About Us
About Us
At Alextra Wealth, our mission is to be “all together better” for our customers and to provide a tailored experience that caters to all circumstances and wealth management needs. With our wealth management services, you can avoid impulsive decision-making in times of downturn or growth, minimise your tax obligations and maximise your wealth for future generations. We give you great advice, but you’ll always be in the driving seat.
Who We Are
Alextra Wealth Management is part of Alextra Group, an accounting and wealth management firm that has been providing services to businesses and individuals across Staffordshire and Cheshire for over 20 years. Every one of our skilled and dynamic advisers has vast experience in account management, taxation, and wealth management services, and will help you to make the most of your hard-earned money. With our services combined, we provide a holistic approach to money, investments, and wealth tailored to your specific needs.
Plan, Protect, Grow
Our policy is to give you honest and trustworthy advice. No fuss, no jargon, no stress. We’ll provide you with a personal adviser who will work closely with you to keep your money on track throughout your lifetime. We’ll ask lots of questions the first time we meet, so that we can get a clear picture of your financial situation and the things that matter to you. Whether you are looking for pension advice, a portfolio review, or you’re struggling to understand inheritance tax, we’re here to help you navigate complex financial situations with ease.
Always Looking Ahead
The world can be unpredictable and markets can be volatile. We’re always looking ahead. We’ll help you to manage the risks and take advantage of the opportunities. Together, we’ll identify your priorities and goals and work out a plan – one that suits where you are today and where you want to be in the future.
Book Your Free Initial Consultation Today
No matter what life stage you are currently in, whether you’re planning for retirement, looking for a sound investment, or getting your tax affairs in order, we’ll create a unique financial strategy that is right for you. It all starts with our free initial consultation. Call our team today to find out more.
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.
The guidance provided within this website is subject to the UK regulatory regime and is therefore primarily targeted at consumers based in the UK.
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.