Business Details
25 Years
experience
Independent Financial Advisers in Meriden
Established in 2001, Alexander Grace is a reputable financial planning firm based in Meriden, Warwickshire. We specialise in providing independent financial advice to both private and corporate clients, with a focus on pensions, investments, tax planning, and wealth management. Our team of highly qualified financial planners is committed to delivering tailored solutions that align with each client's unique circumstances and long-term objectives. As a firm regulated by the Financial Conduct Authority (FCA), we adhere to stringent professional standards, ensuring transparency, integrity, and client-centric service.Our approach prioritises building lasting relationships through clear communication, straightforward recommendations, and a deep understanding of our clients' financial needs. With over two decades of experience, we have earned recognition as a trusted advisor, including inclusion in the Financial Times Top 100 Financial Advisers 2022. Our commitment to excellence is reflected in our client testimonials, which highlight our professionalism, reliability, and dedication to achieving optimal financial outcomes.
Services
Private Client Services
Corporate Financial Planning
Tax Planning
Pension Advice
Investment Management
Details
- Year established: 2001
Highlights and features
- We have over 20 years of experience in independent financial planning.
- Our team holds chartered and certified financial planner qualifications.
- We provide transparent fee structures with no financial bias towards products.
- Our recommendations are tailored to individual client needs and goals.
- We maintain a client-centric approach with regular, flexible reviews.
Associations and certifications
- Financial Conduct Authority
What people say
Excellent advice and service
Highly recommend
Professional and reliable
Transparent communication
Tailored financial strategies
Services
Private Client Services
Alexander Grace offers bespoke financial planning for individuals, focusing on pensions, investments, tax efficiency, and wealth preservation. Our approach ensures strategies align with personal goals, providing clarity and confidence in financial decisions. Clients benefit from ongoing support and regular reviews to adapt to life changes.
Corporate Financial Planning
We assist business owners with corporate financial strategies, including pension schemes, employee benefits, and business protection. Our expertise helps companies navigate complex financial decisions while aligning with long-term organisational goals. Tailored solutions ensure compliance and sustainable growth.
Tax Planning
Our tax planning services aim to minimise liabilities through legal and strategic approaches, focusing on inheritance tax mitigation and investment structuring. We ensure compliance while maximising after-tax returns for individuals and businesses.
Pension Advice
We provide comprehensive pension advice, covering pre- and post-retirement strategies, annuities, and income drawdown options. Our goal is to secure sustainable retirement income while navigating regulatory requirements and market fluctuations.
Investment Management
Our investment management services focus on building diversified portfolios tailored to risk profiles and financial objectives. We prioritise long-term growth and capital preservation, with regular performance monitoring and adjustments as needed.
People
Neil Padget
Regional Managing Director and Executive Director
With over two decades of experience, Neil Padget leads Alexander Grace's strategic direction. He specialises in financial planning and wealth management, ensuring clients receive expert advice aligned with their aspirations.
Angela Ryan
Financial Planner
Angela Ryan delivers personalised financial solutions, focusing on client needs with empathy and expertise. Her approach combines thorough analysis with clear communication to build trust and long-term relationships.
Lee Quinn
Chartered Financial Planner
Lee Quinn provides expert pension and investment advice, holding FPFS Chartered status. His client-focused approach ensures tailored strategies that adapt to evolving financial landscapes.
Karen Pizey
Financial Planner
Karen Pizey offers dedicated financial planning services, specialising in pension transfers and retirement strategies. Her commitment to client care ensures transparent, jargon-free guidance.
David Archer
Regional Head of Financial Planning
David Archer oversees financial planning operations, ensuring high standards of service and compliance. His leadership supports advisors in delivering exceptional client outcomes.
Questions
What services does Alexander Grace offer?
We provide private client financial planning, corporate financial advice, tax planning, pension management, and investment strategies tailored to individual needs.
Is Alexander Grace regulated by the FCA?
Yes, we are authorised and regulated by the Financial Conduct Authority, ensuring compliance with professional and ethical standards.
How does the financial planning process work?
Our process includes an initial consultation, needs assessment, tailored recommendations, implementation, and regular reviews to adapt to changing circumstances.
Do you offer services to corporate clients?
Yes, we provide corporate financial planning, including pension schemes, business protection, and employee benefits tailored to business owners' needs.
What areas do you cover?
We serve clients across the Midlands, London, and surrounding areas, offering both in-person and remote consultations.
Reviews (3)
Caroline Holland
Feb 10, 2022
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I feel very lucky that we were introduced to Alexander Grace some years ago. They are on hand for advice whenever we need it and generally helpful and reassuring.
Prav Mistry
Feb 23, 2018
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Hi Steph, In regards to your recent comment above, I can assure you that Alexander Grace Ltd in Meriden did not make a cold call to your husband. I am an employee at Alexander Grace Ltd, we are a professional firm and we do not make unsolicited calls. Kind Regards
Steph Walker
Nov 11, 2017
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Got a cold call on our business number asking to speak to my husband re pensions. I said he was not in the office, . Caller said would phone him on his mobile, I said not to unless it was urgent as he was out on site for the next few days. He said he would anyway and then just put the phone down on me. Rude!
