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Alexander House Financial Planning Reviews 

3
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TrustScore 4 out of 5

4.0

Financial advisor
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Company details

  1. Financial advisor
  2. also in
  3. Financial Planner
  4. Investment service
  5. Mortgage broker

Written by the company

At Alexander House Financial Planning, we believe financial advice is about more than pensions, investments, and protection. It is about helping people and businesses make confident decisions, achieve their goals and enjoy greater peace of mind throughout life's journey. Founded by Nick Kelly in 2013, Alexander House was built on a simple vision: to provide high-quality, independent financial advice delivered with transparency, integrity and a genuinely personal approach. Today, that vision continues to guide everything we do. We are a group of experienced, professional independent financial advisers dedicated to helping clients achieve long-term financial security and success. As independent financial advisers, we provide clear, unbiased advice tailored to your individual circumstances. Whether you are building wealth, preparing for retirement, protecting your family, reducing tax liabilities or planning your legacy, our role is to help you create a financial strategy that works for you today and in the future. Alexander House Financial Planning Ltd is an appointed representative of 2plan wealth management Ltd, which is authorised and regulated by the Financial Conduct Authority. 2plan provides network oversight of the advice process. The firm is entered on the FCA register under number 791612.

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4.0

Great

TrustScore 4 out of 5

3 reviews

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4.0

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(3)

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Rated 5 out of 5 stars

Finacial Advice

I have been fortunate enough to have known Jonathan for over 15 years and trust him implicitly. During this time and with guidance he has helped me in setting up a successful business which has sustained me for over 10 years.

During this time he has helped me with various financial decisions, always directing me professionally to the best path including planning for a comfortable retirement through investments and pensions totally separate from my business.

I would highly recommend Jonathan's expertise in any financial planning.

16 October 2026
Unprompted review
Rated 5 out of 5 stars

I’ve been working with Bhupinder at…

I’ve been working with Bhupinder at Alexander House since 2021 and have always found him incredibly helpful, knowledgeable and easy to deal with. He looks after my investments and insurance and takes the time to explain things clearly, without making anything feel complicated.

I’ve recommended Bhupinder to a number of family members over the years, and they’ve all had a similarly positive experience. It’s reassuring to have someone you can trust looking after such important financial decisions. I’d happily recommend Bhupinder.

16 October 2025
Unprompted review
Rated 5 out of 5 stars

I have been a client of Bhupinder Singh…

I have been a client of Bhupinder Singh at Alexander House Financial Planning for the best part of a decade. He has consistently looked after my investment needs with care and expertise. Bhupinder is very good at what he does, professional, knowledgeable, and always focused on helping me achieve my goals.
I have recommended his services (and Alexander House) to friends and family, and they have all been more than happy with the advice and service they received. Highly recommended.

2 October 2026
Unprompted review

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