Welcome to Alpha

HELPING YOU TO KEEP AND INVEST MORE OF YOUR HARD-EARNED MONEY

Passionate about investments and saving you tax!

Alpha Investments and Financial Planning Ltd are a leading firm of Independent Financial Advisors based in Harrow and the West End of London. We have always sought to combine the highest standards of investment, life assurance and pensions advice with the very best in innovative tax advice.

As Independent Financial Advisors we specialise in personal financial planning, investment strategy, pensions, tax planning, and we offer particular expertise in Inheritance Tax planning including last minute Inheritance Tax Planning sometimes called death bed Inheritance Tax planning.

We also realise that you don't just want financial and tax advice. You may want help in selling your business and in negotiations in particular contract negotiations. You will see that we have an enviable reputation in these areas.

Our aim is to maximize their returns for the level of risk that you are comfortable with. You will also be able to discuss your affairs whenever you want. We always have time for our clients.

Having more than 28 years experience, as Independent Financial Advisors in:

Chelsea, Ealing, Edgware, Greenford, Hampstead, Islington, Kensington, Pinner, St. John’s Wood, Stanmore, Watford, Wembley, the City and West End, we pride ourselves on being early adopters of the best in investment practice, and continue to remain in the forefront of developments.

To find out more about us click here. To access a wealth of information visit our resource centre or download our free factsheets.

IF YOU DO NOT KNOW THE ANSWER TO ANY OF THESE QUESTION THEN WE MAY BE ABLE TO HELP YOU

  • How are you investments doing?
  • How much will you have to retire on?
  • What risks are you taking with your investments?
  • What risk level are you comfortable with?
  • What else could be done to improve your investment returns?
  • Can you save more tax?
  • Can you save Inheritance Tax? Even at the last minute?
  • Are you paying too much for life assurance?
  • Do you have the right income protection policy?
  • Do you have the right critical Illness policy?
  • Are you going to get the best price for your business?
  • Are you getting the best out of contract negotiations?

We can help you with all of these questions. Our lateral thinking has saved clients thousands of pounds in life assurance premiums. Our negotiation skills have given clients more than they expected out of the deal they were negotiating but still left the other side feeling they got the right deal too.