Our philosophy revolves around you the client. We listen and learn about your wishes and desires and concerns. We never forget it is your money and your life. We are always available to listen to you and answer your questions. We ascertain your aims and goals and note your current position using our fact find. Then we discuss your attitude to risk. We are always ready to amend our initial proposals to make sure they are fully aligned with your wishes.
All of the above is now a requirement of the FSA, Financial Services authority. Yet we were doing this in the mid 1980’s and were risk assessing our larger clients’ portfolios in the late 1990’s. All of this well ahead of what other Financial Advisers were doing but for the large wealth management companies.
We encourage our clients to have a plan and to develop their vision of what they want their lives to be about in the future. We work with you to develop a plan that is affordable and achievable.
We encourage our clients to discuss tax planning opportunities with us. Our clients are frequently surprised at how much tax can be saved.
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.
