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Alexander Axtell

Financial Planning Consultant, DipPFS in Crawley

A little bit about Alexander

I am a Financial Advisor based in Crawley, West Sussex, with eight years of experience within financial services. My goal is to help individuals and businesses secure their financial futures. I specialise in retirement planning, investments, estate planning, and protection, ensuring that the people I advise are well-prepared for whatever lies ahead. I place a strong emphasis on openness, honesty, and trust, encouraging clients to make well-informed decisions. I genuinely enjoy guiding people towards lasting financial well-being and building rewarding and lasting relationships.

Find out more about me below.

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There are lots of ways I can help you prepare and plan your finances over the long term, such as cashflow modelling or a range of other useful tools.
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What is cashflow modelling?

It’s the unknown that makes planning for the future difficult. Your life is full of lots of choices that can impact your financial situation. So how can you look all the way ahead to your later life with any kind of certainty?

This is where cashflow modelling comes in. Essentially, it’s a tool used by advisers like me to get an idea of how your financial future could look. I put in lots of data about you and your financial circumstances, and that lets me predict what could happen, and compare different scenarios against each other.

It means we can do things like: see whether you can afford to gift your grandchildren money towards their education, gauge whether your finances will last you into retirement, or understand whether you need to make some changes to achieve your goals.

Let me know if you think cashflow modelling could help you.

Holistic planning

Establishing and reviewing trusts, complete personal risk management planning, short- and long-term savings and investments.

Investments

Wealth management advice to make your money work as hard as it can for you, including making the most of any tax breaks available.

Pensions

Expert advice to help provide comfort in your retirement.

Protection

Whole of life and term assurance protection, private medical arrangements, critical illness insurance.

Income Protection

Permanent health insurance to provide a regular income should you be unable to work due to illness or injury.

General Insurance

Home contents insurance, buildings insurance.

Business Services & Protection

Commercial mortgages/remortgages, workplace pension and employee benefits. Commercial mortgages are by referral only.

Diploma in Regulated Financial Planning

  • The Level 4 Diploma in Regulated Financial Planning from the Chartered Insurance Institute develops core technical and initial financial planning understanding.

Alexander's location

Crawley
West Sussex
United Kingdom

Alexander is located in Crawley and offers expert financial advice to suit your needs.

I am a Financial Advisor based in Crawley, West Sussex, drawing on eight years of experience within financial services. My focus is on guiding individuals, families, and businesses through key areas of financial planning, including retirement planning, investments, estate planning, and protection.

I believe in being open, honest, and approachable, offering clear advice so clients can feel fully informed and confident in their decisions. My approach is centred on genuine understanding and personal connection. I aim to create long lasting relationships built on trust, ensuring each client’s goals and aspirations are carefully considered.

My objective is to help people feel reassured in the present, prepared for the future, and confident that their financial interests are being supported. It’s about providing clear, steady guidance that leads to long-term security and well-being.

Away from the professional side, I appreciate a balanced life. I’m a keen follower of Formula 1 and Fulham FC, and I enjoy gaming or playing golf to unwind. You might also find me walking my dog around Crawley or spending time with family and friends. My golf game may not be ready for The Open, but the challenge of improving shot by shot is a nice reminder that progress often comes one small step at a time.

The Financial Conduct Authority does not regulate some employee benefits, tax planning, inheritance tax planning, estate planning, succession planning, trusts or some buy-to-let mortgages.

The guidance and/or information contained within this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.

Registered Office: Quilter Financial Advisers, Senator House, 85 Queen Victoria Street, London, EC4V 4AB. Tel: 0207 562 5856. Registered in England and Wales. Registered number: 05693185. Lighthouse Financial Advice Limited, Senator House, 85 Queen Victoria Street, London, EC4V 4AB. Tel: 0207 562 5856. Registered in England and Wales. Registered number: 04795080.

Quilter Financial Planning Network only: This financial promotion was approved by Quilter Wealth Ltd, Quilter Financial Services Ltd, Quilter Mortgage Planning Ltd, Quilter Financial Ltd, Quilter Financial Planning Solutions Ltd & Lighthouse Advisory Services Limited on 20 December 2024.