What should you do to secure your future and make best provision for your family?
How should you proceed when you have inherited money or sold a business?
Alpha Investments & Financial Planning Ltd has been involved in investment planning and pensions since the mid 1980's. He noticed the wide difference between the best and worst performing pension funds, and decided that our clients needed protecting from tied agents and company salesmen.
In addition to pensions, we have experience in dealing with Unit Trusts, Investment Bonds, both on and off shore. PEPs, ISAs, Traded Endowments, Maximum Investment Plans and SIPPs, Self Invested Pension Plans.
We also act for clients who have inherited large sums of money or recently sold a business.
Alpha Investments and Financial Planning Ltd is entered on the FSA register under reference 546200 and is authorised and regulated by the Financial Services Authority.
The FSA do not regulate tax advice and business sales. Registered in England & Wales under number 07373148.
The guidance and/or advice contained within this website are subject to the UK regulatory regime, and are therefore targeted at consumers based in the UK.
