All Together Better We’re here to help Learn More

CONTACT US

Crewe
01270 250800

CONTACT US

Newcastle-under-Lyme
01782 711637

CONTACT US

planningteam@alextragroup.co.uk

All Together Better

Financial planning doesn’t need to be complicated. At Alextra Wealth Management, we look after you and your money, offering a wide selection of services in one place. Whether you are looking for advice on pension planning, growing your capital, or preserving your wealth, we make planning for a secure future simple. 

1

We've got you

We tailor our wealth management services to suit your specific needs.

2

Sit back & relax

Let our wealth managers do the work for you.

3

A bright and secure future

Look forward to a secure future where your money works for you.

How We Can Help

With our in-depth understanding of the intricacies of financial planning and wealth management, we tailor every aspect of our service to suit your unique requirements. We’ll get to know your life goals, your challenges, and where you want to be. From here, we can recommend a strategy to get you on the right path to a financially secure future. 

Personal Finance
Planning

Plan for the future today. We’re with you for a lifetime of tailored personal financial advice and support.

Business Financial
Planning

Together with our colleagues at Alextra Accountants, we can formulate a strategy for protecting and growing your business.

Wealth Creation
and Protection

We’re experts in wealth creation, management, and protection and will make your money work hard for you.

Pensions & Retirement
Planning

Let us help you to create a retirement and pension strategy that gets you closer to a secure and relaxed retirement.

Investment Planning &
Risk Management

We’ll help you to get the balance between investment planning and risk management just right.

Tax Planning

Our taxation experts will help to ensure your money is working its hardest and that the tax you pay is fair.

HER'ES WHAT YOU SAY

Testimonials

  • Highly recommended! Steven Pepper has provided excellent financial planning advice to myself and also my mother over a good number of years. He is very knowledgeable, explaining everything so well and also shows a genuine interest in his individual clients as well.

    T Leese

  • Steven Pepper has been our financial advisor for a number of years. We have been exceptionally pleased with the advice we have been given, enabling my husband to take early retirement. Steven is very professional whilst at the same time friendly and approachable. He ensures we understand our financial needs now and in the future with regular financial reviews. We would highly recommend Steven and Alextra Wealth Management for your financial planning advice.

    J Lucas

  • Such great advice and efficient service! Highly recommend you connect with Steven Pepper for any financial independent info, thanks for always being in my corner Steven!

    S Mitchell

  • We recently received Financial Advice from Alextra Wealth Management. The advice was clear, concise and specific to our needs. 5/5 for service, happy to use Lydia Tutt & Alextra for our financial planning needs in the future.

    M Booth

  • Very thorough and professional

    N Donovan

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    Registered in England and Wales under registration number: 05541620. Registered Address: 7-9 Macon Court, Crewe, Cheshire CW1 6EA Alextra Wealth Management Limited is an appointed representative of 2plan wealth management ltd, which is authorised and regulated by the Financial Conduct Authority. Alextra Wealth Management Limited     is entered on the FCA register (www.fca.org.uk) under reference number 808586.