Alextra Wealth Management specialises in a wide variety of financial services including tax planning, investments and pensions
A growing wealth management company has launched a new division to meet the increasing demand for mortgage services.
Alextra Wealth Management is part of the Alextra Group which also includes Alextra Accountants, specialises in a wide variety of financial services including tax planning, investments and pensions.
Since 2018, the company has grown steadily, amassing new clients from across Staffordshire, Cheshire and the rest of the UK.
But in the last 12 months, the firm has seen an increasing demand for mortgage services and advice from both new and existing clients.
Now, following the recruitment of experienced mortgage and protection advisers Lisa Boulton and Richard Humphreys-Jones, Alextra Mortgages has been launched.
Director Steven Pepper said: In the past we have had clients ask us if we can help them with other things – such as mortgages – and we would have to refer them to another company.
That obviously didn’t make a lot of sense from a business perspective, so we decided to launch a new division to be able to offer those services because we knew that the demand was there, he said.
We launched Alextra Mortgages at the back end of last year. We wanted to hit the ground running and that’s exactly what we were able to do – thanks to Lisa and Richard, he said.
Lisa said: The housing market is very buoyant at the moment, and a lot of people who came to us in the early days were looking to remortgage and take advantage of the low interest rates.
Alextra Mortgages operates out of Alextra Wealth Management’s existing offices – in Merrial Street, Newcastle-under-Lyme and Macon Court, in Crewe.