A wide range of investment and financial planning
services – from a team you can trust

Saying you offer investment and financial planning services is one thing… but performing those services and achieving excellent results, time after time, is the only way to generate trust. If you are looking for a team you can trust, Alpha Investments & Financial Planning Ltd with offices in Harrow and Mayfair, London is your perfect choice.

In these unstable and fluid times it’s more important than ever to take every reasonable precaution to manage your wealth and mitigate your exposure to unnecessary risk and tax.

Here are the services we provide to help you achieve those goals:

Investment

You’ll have the peace of mind that comes from working with independent professionals who have over 30 years of success in the field, dealing with pensions, investments and tax-effective savings schemes. More…

Life Assurance

We are proud of our record in providing our clients with the best service in life assurance provision and advice; our quotes have only been beaten once in 26 years! That’s why you can trust us! More…

Pensions

Whether you are making contributions for the first time, or want to know how much is likely to be in your pension pot when you retire, we’ll provide all the answers and show you how to maximise your pension performance. More…

Auto Enrolment

The Pensions Regulator is now starting to enforce the new rules on Workplace Pensions, so you need to be sure your business is complying. If Auto Enrolment is causing you a headache, come and talk to us and we’ll explain how we can help. More…

Contracts

If you have a tricky contract negotiation ahead and need some professional help, you can benefit from our excellent record in negotiations. Our lateral thinking and attention to small print has saved or created significant sums of money for our clients. More…

Inheritance Tax Savings

Nobody knows when they are going to die, so planning to avoid Inheritance Tax can be tricky. We have ways of getting immediate relief from IHT. More…

Tax Planning

Are you paying unnecessary tax on your income, capital gains or inheritance? You can rely on us for the most up-to-date knowledge of effective tax planning strategies. More…

Financial Planning

Whether you have sold your business, inherited an estate or won the lottery, you’ll need expert advice to make the most of your investments. We’ll help you make the most of your money. More…

Selling Your Business

Our comprehensive service encompasses three stages of your business sale: 1. We offer advice prior to sale. 2. Our associated company sells your business. 3. We provide tax advice and investment advice once your business is sold. More…

Lottery Winners

First class advice for first-time investors to help to protect your new-found wealth. More…