Alexander House Financial Services, a UK-based financial advisory business, has joined the CAERUS Capital Group.
Nick Kelly, CEO of Alexander House, said the partnership will support the firm’s continued expansion and help it fill the advice gap.
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The firm, which was founded 18 months ago, said its advisers voted unanimously for the move to Caerus.
Kelly added that the firm is seeking to recruit 200 advisers over a three year period and aims to double the number of advisers to 30 by the end of the year.
Jane Hodges Alexander House COO said: "It was always the intention to stay with Network Direct for one year and try to go DA after but it wasn’t the right time for us, we didn’t have enough resources, so we have chosen to combine our resources with that of Caerus to help support our challenging growth plans".
Kelly said: "Our multi-channel distribution model, using both traditional and virtual face-to-face advice allows the customer to decide when, where and how they want to engage with us and our state-of-the-art, leading-edge technology records these interactions to ensure that the right outcomes are achieved for our customers."
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By GlobalDataKeith Carby chief executive of Caerus Capital Group said: "We are delighted to welcome Nick and his team into the Caerus partnership. We look forward to working with Nick in the years ahead to help build on what is already a very strong proposition."
Alexander House said it has also set up new ways of delivering advice notably via virtual advisers on video conferencing, with recordings of every adviser-client conversation made accessible using a client portal.
