Company Information

Get to know Richard Alexander Financial Planning Limited

Richard Alexander Financial Planning Limited is a family-run firm of Independent Financial Advisers based in Solihull, UK. Established to provide a high-quality and bespoke financial planning service, their core mission is to help clients achieve their financial goals while protecting them, their families, and their businesses from unforeseen circumstances. The firm specializes in key advice areas including Pensions, Investments, Protection, and Tax & Estate Planning, focusing on building long-term client relationships.

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Financial Financial AdvisementPRIMARY
Financial Other Service

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Richard Alexander Financial Planning Limited

United Kingdom

Founded in

2010 (16 Years)

Founded

Last online: No recent activity

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Regulated

Recommended

(74 reviews)

Cyprus

2009

(17 years)

Security Information :

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FSCA

DFSA

Security Information

Warning

This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.