Crewe & Nantwich finance firm Alextra Group is expanding to offer more services including personal wealth management advice.
Alextra Wealth Management Limited has a team with more than 40 years’ financial planning experience, to be headed up by Steven Pepper who has recently joined the business.
Some of the new areas of expertise and services to be offered 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), said: “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 and 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, added: “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.”
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