Wealth Creation, Management and Protection

Wealth Creation, Management and Protection

Wealth creation is important, but it’s just part of a good investment plan. At Alextra Wealth Management, we offer a holistic approach, helping you create and manage your wealth and protect it from market volatility, unnecessary taxation, and other risks. We look beyond your financial goals so that we can understand your lifestyle wishes and aims for the future.

How We Can Help

When you join us as a client, you’ll be tapping into years of experience in wealth management. Wealth can be earned as well as lost. That’s why we’ll build a strategy that protects and preserves your wealth as it grows. To ensure the best financial future for you and your family, you need a wealth management plan that delivers the best possible returns. Choosing our services can enhance your wealth, protect your capital, and grow your family assets.

Create Your Wealth

Whether you are just starting out on your investment journey or you’re looking to protect your portfolio of assets, we can adapt our services to suit you. We aim to provide the best financial outcomes for you and your family. We’ll work to increase your wealth and identify new opportunities for generating more. And all the while, we’ll tailor our services to suit your financial circumstances, expectations, and risk preferences. 

Protect Your Wealth

Nobody can predict the future, but you can have the right measures in place to protect and preserve your wealth. Whether your ultimate goal is to be comfortable throughout your retirement or provide security to your loved ones, we can create a wealth protection strategy that gives you peace of mind. By mitigating the impact of factors like death and taxes, we’ll help you to get the most from the wealth you have built up.

Pass On Your Wealth

Making sure that your wealth is passed on to the right people at the right time is one of the most important things you can do for your family. With tax allowances and legislation constantly evolving, it can be a challenge to keep up. We’ll review and manage your investment and financial arrangements to ensure the money and assets intended for your family are not jeopardised.

Ready to Get Started?

At Alextra Wealth Management, we offer a range of services that will help you legitimately reduce your tax burden, manage your wealth, and ensure your hard-earned money goes to your chosen beneficiaries and not the government. Speak to our team today to find out more and arrange a free discovery meeting.



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 (www.fca.org.uk) under reference number 808586.