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Alexandre Andrews

Financial Planning Consultant DipPFS in Mansfield Woodhouse

A little bit about Alexandre

I am a qualified Financial Planning Consultant, and a member of the Chartered insurance Institute. I also hold the Investment Management Certificate from CFA UK. I have worked in multiple sectors, but lately I have been in the financial services industry having worked my way from being an administrator. Clients needs have always been a priority and excellent customer service at the core of everything that I do. 

Find out more about me below.

Start the conversation

Whether you want to think about a gifting plan to help your family, or want to ask me about something else, I’m happy to help.
Contact me today

An adviser’s insight

Gifts that give back

Graphic of people exchanging gifts

December is often seen as the gifting season. But alongside the usual socks and chocolate gold coins, it might be worth planning a slightly bigger, longer-term present for your loved ones this year.

Inheritance tax (IHT) is notoriously complicated and can hit people with a big bill if it isn’t managed properly. It isn’t reserved for the very wealthy either. Dealing with IHT is a reality that many more families face after a loved one has passed - in what is usually an extremely vulnerable moment.

This is where using your gifting allowances can make a real impact on those around you. It’s a great way to share your wealth with the people you love while limiting their exposure to IHT. It does take a little bit of extra planning though.

Sitting down with an adviser like me can help you figure out where you want your money to go, and when. For instance, it might be more helpful to gift a family member a contribution towards their first home now, rather than leaving them a legacy.

Whatever you decide is best, we’ll find the most tax efficient way to do it.

Get in touch to find out more.

*Estate Planning and Inheritance Tax Planning are not regulated by the Financial Conduct Authority.

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Services

Holistic planning

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

Income Protection

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

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.

Qualifications

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.

Diploma in Financial Planning

  • The Level 4 Diploma in Financial Planning from the Chartered Insurance Institute develops core technical understanding across a broad range of key financial planning areas.

Certificate in Financial Services

  • This Level-3 Certificate in Financial Services develops knowledge and understanding of the sector and its activities, key customer needs, solutions and products, and how individuals and organisations work within a regulatory and legislative environment.

Location

Alexandre's location

Mansfield Woodhouse  
Nottinghamshire
United Kingdom

Alexandre is located in Mansfield Woodhouse and offers expert financial advice to suit your needs.

More about me

For me financial planning is very personal and can take many shapes. I am here to help you through the journey to your financial goals. Whether that be through information or advice, I will endeavour to help you as much as I can .

My goal with regards to my role is to ensure everyone receives quality regulated advice around their pensions and that people benefit as much as possible from the money they have spent their whole lives working for. I have previous experience of sports coaching and helping people set goals and then achieve them.

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 13 October 2023.