Alexander Financial Management
Financial Services in Swansea
Alexander House
110 Frampton Road
Gorseinon
Swansea
Abertawe
SA4 4YE
Contact Numbers
Glenn Lewis: 0779 90... 0779 900 4172
Fax: 0871 26...
Social
Opening hours
Monday to Sunday: 9am - 5:30pm
Key Services
About
About us......
Alexander Financial Management offers a Simplified, Professional, yet personal service for clients who seek advice/help on Wills, and Estate Planning including Pre-paid Funeral Plans. We also act as Introducers for General Insurance, Life Assurance, Mortgages, and Pensions. .
Trade Bodies / Associations
Glenn Lewis is a Certified Member of the CII (Chartered Insurance Institute)
Specialist Services
We are in partnership with specialist companies that provide solutions to Businesses and Companies, that may be eligible for Capital Allowances specifically PEFFs, but also Companies that have incurred expenditure in Research and Development, that consequently qualify for Tax Credits.
Trading Since
1984
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Products and Services
Wills
Will Writing
We offer a Full Will-Writing, & Estate Planning Service. We work in conjunction with a Professional Will-Writing company, that has a £2 Million Professional Indemnity Policy in place.
Price: Varies
Tax Allowances
Capital Allowances
We assist businesses obtain Tax Credits or Tax Refunds in respect of Capital Allowances specifically PEFFs (Property Embedded Fixtures & Features). Additionally also help Limited Companies obtain Tax Credits in relation to Research & Development.
Price: No Win No Fee basis
We offer these services
- Free Parking
- Late Opening
We offer these payment methods
- Cheque
- Bank Transfer
