01270 504 700   Help
Sign Up SCCCI Portal helps you connect with your local business community.

Alextra Group Launch New Wealth Management Division

Created by

Alextra Group are expanding their services to include personal wealth management advice.

Alextra Wealth Management Limited has a team with over 40 years’ financial planning experience, to be headed up by Steven Pepper DipPFS, Certs CII (MP & ER), who has recently joined the business.

Steve is a highly skilled professional who shares Alextra’s commitment to offering quality independent advice, tailored to clients’ personal and business needs. Some of their new areas of expertise and services include;

• Life Assurance & Critical Illness Protection
• Pensions and Retirement Planning
• Inheritance Tax Planning
• Savings and Investment Portfolios
• Helping you to reach your Financial Goals and Objectives

Steven Pepper – Independent Financial Planner (Director) comments:

 “I’m delighted to have joined Alextra Group and excited to be launching a brand-new division, working closely with the existing team of Directors. It’s a great business and one I have admired for some time.

Following a strong demand from Alextra’s existing accountancy clients for personal wealth management & financial planning, we decided the time was right to launch this new division. I look forward to being of assistance to both existing and new clients.”

Shawn Gallimore, Alextra Group Director, adds:

 “We’ve been asked numerous times to provide wealth management advice and products, and when Steven was available to join our team, it was the perfect opportunity. We welcome him on board. Our clients will see some branding tweaks in the coming weeks and months, as we promote the umbrella Alextra Group brand, with “Alextra Accountants” and “Alextra Wealth Management” as the sub brands of the two main divisions.”

Steve Pepper.jpg (103.73 kb, 21 views)
Verification Code