Lead #2903

Home About us Blog Meet the team Neil Flint Anna Robson Victoria Hall What we do Estate planning Planning for retirement Planning for small business owners Our Clients Charlotte and Bill Dave Don and Peggy Elaine and Michael Frank Richard Sean Videos Andrew McGloin Frank Peter Kay Steve & Pat Foster Wayne Webb Yvonne Matzk Why choose us Our approach Our charity work Million Dollar Round Table membership Education Contact enquiries@afmgroup.co.uk 01642 552 188 Home About us Blog Meet the team Neil Flint Anna Robson Victoria Hall What we do Estate planning Planning for retirement Planning for small business owners Our Clients Charlotte and Bill Dave Don and Peggy Elaine and Michael Frank Richard Sean Videos Andrew McGloin Frank Peter Kay Steve & Pat Foster Wayne Webb Yvonne Matzk Why choose us Our approach Our charity work Million Dollar Round Table membership Education Contact .hero::before { background-image: linear-gradient(90deg, rgba(0,0,0,0.6) 0%, rgba(0,0,0,0) 100%), url('https://alexandrasfinancialmanagement.co.uk/wp-content/uploads/2021/01/alexandras-4.jpeg'); } Debbie McGuire Client Account Manager Contact details 01642 552 188 debs@afmgroup.co.uk Meet Debbie Debs joined the AFM team during 2024. Debs has come with significant administrative and managerial experience including, 7 years in Financial Services and Wealth Management. Her role as a Financial Services Client Account Manager for Neil incorporates Estate Planning and Client Care. Debbie at home Debs lives in County Durham with her husband, step-son, and two small dogs. She is also an actor in her spare time (stage name Riley D McGuire), and has been in many plays, short films, and a major commercial. Start a conversation Learn more about how we can help you by completing the contact form below. Error: Contact form not found. enquiries@afmgroup.co.uk 01642 552 188 Alexandra’s Financial Management is a trading style of Penguin Wealth Planners Ltd , which is authorised and regulated by the Financial Conduct Authority. Trading Address: 68 The Green, Norton, Stockton-on-Tees, TS20 1DT. Contact Telephone Number: 01642 552188. Penguin Wealth Planners Ltd is entered on the Financial Services Register under reference 830057. Alexandra’s Financial Management is registered in England & Wales. Registration Number: 6806862: Registered Office: 3A Evolution, Wynyard Business Park, TS22 5TB The guidance contained within this website is subject to the UK regulatory regime and is therefore primarily targeted at consumers based in the UK. Privacy policy Cookies policy A Production Top {"prefetch":[{"source":"document","where":{"and":[{"href_matches":"\/*"},{"not":{"href_matches":["\/wp-*.php","\/wp-admin\/*","\/wp-content\/uploads\/*","\/wp-content\/*","\/wp-content\/plugins\/*","\/wp-content\/themes\/alexandras\/*","\/*\\?(.+)"]}},{"not":{"selector_matches":"a[rel~=\"nofollow\"]"}},{"not":{"selector_matches":".no-prefetch, .no-prefetch a"}}]},"eagerness":"conservative"}]} We are using cookies to give you the best experience on our website.You can find out more about which cookies we are using or switch them off in settings. Accept /* <![CDATA[ */ wp.i18n.setLocaleData( { 'text direction\u0004ltr': [ 'ltr' ] } ); /* ]]> */ /* <![CDATA[ */ var wpcf7 = { "api": { "root": "https:\/\/alexandrasfinancialmanagement.co.uk\/wp-json\/", "namespace": "contact-form-7\/v1" } }; /* ]]> */ /* <![CDATA[ */ var moove_frontend_gdpr_scripts = {"ajaxurl":"https:\/\/alexandrasfinancialmanagement.co.uk\/wp-admin\/admin-ajax.php","post_id":"1982","plugin_dir":"https:\/\/alexandrasfinancialmanagement.co.uk\/wp-content\/plugins\/gdpr-cookie-compliance","show_icons":"all","is_page":"","ajax_cookie_removal":"false","strict_init":"2","enabled_default":{"strict":1,"third_party":0,"advanced":0,"performance":0,"preference":0},"geo_location":"false","force_reload":"false","is_single":"1","hide_save_btn":"false","current_user":"0","cookie_expiration":"365","script_delay":"2000","close_btn_action":"1","close_btn_rdr":"","scripts_defined":"{\"cache\":true,\"header\":\"\",\"body\":\"\",\"footer\":\"\",\"thirdparty\":{\"header\":\"<!-- Google tag (gtag.js) -->\\r\\n<script data-gdpr async src=\\\"https:\\\/\\\/www.googletagmanager.com\\\/gtag\\\/js?id=G-17C2X0H7W6\\\"><\\\/script>\\r\\n<script data-gdpr>\\r\\n window.dataLayer = window.dataLayer || [];\\r\\n function gtag(){dataLayer.push(arguments);}\\r\\n gtag('js', new Date());\\r\\n\\r\\n gtag('config', 'G-17C2X0H7W6');\\r\\n<\\\/script>\",\"body\":\"\",\"footer\":\"\"},\"strict\":{\"header\":\"\",\"body\":\"\",\"footer\":\"\"},\"advanced\":{\"header\":\"\",\"body\":\"\",\"footer\":\"\"}}","gdpr_scor":"true","wp_lang":"","wp_consent_api":"false","gdpr_nonce":"5f3b490cdb"}; /* ]]> */ /* <![CDATA[ */ var gdpr_consent__strict = "false" var gdpr_consent__thirdparty = "false" var gdpr_consent__advanced = "false" var gdpr_consent__performance = "false" var gdpr_consent__preference = "false" var gdpr_consent__cookies = "" /* ]]> */ Change cookie settings Close GDPR Cookie Settings Privacy Overview Strictly Necessary Cookies 3rd Party Cookies Powered by GDPR Cookie Compliance Privacy Overview This website uses cookies so that we can provide you with the best user experience possible. Cookie information is stored in your browser and performs functions such as recognising you when you return to our website and helping our team to understand which sections of the website you find most interesting and useful. Strictly Necessary Cookies Strictly Necessary Cookie should be enabled at all times so that we can save your preferences for cookie settings. Enable or Disable Cookies Enabled Disabled 3rd Party Cookies This website uses Google Analytics to collect anonymous information such as the number of visitors to the site, and the most popular pages. Keeping this cookie enabled helps us to improve our website. Enable or Disable Cookies Enabled Disabled Enable All Save Settings

Home About us Blog Meet the team Neil Flint Anna Robson Victoria Hall What we do Estate planning Planning for retirement Planning for small business owners Our Clients Charlotte and Bill Dave Don and Peggy Elaine and Michael Frank Richard Sean Videos Andrew McGloin Frank Peter Kay Steve & Pat Foster Wayne Webb Yvonne Matzk Why choose us Our approach Our charity work Million Dollar Round Table membership Education Contact enquiries@afmgroup.co.uk 01642 552 188 Home About us Blog Meet the team Neil Flint Anna Robson Victoria Hall What we do Estate planning Planning for retirement Planning for small business owners Our Clients Charlotte and Bill Dave Don and Peggy Elaine and Michael Frank Richard Sean Videos Andrew McGloin Frank Peter Kay Steve & Pat Foster Wayne Webb Yvonne Matzk Why choose us Our approach Our charity work Million Dollar Round Table membership Education Contact .hero::before { background-image: linear-gradient(90deg, rgba(0,0,0,0.6) 0%, rgba(0,0,0,0) 100%), url('https://alexandrasfinancialmanagement.co.uk/wp-content/uploads/2021/02/contact-e1613469367333.jpeg'); } Get in touch Start a conversation with us and learn more about how we can help you on your way to your goals. We’d be delighted to be a part of your journey. enquiries@afmgroup.co.uk 01642 552 188 68 The Green Norton Stockton-on-Tees TS20 1DT Start a conversation Learn more about how we can help you by completing the contact form below. Error: Contact form not found. enquiries@afmgroup.co.uk 01642 552 188 Alexandra’s Financial Management is a trading style of Penguin Wealth Planners Ltd , which is authorised and regulated by the Financial Conduct Authority. Trading Address: 68 The Green, Norton, Stockton-on-Tees, TS20 1DT. Contact Telephone Number: 01642 552188. Penguin Wealth Planners Ltd is entered on the Financial Services Register under reference 830057. Alexandra’s Financial Management is registered in England & Wales. Registration Number: 6806862: Registered Office: 3A Evolution, Wynyard Business Park, TS22 5TB The guidance contained within this website is subject to the UK regulatory regime and is therefore primarily targeted at consumers based in the UK. Privacy policy Cookies policy A Production Top {"prefetch":[{"source":"document","where":{"and":[{"href_matches":"\/*"},{"not":{"href_matches":["\/wp-*.php","\/wp-admin\/*","\/wp-content\/uploads\/*","\/wp-content\/*","\/wp-content\/plugins\/*","\/wp-content\/themes\/alexandras\/*","\/*\\?(.+)"]}},{"not":{"selector_matches":"a[rel~=\"nofollow\"]"}},{"not":{"selector_matches":".no-prefetch, .no-prefetch a"}}]},"eagerness":"conservative"}]} We are using cookies to give you the best experience on our website.You can find out more about which cookies we are using or switch them off in settings. Accept /* <![CDATA[ */ wp.i18n.setLocaleData( { 'text direction\u0004ltr': [ 'ltr' ] } ); /* ]]> */ /* <![CDATA[ */ var wpcf7 = { "api": { "root": "https:\/\/alexandrasfinancialmanagement.co.uk\/wp-json\/", "namespace": "contact-form-7\/v1" } }; /* ]]> */ /* <![CDATA[ */ var moove_frontend_gdpr_scripts = {"ajaxurl":"https:\/\/alexandrasfinancialmanagement.co.uk\/wp-admin\/admin-ajax.php","post_id":"156","plugin_dir":"https:\/\/alexandrasfinancialmanagement.co.uk\/wp-content\/plugins\/gdpr-cookie-compliance","show_icons":"all","is_page":"1","ajax_cookie_removal":"false","strict_init":"2","enabled_default":{"strict":1,"third_party":0,"advanced":0,"performance":0,"preference":0},"geo_location":"false","force_reload":"false","is_single":"","hide_save_btn":"false","current_user":"0","cookie_expiration":"365","script_delay":"2000","close_btn_action":"1","close_btn_rdr":"","scripts_defined":"{\"cache\":true,\"header\":\"\",\"body\":\"\",\"footer\":\"\",\"thirdparty\":{\"header\":\"<!-- Google tag (gtag.js) -->\\r\\n<script data-gdpr async src=\\\"https:\\\/\\\/www.googletagmanager.com\\\/gtag\\\/js?id=G-17C2X0H7W6\\\"><\\\/script>\\r\\n<script data-gdpr>\\r\\n window.dataLayer = window.dataLayer || [];\\r\\n function gtag(){dataLayer.push(arguments);}\\r\\n gtag('js', new Date());\\r\\n\\r\\n gtag('config', 'G-17C2X0H7W6');\\r\\n<\\\/script>\",\"body\":\"\",\"footer\":\"\"},\"strict\":{\"header\":\"\",\"body\":\"\",\"footer\":\"\"},\"advanced\":{\"header\":\"\",\"body\":\"\",\"footer\":\"\"}}","gdpr_scor":"true","wp_lang":"","wp_consent_api":"false","gdpr_nonce":"5f3b490cdb"}; /* ]]> */ /* <![CDATA[ */ var gdpr_consent__strict = "false" var gdpr_consent__thirdparty = "false" var gdpr_consent__advanced = "false" var gdpr_consent__performance = "false" var gdpr_consent__preference = "false" var gdpr_consent__cookies = "" /* ]]> */ Change cookie settings Close GDPR Cookie Settings Privacy Overview Strictly Necessary Cookies 3rd Party Cookies Powered by GDPR Cookie Compliance Privacy Overview This website uses cookies so that we can provide you with the best user experience possible. Cookie information is stored in your browser and performs functions such as recognising you when you return to our website and helping our team to understand which sections of the website you find most interesting and useful. Strictly Necessary Cookies Strictly Necessary Cookie should be enabled at all times so that we can save your preferences for cookie settings. Enable or Disable Cookies Enabled Disabled 3rd Party Cookies This website uses Google Analytics to collect anonymous information such as the number of visitors to the site, and the most popular pages. Keeping this cookie enabled helps us to improve our website. Enable or Disable Cookies Enabled Disabled Enable All Save Settings

Home About us Blog Meet the team Neil Flint Anna Robson Victoria Hall What we do Estate planning Planning for retirement Planning for small business owners Our Clients Charlotte and Bill Dave Don and Peggy Elaine and Michael Frank Richard Sean Videos Andrew McGloin Frank Peter Kay Steve & Pat Foster Wayne Webb Yvonne Matzk Why choose us Our approach Our charity work Million Dollar Round Table membership Education Contact enquiries@afmgroup.co.uk 01642 552 188 Home About us Blog Meet the team Neil Flint Anna Robson Victoria Hall What we do Estate planning Planning for retirement Planning for small business owners Our Clients Charlotte and Bill Dave Don and Peggy Elaine and Michael Frank Richard Sean Videos Andrew McGloin Frank Peter Kay Steve & Pat Foster Wayne Webb Yvonne Matzk Why choose us Our approach Our charity work Million Dollar Round Table membership Education Contact .hero::before { background-image: linear-gradient(90deg, rgba(0,0,0,0.6) 0%, rgba(0,0,0,0) 100%), url('https://alexandrasfinancialmanagement.co.uk/wp-content/uploads/2021/01/alexandras-4.jpeg'); } Victoria Hall Head of Business Operations Contact details 01642 552 188 enquries@afmgroup.co.uk See Victoria's qualifications Meet Victoria Victoria started working at AFM alongside Neil in 2013. She is responsible for all Systems and Controls within the business. She also has the unenviable task of ensuring all matters of compliance are adhered to. Victoria heads up our ongoing, ever-changing project, The Client Experience Transformer, which is aimed at revolutionising client experience as we at AFM know how large corporations make it more and more difficult for clients to do business. Victoria also manages the business accounts, finances and overseeing all other aspects of administration involved in the day to day running of the business. Victoria at home Outside of work, Victoria likes to spend time with her husband and family, taking city breaks, walking her dog and finding new places to explore. Victoria's qualifications Countrywide Wills and Trusts Administration Victoria in the spotlight What do you most enjoy about your role ? Every day is different. It’s great to see clients achieve their goals. What do you most enjoy about working at Alexandra’s? Working within a team that is driven to improve the business and achieve client success. What is guaranteed to make your day better? Having the chance to learn and improve and be productive. What is guaranteed to make your day worse? Negativity and tasks that take too long when they don’t need to! A few things I’m really proud of… Building a home with my husband. My family and their achievements. My values and my job at AFM. On my bucket list… Travelling to all the countries on my ‘go to’ list. If I could change one thing in the world to make it better… I’d see everyone at peace with each other. Start a conversation Learn more about how we can help you by completing the contact form below. Error: Contact form not found. enquiries@afmgroup.co.uk 01642 552 188 Alexandra’s Financial Management is a trading style of Penguin Wealth Planners Ltd , which is authorised and regulated by the Financial Conduct Authority. Trading Address: 68 The Green, Norton, Stockton-on-Tees, TS20 1DT. Contact Telephone Number: 01642 552188. Penguin Wealth Planners Ltd is entered on the Financial Services Register under reference 830057. Alexandra’s Financial Management is registered in England & Wales. Registration Number: 6806862: Registered Office: 3A Evolution, Wynyard Business Park, TS22 5TB The guidance contained within this website is subject to the UK regulatory regime and is therefore primarily targeted at consumers based in the UK. Privacy policy Cookies policy A Production Top {"prefetch":[{"source":"document","where":{"and":[{"href_matches":"\/*"},{"not":{"href_matches":["\/wp-*.php","\/wp-admin\/*","\/wp-content\/uploads\/*","\/wp-content\/*","\/wp-content\/plugins\/*","\/wp-content\/themes\/alexandras\/*","\/*\\?(.+)"]}},{"not":{"selector_matches":"a[rel~=\"nofollow\"]"}},{"not":{"selector_matches":".no-prefetch, .no-prefetch a"}}]},"eagerness":"conservative"}]} We are using cookies to give you the best experience on our website.You can find out more about which cookies we are using or switch them off in settings. Accept /* <![CDATA[ */ wp.i18n.setLocaleData( { 'text direction\u0004ltr': [ 'ltr' ] } ); /* ]]> */ /* <![CDATA[ */ var wpcf7 = { "api": { "root": "https:\/\/alexandrasfinancialmanagement.co.uk\/wp-json\/", "namespace": "contact-form-7\/v1" } }; /* ]]> */ /* <![CDATA[ */ var moove_frontend_gdpr_scripts = {"ajaxurl":"https:\/\/alexandrasfinancialmanagement.co.uk\/wp-admin\/admin-ajax.php","post_id":"714","plugin_dir":"https:\/\/alexandrasfinancialmanagement.co.uk\/wp-content\/plugins\/gdpr-cookie-compliance","show_icons":"all","is_page":"","ajax_cookie_removal":"false","strict_init":"2","enabled_default":{"strict":1,"third_party":0,"advanced":0,"performance":0,"preference":0},"geo_location":"false","force_reload":"false","is_single":"1","hide_save_btn":"false","current_user":"0","cookie_expiration":"365","script_delay":"2000","close_btn_action":"1","close_btn_rdr":"","scripts_defined":"{\"cache\":true,\"header\":\"\",\"body\":\"\",\"footer\":\"\",\"thirdparty\":{\"header\":\"<!-- Google tag (gtag.js) -->\\r\\n<script data-gdpr async src=\\\"https:\\\/\\\/www.googletagmanager.com\\\/gtag\\\/js?id=G-17C2X0H7W6\\\"><\\\/script>\\r\\n<script data-gdpr>\\r\\n window.dataLayer = window.dataLayer || [];\\r\\n function gtag(){dataLayer.push(arguments);}\\r\\n gtag('js', new Date());\\r\\n\\r\\n gtag('config', 'G-17C2X0H7W6');\\r\\n<\\\/script>\",\"body\":\"\",\"footer\":\"\"},\"strict\":{\"header\":\"\",\"body\":\"\",\"footer\":\"\"},\"advanced\":{\"header\":\"\",\"body\":\"\",\"footer\":\"\"}}","gdpr_scor":"true","wp_lang":"","wp_consent_api":"false","gdpr_nonce":"5f3b490cdb"}; /* ]]> */ /* <![CDATA[ */ var gdpr_consent__strict = "false" var gdpr_consent__thirdparty = "false" var gdpr_consent__advanced = "false" var gdpr_consent__performance = "false" var gdpr_consent__preference = "false" var gdpr_consent__cookies = "" /* ]]> */ Change cookie settings Close GDPR Cookie Settings Privacy Overview Strictly Necessary Cookies 3rd Party Cookies Powered by GDPR Cookie Compliance Privacy Overview This website uses cookies so that we can provide you with the best user experience possible. Cookie information is stored in your browser and performs functions such as recognising you when you return to our website and helping our team to understand which sections of the website you find most interesting and useful. Strictly Necessary Cookies Strictly Necessary Cookie should be enabled at all times so that we can save your preferences for cookie settings. Enable or Disable Cookies Enabled Disabled 3rd Party Cookies This website uses Google Analytics to collect anonymous information such as the number of visitors to the site, and the most popular pages. Keeping this cookie enabled helps us to improve our website. Enable or Disable Cookies Enabled Disabled Enable All Save Settings

Home About us Blog Meet the team Neil Flint Anna Robson Victoria Hall What we do Estate planning Planning for retirement Planning for small business owners Our Clients Charlotte and Bill Dave Don and Peggy Elaine and Michael Frank Richard Sean Videos Andrew McGloin Frank Peter Kay Steve & Pat Foster Wayne Webb Yvonne Matzk Why choose us Our approach Our charity work Million Dollar Round Table membership Education Contact enquiries@afmgroup.co.uk 01642 552 188 Home About us Blog Meet the team Neil Flint Anna Robson Victoria Hall What we do Estate planning Planning for retirement Planning for small business owners Our Clients Charlotte and Bill Dave Don and Peggy Elaine and Michael Frank Richard Sean Videos Andrew McGloin Frank Peter Kay Steve & Pat Foster Wayne Webb Yvonne Matzk Why choose us Our approach Our charity work Million Dollar Round Table membership Education Contact .hero::before { background-image: linear-gradient(90deg, rgba(0,0,0,0.6) 0%, rgba(0,0,0,0) 100%), url('https://alexandrasfinancialmanagement.co.uk/wp-content/uploads/2021/01/alexandras-3.jpeg'); } Anna Robson Client Account Manager Contact details 01642 552 188 enquries@afmgroup.co.uk See Anna's qualifications Meet Anna Anna started working at AFM alongside Neil in 2007. Her role as Client Account Manager sees her maintaining client communications and managing client expectations in line with our project The Client Experience Transformer. Anna also deals with all third parties and is the link between AFM and the outsourced IT solutions. Anna also manages a variety of tasks including liaising with clients, resolving client problems and overseeing all other aspects of administration involved in the day to day running of the business. Anna at home Anna likes to spend time with her family, walking the dogs and exploring the outdoors. She also enjoys visiting sites locally and abroad that have historical significance. Anna's qualifications Level 3 Certificate in Financial Administration Countrywide Wills and Trusts Administration Anna in the spotlight What do you enjoy most about your role? The variety and seeing clients achieve their goals. What do you most enjoy about working at Alexandra’s? Our unique ability to work as a team, ensuring the best outcome for staff, clients and the business. What is guaranteed to make your day better? Creativity and productivity. What is guaranteed to make your day worse? Negativity and repetition of work due to interruptions! A few things I’m really proud of… I’m proud of my family and our values. And I’m proud of the job that I do. I believe we really add value to people’s lives and to the business. On my bucket list… Complete my financial services exams. If I could change one thing in the world to make it better… I’d like to see us all living more harmoniously. Start a conversation Learn more about how we can help you by completing the contact form below. Error: Contact form not found. enquiries@afmgroup.co.uk 01642 552 188 Alexandra’s Financial Management is a trading style of Penguin Wealth Planners Ltd , which is authorised and regulated by the Financial Conduct Authority. Trading Address: 68 The Green, Norton, Stockton-on-Tees, TS20 1DT. Contact Telephone Number: 01642 552188. Penguin Wealth Planners Ltd is entered on the Financial Services Register under reference 830057. Alexandra’s Financial Management is registered in England & Wales. Registration Number: 6806862: Registered Office: 3A Evolution, Wynyard Business Park, TS22 5TB The guidance contained within this website is subject to the UK regulatory regime and is therefore primarily targeted at consumers based in the UK. Privacy policy Cookies policy A Production Top {"prefetch":[{"source":"document","where":{"and":[{"href_matches":"\/*"},{"not":{"href_matches":["\/wp-*.php","\/wp-admin\/*","\/wp-content\/uploads\/*","\/wp-content\/*","\/wp-content\/plugins\/*","\/wp-content\/themes\/alexandras\/*","\/*\\?(.+)"]}},{"not":{"selector_matches":"a[rel~=\"nofollow\"]"}},{"not":{"selector_matches":".no-prefetch, .no-prefetch a"}}]},"eagerness":"conservative"}]} We are using cookies to give you the best experience on our website.You can find out more about which cookies we are using or switch them off in settings. Accept /* <![CDATA[ */ wp.i18n.setLocaleData( { 'text direction\u0004ltr': [ 'ltr' ] } ); /* ]]> */ /* <![CDATA[ */ var wpcf7 = { "api": { "root": "https:\/\/alexandrasfinancialmanagement.co.uk\/wp-json\/", "namespace": "contact-form-7\/v1" } }; /* ]]> */ /* <![CDATA[ */ var moove_frontend_gdpr_scripts = {"ajaxurl":"https:\/\/alexandrasfinancialmanagement.co.uk\/wp-admin\/admin-ajax.php","post_id":"716","plugin_dir":"https:\/\/alexandrasfinancialmanagement.co.uk\/wp-content\/plugins\/gdpr-cookie-compliance","show_icons":"all","is_page":"","ajax_cookie_removal":"false","strict_init":"2","enabled_default":{"strict":1,"third_party":0,"advanced":0,"performance":0,"preference":0},"geo_location":"false","force_reload":"false","is_single":"1","hide_save_btn":"false","current_user":"0","cookie_expiration":"365","script_delay":"2000","close_btn_action":"1","close_btn_rdr":"","scripts_defined":"{\"cache\":true,\"header\":\"\",\"body\":\"\",\"footer\":\"\",\"thirdparty\":{\"header\":\"<!-- Google tag (gtag.js) -->\\r\\n<script data-gdpr async src=\\\"https:\\\/\\\/www.googletagmanager.com\\\/gtag\\\/js?id=G-17C2X0H7W6\\\"><\\\/script>\\r\\n<script data-gdpr>\\r\\n window.dataLayer = window.dataLayer || [];\\r\\n function gtag(){dataLayer.push(arguments);}\\r\\n gtag('js', new Date());\\r\\n\\r\\n gtag('config', 'G-17C2X0H7W6');\\r\\n<\\\/script>\",\"body\":\"\",\"footer\":\"\"},\"strict\":{\"header\":\"\",\"body\":\"\",\"footer\":\"\"},\"advanced\":{\"header\":\"\",\"body\":\"\",\"footer\":\"\"}}","gdpr_scor":"true","wp_lang":"","wp_consent_api":"false","gdpr_nonce":"5f3b490cdb"}; /* ]]> */ /* <![CDATA[ */ var gdpr_consent__strict = "false" var gdpr_consent__thirdparty = "false" var gdpr_consent__advanced = "false" var gdpr_consent__performance = "false" var gdpr_consent__preference = "false" var gdpr_consent__cookies = "" /* ]]> */ Change cookie settings Close GDPR Cookie Settings Privacy Overview Strictly Necessary Cookies 3rd Party Cookies Powered by GDPR Cookie Compliance Privacy Overview This website uses cookies so that we can provide you with the best user experience possible. Cookie information is stored in your browser and performs functions such as recognising you when you return to our website and helping our team to understand which sections of the website you find most interesting and useful. Strictly Necessary Cookies Strictly Necessary Cookie should be enabled at all times so that we can save your preferences for cookie settings. Enable or Disable Cookies Enabled Disabled 3rd Party Cookies This website uses Google Analytics to collect anonymous information such as the number of visitors to the site, and the most popular pages. Keeping this cookie enabled helps us to improve our website. Enable or Disable Cookies Enabled Disabled Enable All Save Settings

Home About us Blog Meet the team Neil Flint Anna Robson Victoria Hall What we do Estate planning Planning for retirement Planning for small business owners Our Clients Charlotte and Bill Dave Don and Peggy Elaine and Michael Frank Richard Sean Videos Andrew McGloin Frank Peter Kay Steve & Pat Foster Wayne Webb Yvonne Matzk Why choose us Our approach Our charity work Million Dollar Round Table membership Education Contact enquiries@afmgroup.co.uk 01642 552 188 Home About us Blog Meet the team Neil Flint Anna Robson Victoria Hall What we do Estate planning Planning for retirement Planning for small business owners Our Clients Charlotte and Bill Dave Don and Peggy Elaine and Michael Frank Richard Sean Videos Andrew McGloin Frank Peter Kay Steve & Pat Foster Wayne Webb Yvonne Matzk Why choose us Our approach Our charity work Million Dollar Round Table membership Education Contact .hero::before { background-image: linear-gradient(90deg, rgba(0,0,0,0.6) 0%, rgba(0,0,0,0) 100%), url('https://alexandrasfinancialmanagement.co.uk/wp-content/uploads/2019/06/planning-to-retire-testimonial-scaled.jpg'); } Neil Flint Founder& Financial Planner Contact details 01642 552 188 neil@afmgroup.co.uk See Neil's qualifications See Neil's Accreditations Meet Neil Neil founded Alexandra’s in 2009, having brought with him 15 years of experience working with clients to plan their financial futures. With Alexandra’s he has created a team that works to the highest standards to ensure clients’ finances are expertly managed. Neil’s specialist areas include pension growth, investment portfolios, cashflow planning, tax planning and income, wills and trusts. Neil at home Outside of work, you’ll find Neil coaching his daughter’s netball team, Grangetown, who are currently the 4th best team in the country, cooking, travelling or motorhoming. Neil is also Volunteer Chairman of Lionsraw South Africa, a very successful global charity working to transform communities and create chances for change for disadvantaged children. You can read more about Neil’s charitable work on ‘Our charity work’ page. Neil's qualifications CII Level 4 Diploma Advanced Will and Trust Planning Basic Will and Trust Planning Business and Agricultural Assets and Lifelong Gifting FPC 1, 2 & 3 CF9 Pension Simplification J04 Pension Funding Options J05 Pension Income Options R01 Regulation and Ethics R06 Financial Planning Practice Business and Agriculture Planning Neil's Accreditations The Certified Financial Planner (CFP) accreditation is recognised globally as the gold standard for financial planning professionals. It is awarded by the Chartered Institute for Securities and Insurance and is only granted where the holder can demonstrate they meet rigorous international competency, ethical and professional practice standards. The CFP logo means you can have confidence your financial planner has the technical competence you require and the integrity to work only in your best interests. Neil in the spotlight What do you enjoy most about your job? Giving clients confidence in their current and future financial situation. My proudest moment as a Financial Planner was: Winning Tenet IFA Small Business of the Year 2019 MDRT Quality of Life Winner and winning $50,000 for our charity Lion’s Raw What is guaranteed to make your day better? When a client leaves our office feeling relieved and in control of their finances. What is guaranteed to make your day worse? Even the smallest negative comment from a client would make my day worse. The qualities that draw me to new people are: Honesty Desire to improve A person with a plan The best gift I’ve ever received is: A surprise trip for my 50th birthday from my wife My favourite holiday destination is: Thailand The first album I bought was: Blondie When the dessert menu arrives, I’m looking for: Cheese and biscuits On my bucket list: Seeing my daughter grow to a confident adult. Visiting every country in the world. Completing the Marathon des Sables. If I could change one thing in the world to make it better… Reduce poverty. Start a conversation Learn more about how we can help you by completing the contact form below. Error: Contact form not found. enquiries@afmgroup.co.uk 01642 552 188 Alexandra’s Financial Management is a trading style of Penguin Wealth Planners Ltd , which is authorised and regulated by the Financial Conduct Authority. Trading Address: 68 The Green, Norton, Stockton-on-Tees, TS20 1DT. Contact Telephone Number: 01642 552188. Penguin Wealth Planners Ltd is entered on the Financial Services Register under reference 830057. Alexandra’s Financial Management is registered in England & Wales. Registration Number: 6806862: Registered Office: 3A Evolution, Wynyard Business Park, TS22 5TB The guidance contained within this website is subject to the UK regulatory regime and is therefore primarily targeted at consumers based in the UK. Privacy policy Cookies policy A Production Top {"prefetch":[{"source":"document","where":{"and":[{"href_matches":"\/*"},{"not":{"href_matches":["\/wp-*.php","\/wp-admin\/*","\/wp-content\/uploads\/*","\/wp-content\/*","\/wp-content\/plugins\/*","\/wp-content\/themes\/alexandras\/*","\/*\\?(.+)"]}},{"not":{"selector_matches":"a[rel~=\"nofollow\"]"}},{"not":{"selector_matches":".no-prefetch, .no-prefetch a"}}]},"eagerness":"conservative"}]} We are using cookies to give you the best experience on our website.You can find out more about which cookies we are using or switch them off in settings. Accept /* <![CDATA[ */ wp.i18n.setLocaleData( { 'text direction\u0004ltr': [ 'ltr' ] } ); /* ]]> */ /* <![CDATA[ */ var wpcf7 = { "api": { "root": "https:\/\/alexandrasfinancialmanagement.co.uk\/wp-json\/", "namespace": "contact-form-7\/v1" } }; /* ]]> */ /* <![CDATA[ */ var moove_frontend_gdpr_scripts = {"ajaxurl":"https:\/\/alexandrasfinancialmanagement.co.uk\/wp-admin\/admin-ajax.php","post_id":"710","plugin_dir":"https:\/\/alexandrasfinancialmanagement.co.uk\/wp-content\/plugins\/gdpr-cookie-compliance","show_icons":"all","is_page":"","ajax_cookie_removal":"false","strict_init":"2","enabled_default":{"strict":1,"third_party":0,"advanced":0,"performance":0,"preference":0},"geo_location":"false","force_reload":"false","is_single":"1","hide_save_btn":"false","current_user":"0","cookie_expiration":"365","script_delay":"2000","close_btn_action":"1","close_btn_rdr":"","scripts_defined":"{\"cache\":true,\"header\":\"\",\"body\":\"\",\"footer\":\"\",\"thirdparty\":{\"header\":\"<!-- Google tag (gtag.js) -->\\r\\n<script data-gdpr async src=\\\"https:\\\/\\\/www.googletagmanager.com\\\/gtag\\\/js?id=G-17C2X0H7W6\\\"><\\\/script>\\r\\n<script data-gdpr>\\r\\n window.dataLayer = window.dataLayer || [];\\r\\n function gtag(){dataLayer.push(arguments);}\\r\\n gtag('js', new Date());\\r\\n\\r\\n gtag('config', 'G-17C2X0H7W6');\\r\\n<\\\/script>\",\"body\":\"\",\"footer\":\"\"},\"strict\":{\"header\":\"\",\"body\":\"\",\"footer\":\"\"},\"advanced\":{\"header\":\"\",\"body\":\"\",\"footer\":\"\"}}","gdpr_scor":"true","wp_lang":"","wp_consent_api":"false","gdpr_nonce":"5f3b490cdb"}; /* ]]> */ /* <![CDATA[ */ var gdpr_consent__strict = "false" var gdpr_consent__thirdparty = "false" var gdpr_consent__advanced = "false" var gdpr_consent__performance = "false" var gdpr_consent__preference = "false" var gdpr_consent__cookies = "" /* ]]> */ Change cookie settings Close GDPR Cookie Settings Privacy Overview Strictly Necessary Cookies 3rd Party Cookies Powered by GDPR Cookie Compliance Privacy Overview This website uses cookies so that we can provide you with the best user experience possible. Cookie information is stored in your browser and performs functions such as recognising you when you return to our website and helping our team to understand which sections of the website you find most interesting and useful. Strictly Necessary Cookies Strictly Necessary Cookie should be enabled at all times so that we can save your preferences for cookie settings. Enable or Disable Cookies Enabled Disabled 3rd Party Cookies This website uses Google Analytics to collect anonymous information such as the number of visitors to the site, and the most popular pages. Keeping this cookie enabled helps us to improve our website. Enable or Disable Cookies Enabled Disabled Enable All Save Settings

Home About us Blog Meet the team Neil Flint Anna Robson Victoria Hall What we do Estate planning Planning for retirement Planning for small business owners Our Clients Charlotte and Bill Dave Don and Peggy Elaine and Michael Frank Richard Sean Videos Andrew McGloin Frank Peter Kay Steve & Pat Foster Wayne Webb Yvonne Matzk Why choose us Our approach Our charity work Million Dollar Round Table membership Education Contact enquiries@afmgroup.co.uk 01642 552 188 Home About us Blog Meet the team Neil Flint Anna Robson Victoria Hall What we do Estate planning Planning for retirement Planning for small business owners Our Clients Charlotte and Bill Dave Don and Peggy Elaine and Michael Frank Richard Sean Videos Andrew McGloin Frank Peter Kay Steve & Pat Foster Wayne Webb Yvonne Matzk Why choose us Our approach Our charity work Million Dollar Round Table membership Education Contact .hero::before { background-image: linear-gradient(90deg, rgba(0,0,0,0.6) 0%, rgba(0,0,0,0) 100%), url('https://alexandrasfinancialmanagement.co.uk/wp-content/uploads/2021/02/shutterstock_1236558172-scaled-e1613464291341.jpg'); } Our team Our team Our warm welcomes are as famous as our in-house hospitality and home-cooked meals. But as we know visiting us in person isn’t always easy at the moment, come and meet us on the following pages. Neil Flint Founder& Financial Planner read more Victoria Hall Head of Business Operations read more Anna Robson Client Account Manager read more Debbie McGuire Client Account Manager read more Supported by... We work with Flannagans Accountants and Business Advisors. Flannagans is a Chartered Certified Accountancy practice offering personal, professional and business advice. They are specialists in tax investigations, tax planning for businesses of all sizes, company, partnership and sole trader accounts, bookkeeping and payroll services. We’re delighted to be able to provide their clients with high-quality financial planning solutions and support them in their journey to the successful achievement of their goals. Additional support provided by… 1600 Systems Ltd provides us with a bespoke database for our business. Adviser Asset provides us with the most up-to-date analysis on platform providers and cost analysis for clients. We belong to a group of 20 of the top financial advisers in the UK who come together to share best practice and forward-thinking ideas. Lane Systems provides us with essential IT support. Million Dollar Round Table is The Premier Association of Financial Professionals®. It operates globally, with currently only approximately 100 advisers from the UK having been given membership. O&M Systems provides us with fund analysis and pension switching tools. Strategic Coach® is the recognised worldwide leader in entrepreneurial coaching. Entry is via qualification. The Yardstick Agency is a leading financial services marketing agency. They provide us with the essential tools we need to allow us to grow our business and communicate effectively with our clients. Virtual Cabinet provides us with a unique scanning and data sharing system. If you’d like more information on who we work with, please contact us. Start a conversation Learn more about how we can help you by completing the contact form below. Error: Contact form not found. enquiries@afmgroup.co.uk 01642 552 188 Alexandra’s Financial Management is a trading style of Penguin Wealth Planners Ltd , which is authorised and regulated by the Financial Conduct Authority. Trading Address: 68 The Green, Norton, Stockton-on-Tees, TS20 1DT. Contact Telephone Number: 01642 552188. Penguin Wealth Planners Ltd is entered on the Financial Services Register under reference 830057. Alexandra’s Financial Management is registered in England & Wales. Registration Number: 6806862: Registered Office: 3A Evolution, Wynyard Business Park, TS22 5TB The guidance contained within this website is subject to the UK regulatory regime and is therefore primarily targeted at consumers based in the UK. Privacy policy Cookies policy A Production Top {"prefetch":[{"source":"document","where":{"and":[{"href_matches":"\/*"},{"not":{"href_matches":["\/wp-*.php","\/wp-admin\/*","\/wp-content\/uploads\/*","\/wp-content\/*","\/wp-content\/plugins\/*","\/wp-content\/themes\/alexandras\/*","\/*\\?(.+)"]}},{"not":{"selector_matches":"a[rel~=\"nofollow\"]"}},{"not":{"selector_matches":".no-prefetch, .no-prefetch a"}}]},"eagerness":"conservative"}]} We are using cookies to give you the best experience on our website.You can find out more about which cookies we are using or switch them off in settings. Accept /* <![CDATA[ */ wp.i18n.setLocaleData( { 'text direction\u0004ltr': [ 'ltr' ] } ); /* ]]> */ /* <![CDATA[ */ var wpcf7 = { "api": { "root": "https:\/\/alexandrasfinancialmanagement.co.uk\/wp-json\/", "namespace": "contact-form-7\/v1" } }; /* ]]> */ /* <![CDATA[ */ var moove_frontend_gdpr_scripts = {"ajaxurl":"https:\/\/alexandrasfinancialmanagement.co.uk\/wp-admin\/admin-ajax.php","post_id":"710","plugin_dir":"https:\/\/alexandrasfinancialmanagement.co.uk\/wp-content\/plugins\/gdpr-cookie-compliance","show_icons":"all","is_page":"","ajax_cookie_removal":"false","strict_init":"2","enabled_default":{"strict":1,"third_party":0,"advanced":0,"performance":0,"preference":0},"geo_location":"false","force_reload":"false","is_single":"","hide_save_btn":"false","current_user":"0","cookie_expiration":"365","script_delay":"2000","close_btn_action":"1","close_btn_rdr":"","scripts_defined":"{\"cache\":true,\"header\":\"\",\"body\":\"\",\"footer\":\"\",\"thirdparty\":{\"header\":\"<!-- Google tag (gtag.js) -->\\r\\n<script data-gdpr async src=\\\"https:\\\/\\\/www.googletagmanager.com\\\/gtag\\\/js?id=G-17C2X0H7W6\\\"><\\\/script>\\r\\n<script data-gdpr>\\r\\n window.dataLayer = window.dataLayer || [];\\r\\n function gtag(){dataLayer.push(arguments);}\\r\\n gtag('js', new Date());\\r\\n\\r\\n gtag('config', 'G-17C2X0H7W6');\\r\\n<\\\/script>\",\"body\":\"\",\"footer\":\"\"},\"strict\":{\"header\":\"\",\"body\":\"\",\"footer\":\"\"},\"advanced\":{\"header\":\"\",\"body\":\"\",\"footer\":\"\"}}","gdpr_scor":"true","wp_lang":"","wp_consent_api":"false","gdpr_nonce":"5f3b490cdb"}; /* ]]> */ /* <![CDATA[ */ var gdpr_consent__strict = "false" var gdpr_consent__thirdparty = "false" var gdpr_consent__advanced = "false" var gdpr_consent__performance = "false" var gdpr_consent__preference = "false" var gdpr_consent__cookies = "" /* ]]> */ Change cookie settings Close GDPR Cookie Settings Privacy Overview Strictly Necessary Cookies 3rd Party Cookies Powered by GDPR Cookie Compliance Privacy Overview This website uses cookies so that we can provide you with the best user experience possible. Cookie information is stored in your browser and performs functions such as recognising you when you return to our website and helping our team to understand which sections of the website you find most interesting and useful. Strictly Necessary Cookies Strictly Necessary Cookie should be enabled at all times so that we can save your preferences for cookie settings. Enable or Disable Cookies Enabled Disabled 3rd Party Cookies This website uses Google Analytics to collect anonymous information such as the number of visitors to the site, and the most popular pages. Keeping this cookie enabled helps us to improve our website. Enable or Disable Cookies Enabled Disabled Enable All Save Settings

Home About us Blog Meet the team Neil Flint Anna Robson Victoria Hall What we do Estate planning Planning for retirement Planning for small business owners Our Clients Charlotte and Bill Dave Don and Peggy Elaine and Michael Frank Richard Sean Videos Andrew McGloin Frank Peter Kay Steve & Pat Foster Wayne Webb Yvonne Matzk Why choose us Our approach Our charity work Million Dollar Round Table membership Education Contact enquiries@afmgroup.co.uk 01642 552 188 Home About us Blog Meet the team Neil Flint Anna Robson Victoria Hall What we do Estate planning Planning for retirement Planning for small business owners Our Clients Charlotte and Bill Dave Don and Peggy Elaine and Michael Frank Richard Sean Videos Andrew McGloin Frank Peter Kay Steve & Pat Foster Wayne Webb Yvonne Matzk Why choose us Our approach Our charity work Million Dollar Round Table membership Education Contact .hero::before { background-image: linear-gradient(90deg, rgba(0,0,0,0.6) 0%, rgba(0,0,0,0) 100%), url('https://alexandrasfinancialmanagement.co.uk/wp-content/uploads/2021/02/shutterstock_1585552186-scaled.jpg'); } About us Welcome to Alexandra’s. We’re an award-winning financial planning practice based in Stockton-on-Tees. We launched Alexandra’s Financial Management in 1998, to provide highly-client-focused, holistic financial planning services to individuals and the owners of small businesses. As you’ll see on our Client stories page, we nurture long-lasting, close relationships with our clients. We are there for the ups and downs of life, providing financial expertise, confidence in the future, and a cup of tea and chat whenever that’s what’s called for. As a team, we work to rigorously high standards to ensure our clients’ finances are expertly managed. But just as important to us is that we do it with a degree of warmth and care that often isn’t associated with financial services. We make time for our clients because we’re interested in more than just your money. We remember what’s important to you. We celebrate your successes and we support you through those inevitable bumps along life’s road. We’re a part of the community and have created our own community at Alexandra’s, too. Professional recognition Our success was rewarded in 2019, when we were awarded ‘Tenet UK Small Business of the Year’. It continues to be recognised today, with our Managing Director, Neil Flint, being asked to speak at the prestigious annual Million Dollar Round Table event in New Orleans in 2021; the largest financial services event in the world. And with our inclusion in the Goodfellows Study Group – a group of 20 of the top financial advisers in the UK who come together to share best practice and forward-thinking ideas. A dependable team When it comes to our team, you could say we’ve found a winning combination. Neil founded Alexandra’s in 2009 with Anna by his side and Victoria joined in 2013. Together we are united by a drive to achieve success for our clients, and a belief that how we go about our work is just as important as the results. You can meet our team here. If you’d like to know whether we can help you, we’d be delighted to speak to you. You can contact us directly on enquiries@alexandrasfinancialmanagement.co.uk or 01642 552188. Start a conversation Learn more about how we can help you by completing the contact form below. Error: Contact form not found. enquiries@afmgroup.co.uk 01642 552 188 Alexandra’s Financial Management is a trading style of Penguin Wealth Planners Ltd , which is authorised and regulated by the Financial Conduct Authority. Trading Address: 68 The Green, Norton, Stockton-on-Tees, TS20 1DT. Contact Telephone Number: 01642 552188. Penguin Wealth Planners Ltd is entered on the Financial Services Register under reference 830057. Alexandra’s Financial Management is registered in England & Wales. Registration Number: 6806862: Registered Office: 3A Evolution, Wynyard Business Park, TS22 5TB The guidance contained within this website is subject to the UK regulatory regime and is therefore primarily targeted at consumers based in the UK. Privacy policy Cookies policy A Production Top {"prefetch":[{"source":"document","where":{"and":[{"href_matches":"\/*"},{"not":{"href_matches":["\/wp-*.php","\/wp-admin\/*","\/wp-content\/uploads\/*","\/wp-content\/*","\/wp-content\/plugins\/*","\/wp-content\/themes\/alexandras\/*","\/*\\?(.+)"]}},{"not":{"selector_matches":"a[rel~=\"nofollow\"]"}},{"not":{"selector_matches":".no-prefetch, .no-prefetch a"}}]},"eagerness":"conservative"}]} We are using cookies to give you the best experience on our website.You can find out more about which cookies we are using or switch them off in settings. Accept /* <![CDATA[ */ wp.i18n.setLocaleData( { 'text direction\u0004ltr': [ 'ltr' ] } ); /* ]]> */ /* <![CDATA[ */ var wpcf7 = { "api": { "root": "https:\/\/alexandrasfinancialmanagement.co.uk\/wp-json\/", "namespace": "contact-form-7\/v1" } }; /* ]]> */ /* <![CDATA[ */ var moove_frontend_gdpr_scripts = {"ajaxurl":"https:\/\/alexandrasfinancialmanagement.co.uk\/wp-admin\/admin-ajax.php","post_id":"905","plugin_dir":"https:\/\/alexandrasfinancialmanagement.co.uk\/wp-content\/plugins\/gdpr-cookie-compliance","show_icons":"all","is_page":"1","ajax_cookie_removal":"false","strict_init":"2","enabled_default":{"strict":1,"third_party":0,"advanced":0,"performance":0,"preference":0},"geo_location":"false","force_reload":"false","is_single":"","hide_save_btn":"false","current_user":"0","cookie_expiration":"365","script_delay":"2000","close_btn_action":"1","close_btn_rdr":"","scripts_defined":"{\"cache\":true,\"header\":\"\",\"body\":\"\",\"footer\":\"\",\"thirdparty\":{\"header\":\"<!-- Google tag (gtag.js) -->\\r\\n<script data-gdpr async src=\\\"https:\\\/\\\/www.googletagmanager.com\\\/gtag\\\/js?id=G-17C2X0H7W6\\\"><\\\/script>\\r\\n<script data-gdpr>\\r\\n window.dataLayer = window.dataLayer || [];\\r\\n function gtag(){dataLayer.push(arguments);}\\r\\n gtag('js', new Date());\\r\\n\\r\\n gtag('config', 'G-17C2X0H7W6');\\r\\n<\\\/script>\",\"body\":\"\",\"footer\":\"\"},\"strict\":{\"header\":\"\",\"body\":\"\",\"footer\":\"\"},\"advanced\":{\"header\":\"\",\"body\":\"\",\"footer\":\"\"}}","gdpr_scor":"true","wp_lang":"","wp_consent_api":"false","gdpr_nonce":"5f3b490cdb"}; /* ]]> */ /* <![CDATA[ */ var gdpr_consent__strict = "false" var gdpr_consent__thirdparty = "false" var gdpr_consent__advanced = "false" var gdpr_consent__performance = "false" var gdpr_consent__preference = "false" var gdpr_consent__cookies = "" /* ]]> */ Change cookie settings Close GDPR Cookie Settings Privacy Overview Strictly Necessary Cookies 3rd Party Cookies Powered by GDPR Cookie Compliance Privacy Overview This website uses cookies so that we can provide you with the best user experience possible. Cookie information is stored in your browser and performs functions such as recognising you when you return to our website and helping our team to understand which sections of the website you find most interesting and useful. Strictly Necessary Cookies Strictly Necessary Cookie should be enabled at all times so that we can save your preferences for cookie settings. Enable or Disable Cookies Enabled Disabled 3rd Party Cookies This website uses Google Analytics to collect anonymous information such as the number of visitors to the site, and the most popular pages. Keeping this cookie enabled helps us to improve our website. Enable or Disable Cookies Enabled Disabled Enable All Save Settings

Home About us Blog Meet the team Neil Flint Anna Robson Victoria Hall What we do Estate planning Planning for retirement Planning for small business owners Our Clients Charlotte and Bill Dave Don and Peggy Elaine and Michael Frank Richard Sean Videos Andrew McGloin Frank Peter Kay Steve & Pat Foster Wayne Webb Yvonne Matzk Why choose us Our approach Our charity work Million Dollar Round Table membership Education Contact enquiries@afmgroup.co.uk 01642 552 188 Home About us Blog Meet the team Neil Flint Anna Robson Victoria Hall What we do Estate planning Planning for retirement Planning for small business owners Our Clients Charlotte and Bill Dave Don and Peggy Elaine and Michael Frank Richard Sean Videos Andrew McGloin Frank Peter Kay Steve & Pat Foster Wayne Webb Yvonne Matzk Why choose us Our approach Our charity work Million Dollar Round Table membership Education Contact .hero::before { background-image: linear-gradient(90deg, rgba(0,0,0,0.6) 0%, rgba(0,0,0,0) 100%), url('https://alexandrasfinancialmanagement.co.uk/wp-content/uploads/2021/01/hero-image-copy-scaled.jpg'); } Award-winning financial planning that goes the extra mile Our clients come from far and wide for our award-winning advice. So, we go the extra mile for our clients. what we do Helping you align your finances with your vision for your future Creating a financial plan brings peace of mind and confidence in your future. Our role is to help you work out what is important to you, and how your finances can support you in achieving it. Learn more What our clients say Our clients often say we feel like part of the family. Here’s why… Read their stories On really difficult days, a phone call and chat with Neil would get us back on track. Charlotte and Bill Small business owners Read more I’m much happier now, knowing my financial affairs are all taken care of. Dave Small business owners Read more We know we don’t have to do what he says - he’s only advising – but we do because it’s good advice. Elaine and Michael Planning for retirement Read more Neil used his expertise to ensure we had enough cash to fund the whole project. Frank Small business owners Read more Neil produced a cashflow analysis for every year of our life up to age 100. We’d never looked at it that way. Don and Peggy Planning for retirement Read more At an extremely difficult time, Neil was an incredible support. Richard Estate planning Read more Our conversations are never just about financial planning. Neil’s very good at placing your finances in context and exploring with you what it is you want to do with your life. As he says, if you purely focus on the financials, you don’t see the bigger picture. Sean Planning for retirement Read more Who we work with We work with people at all stages of life, from all walks of life. However, the focus of our work with clients tends to fall into the following three areas: Learn more Planning for small business owners Create a holistic strategy for success that incorporates your business objectives as well as your long-term lifestyle aspirations too. Learn more Planning for retirement Gain the full picture of your finances and understand your options for achieving a retirement you can enjoy, as well as how close you are to reaching it. Learn more Estate planning Ensure your affairs are in order and help your loved ones benefit from your wealth in the greatest possible way. Learn more What’s your number One of our key jobs is helping you understand how much money is enough for you to live a comfortable, fulfilling and secure retirement. With our help, you could learn ‘your number’. £20,000 £25,000 £30,000 £35,000 £40,000 £45,000 £50,000 £55,000 £60,000 £65,000 £70,000 20k 25k 30k 35k 40k 45k 50k 55k 60k 65k 70k Is this your number? Will you still need to work part-time on this income? Will you be able to cover your expenses with this? And still have some left over for the ‘nice-to-haves’? Do you know what your sources of retirement income will be? Can you be sure you won’t run out of money? Is this enough to retain your pre-retirement standard of living? Would this much allow you to take those holidays you’ve been dreaming of? Do you know how your costs will change during retirement? How do you know how much you will need? “We can help you understand how much is enough for you.” Our team Our warm, welcoming team are always ready to put the kettle on, slice you a piece of cake and lend an ear. Come and meet us and find out why we were awarded Tenet IFA Small Business of the Year 2019. Neil Flint Founder& Financial Planner read more Victoria Hall Head of Business Operations read more Anna Robson Client Account Manager read more Debbie McGuire Client Account Manager read more Meet the team setTimeout(function(){contentLoaded(window, function(e) {vf_get_ratings("OTI4MA==", "vf-prof-9280")});}, 1500); Don’t just take our word for it “All the staff at Alexandra’s are friendly, professional, never stuffy, and informal – but in the right way.” Read more Our charity work Creating opportunities for change in people’s lives is a huge part of what we do at Alexandra’s. Not just at home, but in Africa too, as part of the Lionsraw Charity. Learn more Start a conversation Learn more about how we can help you by completing the contact form below. Error: Contact form not found. enquiries@afmgroup.co.uk 01642 552 188 Alexandra’s Financial Management is a trading style of Penguin Wealth Planners Ltd , which is authorised and regulated by the Financial Conduct Authority. Trading Address: 68 The Green, Norton, Stockton-on-Tees, TS20 1DT. Contact Telephone Number: 01642 552188. Penguin Wealth Planners Ltd is entered on the Financial Services Register under reference 830057. Alexandra’s Financial Management is registered in England & Wales. Registration Number: 6806862: Registered Office: 3A Evolution, Wynyard Business Park, TS22 5TB The guidance contained within this website is subject to the UK regulatory regime and is therefore primarily targeted at consumers based in the UK. Privacy policy Cookies policy A Production Top {"prefetch":[{"source":"document","where":{"and":[{"href_matches":"\/*"},{"not":{"href_matches":["\/wp-*.php","\/wp-admin\/*","\/wp-content\/uploads\/*","\/wp-content\/*","\/wp-content\/plugins\/*","\/wp-content\/themes\/alexandras\/*","\/*\\?(.+)"]}},{"not":{"selector_matches":"a[rel~=\"nofollow\"]"}},{"not":{"selector_matches":".no-prefetch, .no-prefetch a"}}]},"eagerness":"conservative"}]} We are using cookies to give you the best experience on our website.You can find out more about which cookies we are using or switch them off in settings. Accept /* <![CDATA[ */ wp.i18n.setLocaleData( { 'text direction\u0004ltr': [ 'ltr' ] } ); /* ]]> */ /* <![CDATA[ */ var wpcf7 = { "api": { "root": "https:\/\/alexandrasfinancialmanagement.co.uk\/wp-json\/", "namespace": "contact-form-7\/v1" } }; /* ]]> */ /* <![CDATA[ */ var moove_frontend_gdpr_scripts = {"ajaxurl":"https:\/\/alexandrasfinancialmanagement.co.uk\/wp-admin\/admin-ajax.php","post_id":"108","plugin_dir":"https:\/\/alexandrasfinancialmanagement.co.uk\/wp-content\/plugins\/gdpr-cookie-compliance","show_icons":"all","is_page":"1","ajax_cookie_removal":"false","strict_init":"2","enabled_default":{"strict":1,"third_party":0,"advanced":0,"performance":0,"preference":0},"geo_location":"false","force_reload":"false","is_single":"","hide_save_btn":"false","current_user":"0","cookie_expiration":"365","script_delay":"2000","close_btn_action":"1","close_btn_rdr":"","scripts_defined":"{\"cache\":true,\"header\":\"\",\"body\":\"\",\"footer\":\"\",\"thirdparty\":{\"header\":\"<!-- Google tag (gtag.js) -->\\r\\n<script data-gdpr async src=\\\"https:\\\/\\\/www.googletagmanager.com\\\/gtag\\\/js?id=G-17C2X0H7W6\\\"><\\\/script>\\r\\n<script data-gdpr>\\r\\n window.dataLayer = window.dataLayer || [];\\r\\n function gtag(){dataLayer.push(arguments);}\\r\\n gtag('js', new Date());\\r\\n\\r\\n gtag('config', 'G-17C2X0H7W6');\\r\\n<\\\/script>\",\"body\":\"\",\"footer\":\"\"},\"strict\":{\"header\":\"\",\"body\":\"\",\"footer\":\"\"},\"advanced\":{\"header\":\"\",\"body\":\"\",\"footer\":\"\"}}","gdpr_scor":"true","wp_lang":"","wp_consent_api":"false","gdpr_nonce":"5f3b490cdb"}; /* ]]> */ /* <![CDATA[ */ var gdpr_consent__strict = "false" var gdpr_consent__thirdparty = "false" var gdpr_consent__advanced = "false" var gdpr_consent__performance = "false" var gdpr_consent__preference = "false" var gdpr_consent__cookies = "" /* ]]> */ Change cookie settings Close GDPR Cookie Settings Privacy Overview Strictly Necessary Cookies 3rd Party Cookies Powered by GDPR Cookie Compliance Privacy Overview This website uses cookies so that we can provide you with the best user experience possible. Cookie information is stored in your browser and performs functions such as recognising you when you return to our website and helping our team to understand which sections of the website you find most interesting and useful. Strictly Necessary Cookies Strictly Necessary Cookie should be enabled at all times so that we can save your preferences for cookie settings. Enable or Disable Cookies Enabled Disabled 3rd Party Cookies This website uses Google Analytics to collect anonymous information such as the number of visitors to the site, and the most popular pages. Keeping this cookie enabled helps us to improve our website. Enable or Disable Cookies Enabled Disabled Enable All Save Settings