Specialist accreditation.
Stuart focuses on delivering solutions to clients through the creation of bespoke financial plans. He is a huge advocate for Cash Flow planning to help clients visualise their positions and risks they face to see how likely they are to achieve their financial goals and where their finances are taking them.
Stuart places importance on regular reviews to ensure changing legislation, economic position and client specific changes are all taken into consideration to ensure his clients’ strategies remain relevant.
FAQs
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You may overlook professional wealth management because you wrongly assume you’re not rich enough, but it is more a question of clarity.
If you have early retirement plans, or you want to release some equity the decisions surrounding remortgaging, pensions and estate planning can quickly become complex and professional financial advice can help you navigate the options.
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Alexander Andrews absorb the cost of the initial meeting, so we take our time to Understand You and what you need to achieve your Goals.
We never want you to feel rushed into making decisions and we will discuss all of the options and our process to ensure you feel comfortable with each decision we make collaboratively.
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I know it can be tricky with the multitude of financial advisers out there. Many of my clients just didn’t know where to go to get sound advice.
My loyal clients have trusted me with their finances over the decades - they count on me me to keep their finances transparent, simple and on track, so they can enjoy life.
Most of my clients have come from word of mouth recommendations from my clients, and I feel proud that I’ve had such a positive impact in their lives.
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We are independent financial advisers, and therefore we are not tied to any one financial provider. We remain unbiased.
Plan for your future today.
Testimonials
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“Stuart was recommended to us 16 years ago. Our investments were with a large ‘faceless’ investment company who could never give us the financial advice we needed! He arranged all our policies into an easy to manage portfolio so we could plan properly for the future and give us some clarity on what products we were holding and how relevant they were. He gave us the confidence to undertake some major home improvements, assuring us that it wouldn’t impact on our long term planning. We are now retired and he is still providing good, sound advice, which is invaluable to us as we try and maintain the standard of living we’ve been accustomed to. He has always been available to answer any questions or to reassure us in times of uncertainty and we would have no hesitation in recommending him.”
Liz & Colin R
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"I was introduced to Stuart shortly after selling a business I founded in 2015. The only connections I had in the advisory market were from the larger groups or via my bank. Neither were particularly appealing so a good recommendation from a close family friend led to my first conversations with Stuart. Without going into the complexity of my financial situation (with a deferred earn-out but also a change in my salary position after selling the business) I was expecting things to be challenging and confusing. Stuart spent a lot of time talking me through things, asking questions I hadn’t considered about my future financial plans, and then came back with a very detailed but incredibly well-explained approach to maximise my financial affairs for now and my future (as well as that of my children and grandchildren). ...
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... Stuart not only possesses the financial acumen to have helped me plan the future but has shown a deep understanding of my personal circumstances which mean I feel my finances are exactly where I want them to be. He’s supported me and my wife as we got to grips with our options and spent as much time as we needed (a lot at times!) walking through anything in fine detail. Stuart is incredibly responsive and has taken time at very short notice when I have needed anything. I would have no hesitation in recommending Stuart and have done to several friends."
Dan & Kim S
Contact me
enquiries@alexanderandrewswealth.co.uk
Tel: 07770 304009
New Broad Street House,
35 New Broad Street,
London EC2M 1NH
