Alexander Grace Ltd

Independent Financial Advice from a friendly team

Alexander Grace was established in 2001 to provide independent financial advice and over the years our business has developed through personal recommendations. We are based on the Packington Estate in Meriden, and we are firmly positioned as a premier provider of independent financial advice to both private and corporate clients.

At Alexander Grace we have a clear focus on ensuring our clients receive the best financial advice and service possible, we also understand that everyone will have specific needs and objectives. That is why our expert financial planners get to know our clients’ personal circumstances and produce an individually tailored financial plan to best achieve the future ambitions for them and their family.

Providing quality Financial Advice and a “first class” client experience  

Whether clients are considering investing for income or growth, what their options are on retirement, need advice about mitigating inheritance tax or are thinking about potential long-term care costs, our experienced financial planners will help navigate the financial complexities, maximise capital and minimise tax. We are here to help clients take control of their future and achieve their financial goals.

We aim to create close, longstanding relationships with our clients. Our personalised service will give clients complete confidence knowing experienced, qualified professionals are looking after their financial future.

Beginning with a robust investment strategy to establishing a tax-efficient retirement plan, we help clients reach their goals in the most cost-effective and financially rewarding way.

Support for business owners

We offer a range of business advice to ensure clients businesses and key personnel are protected as fully as possible. We understand business owners also have specific aspirations for their future beyond business, whether that be selling or retiring. That is why we will get to know you and your business and work exclusively for you as your trusted adviser

Keeping clients on track

Alexander Grace works in partnership with other professional advisers, such as solicitors and accountants, to help our clients through their financial lives. We believe in the importance of a long-term client relationship with Alexander Grace providing advice, guidance and support along the way.  

Alexander Grace Limited is authorised and regulated by the Financial Conduct Authority. Financial Services Register No 441359

Alexander Grace Limited registered in England and Wales. Company registration number 4138186