About Us | Alexander Price Limited |
Based in Wimborne Dorset, Alexander Price was founded in 1992. We recognised that the thousands of products,
millions of pages of literature and myriad rules made it near-impossible for busy people to make exactly the
right financial decisions. Our vision was to help these people; firstly, by understanding exactly what their
circumstances were, and only then recommending solutions to meet their needs and goals.
Today, Alexander Price has grown to become one of the leading Independent Financial Advisers in the South,
looking after long established personal clients and their families as well as businesses from small
independents to larger corporations. We employ a dedicated team of advisers and the men and women
who serve our clients all share the original vision of client service, so that all our clients
enjoy the benefits of the Alexander Price approach.
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| Our People |
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…are highly experienced and professional in approach so that they provide jargon-free advice and expertise.
Our growing team of advisers are supported by a dedicated Compliance Manager, a Business Development Manager
and our friendly office support staff.
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| Our Service |
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…is rooted in rigorous research by excellent support staff and the advisers to ensure we know and
understand the very best solutions for our clients.
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| Our Commitment |
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…means that we undertake regular training and continuous professional development in order to stay
at the forefront of tax and legislation changes as well as new products and services. We are able to
assist clients with complex financial matters where specialist advice is required from an adviser
with advanced financial planning qualifications, so no matter what the issue, we can help.
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| Our approach |
Unlike most financial services organisations, we are a completely INDEPENDENT company.
Whilst other companies will attempt to persuade you that their products are superior,
we strive to find the best solution for you. Being independent means that not only do
we find the best and most suitable product, but also we can discuss all your existing
policies - something not usually available from a high street bank or adviser.
We pride ourselves on our ability to provide tailored solutions for all our clients which
reflect their unique circumstances and aspirations. Put simply, we believe that the best
way to serve our clients is to listen first, and then provide the solution.
We are in the business of advising and NOT selling.
Why choose Alexander Price?
Unlike most financial services organisations, we are a completely INDEPENDENT company. Whilst other companies may
attempt to persuade you that their products are superior, we strive to find the best solution for you. Being
independent means that not only do we find the best and most suitable product, but also we can discuss all
your existing policies - something not usually available from a high street bank or adviser.
With Alexander Price you know you are in safe hands. Our client-centred approach means that you can relax knowing
that your financial affairs are being handled by professionals. We take care of the hassle so that you don’t
have to. What makes Alexander Price special is the way we deal with each individual client; as an individual,
making sure that we tailor our financial planning specifically to your needs.
More important than all this is that we never forget you have a choice so please contact us for more information.
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