Personal Financial Planning

Personal Financial Planning

Looking for help with personal financial planning? We have years of financial planning and investment expertise and we’re able to provide you with tailored guidance and advice whatever your circumstances or future goals. Whether you’re planning for your own next chapter or making plans for the future of your children or grandchildren, we’ll help you secure a bright and financially stable future for everybody.

How We Can Help

Our financial planning experts provide tailored advice and services that are aligned with where you are today and where you want to be tomorrow. We put clients at the heart of everything we do with a strong focus on financial security,  strength, and positive results. Whether you are looking for the best returns on your pension, or you’d like to dip your toe into the world of investing, we’re here for you every step of the way.

Investing For the Future

From ISAs to SIPPs, we’re here to help you to invest for a secure future. With years of experience helping clients invest with confidence, we’ll recommend ways you can make your money work harder. Whether you are a seasoned investor or just starting out, our advisers will help you to find the right investment opportunities to suit your needs and goals. We also carry out periodical reviews of your investment portfolio to ensure your money is on the right track.

Plan Your Finances With Confidence

With so many paths to take when planning your finances, the process can become a little daunting. Our financial advisers will help you to see clearly and give you the clarity you need to plan your finances with confidence. We’re here to help you through every financial milestone of your lifetime, from opening your first investment plan to planning for your retirement. And with our customised service, we put the personal back into personal financial planning.

Making the Most of Your Investments

When it comes to investing, we provide you with a wide selection of services. Whether you would like to entrust us with the day-to-day management of your investment portfolio, or you’re looking for a peer who can guide you in the right direction, we have you covered. We’ll always strive to deliver the best outcomes and identify new opportunities that will benefit you. Most of all, we’ll be your first point of contact whenever you need investment advice.

Ready To Get Started?

Speak to the team at Alextra Wealth Management today for help with all aspects of personal financial planning. Let us get you on the road to a secure and stable financial future.



Personal Finance

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

Business Financial

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

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 ( under reference number 808586.