Welcome to Macon Financial Planning
Welcome to Macon Financial Planning
Welcome to Macon Financial Planning Previously known as Alextra Wealth Management Limited
Macon Financial Planning Limited was previously known as Alextra Wealth Management Limited. This page is provided to help existing clients — and anyone searching for our previous company name — find the correct business following our name change.
If you’ve been looking for Alextra Wealth Management Limited, you’ve come to the right place. We’re pleased to introduce our new name: Macon Financial Planning Limited.
While our name has changed, everything that matters remains exactly the same. We’re the same company, with the same ownership, the same team, and the same commitment to helping our clients make confident financial decisions.
What has changed?
Our company is now called Macon Financial Planning Limited. You’ll notice our new branding, website and email addresses, but the advice we provide, the people you work with, and our approach to financial planning remain unchanged.
Why have we changed our name?
As our business has evolved, we wanted our name to better reflect who we are today and the future direction of the firm. Financial planning has always been at the heart of what we do, and our new name reflects our belief that good financial planning should be meaningful, intentional, and built around long-term relationships with our clients.
What hasn't changed?
• The same legal company
• The same ownership
• The same experienced advisers
• The same dedicated support team
• The same commitment to personal, long-term financial planning
Whether you’re planning for retirement, investing for the future, protecting your family’s finances, or creating a lasting legacy, we’re here to help.
Existing clients
If you’re an existing client, there’s nothing you need to do. Any future correspondence will simply come from Macon Financial Planning Limited instead of our previous name.
New to Macon Financial Planning?
If you’ve recently been referred to us or found us online, we’d be delighted to welcome you. We’re an independent financial planning and wealth management firm based in Crewe, Cheshire, providing tailored advice to individuals, families and business owners across retirement planning, investment and risk management, tax planning, and wealth creation and protection. Whatever stage you’re at, we help you make informed financial decisions with confidence.
If you’d like to arrange an initial conversation, please get in touch with our team.
We look forward to helping you plan with confidence.
The value of investments and any income from them can fall as well as rise and you may not get back the original amount invested.
Taxation Planning is not regulated by the Financial Conduct Authority.
Personal Finance
Planning
Plan for the future today. We’re with you for a lifetime of tailored personal financial advice and support.
Business Financial
Planning
Together with your accountants, we can formulate a strategy for protecting and growing your business.
Wealth Creation
and Protection
We’re experts in wealth creation, management, and protection and will make your money work hard for you.
Pensions & Retirement
Planning
Let us help you to create a retirement and pension strategy that gets you closer to a secure and relaxed retirement.
Investment Planning &
Risk Management
We’ll help you to get the balance between investment planning and risk management just right.
Tax Planning
Our taxation experts will help to ensure your money is working its hardest and that the tax you pay is fair.
The guidance provided within this website is subject to the UK regulatory regime and is therefore primarily targeted at consumers based in the UK.
Registered in England and Wales under registration number: 05541620. Registered Address: 7-9 Macon Court, Crewe, Cheshire, CW1 6EA. Macon Financial Planning Limited is an appointed representative of 2plan wealth management ltd, which is authorised and regulated by the Financial Conduct Authority. Macon Financial Planning Limited is entered on the FCA register (www.fca.org.uk) under reference number 808586.
The Financial Ombudsman Service is available to mediate individual complaints that clients and financial services businesses aren’t able to resolve themselves. To contact the Financial Ombudsman Service please visit: https://www.financial-ombudsman.org.uk/contact