Lucas Alexander - Our Aims


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Our Aims

Our aim is to provide friendly, independent and above all quality financial planning advice and solutions, not just a one size fits all approach. We provide advice principally in the following areas:-

Mortgages
Protection
Investments
Retirement Planning and Solutions
Estate Planning
General Insurance

We also specialise in Business financial planning and offer bespoke advice for Sole Traders, Partnerships and Directors of Limited Companies.

How we work

As independent financial advisers and mortgage brokers we are able to access the whole market when obtaining the best rates and designing financial plans for you.

We would prefer to meet you to establish a personal working relationship, we can also offer an online service or telephone based advice service if it is not possible to meet either at our offices or at your home.

We offer our clients a choice of either a fee based service, commission based or a combination of both depending on the type of business transacted.

We charge a minimum discretionary fee of £295 for arranging your mortgage.

Your home may be at risk if you do not keep up the
repayments on your mortgage.

Lucas Alexander Homepage | Contact us

Consumer Credit Licence No: 574091 | Data Protection Act Registration No: PZ911064X | Company Registration No: 5473484

Lucas Alexander Financial Solutions Ltd is an appointed representative of Sesame Ltd, which is authorised and regulated by the Financial Services Authority. Sesame Ltd is entered on the FSA register ( www.fsa.gov.uk/register ) under reference 150427

The Financial Services Authority do not regulate some forms of Mortgage, Equity Release Schemes, Inheritance Tax Planning, Tax Planning or Offshore investments.

This internet site is directed to UK residents only.

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