Welcome to Alexander Rowan
Alexander Rowan is an independent financial advice company based near Reading, Berkshire with a varied mix of clients spanning a number of different interests. Mark Wilkin is a Senior Partner in the company and has been an Independent Financial Adviser for over 30 years.
With customers that have been with the company for over 20 years you can see why we are often the first choice for our clients. Stripping out the jargon associated with the industry and ensuring that you understand what we are doing and how it will benefit you is our speciality.
So whether you are looking for advice on pensions, investments, estate planning or just need some financial advice why not get in touch today?
No matter what your IFA needs are, Mark is friendly, professional and here to take your call today on 0118 934 1105
Not having much experience with financial planning and needing advice I made a search and after speaking with several advisers from differing companies I met Mark.
I was impressed with his professionalism and friendly manner on meeting and he was soon able to assess that I wished to proceed with caution as I was such a novice. The advice required has covered a wide range and Mark is available at any time to help.
He never pushes me to make changes before I am ready to and is always ready to explain again if I am unsure. A plus is the sense of humor which accompanies the meetings and is much appreciated.
Mark is a real nag and the best devils advocate I think I have ever met – which is why I shall not become a bag lady sitting on the Strand wearing a large, flowered and interesting hat.
Or, to put it another way, if I had not had Mark whispering in my ear and giving me great advice for over 12 years I would not be about to buy the house of my dreams. Flippant, this may sound, but it certainly is not. Mark encouraged me to invest, think about my future and my families – what I wanted today and in 20, 40 years time. It comes down to trust and I trust Mark. Yes, we disagree sometimes but so we should. Nag and devils advocate I have already mentioned. There is also inspiration, enthusiam, courtesy and huge amounts of empathy and humour.
Mark had to step into the shoes of my previous adviser (who had strayed from the correct & lawful path), which would not have been the easiest of tasks, but he did so in a careful and thorough manner, which over the last 10 years has led to my trusting his guidance completely and relying on his being there if any problems occur.
He patiently explains to me why he is making a recommendation and has recently completed both administrative and tax savings projects, whilst also completing my estate planning. What a great relief it is to have put these burdensome matters behind me and feel in control once again.