About us

Discover the people, moments and milestones that define our story.

Who we are

For nearly four decades, Alan has supported clients through investments, tax planning, retirement and business exits, helping them make sense of complex financial decisions at every stage of life.

That depth of experience has shaped Alpha Investments and Financial Planning Ltd into a firm grounded in independent thinking, careful analysis and long-term relationships built on trust and continuity.

By combining financial planning with accountancy and tax expertise, Alan and his team provide guidance that is practical, considered and always aligned with your goals and future plans.

What we do

We believe good financial advice starts with listening. Every relationship begins with understanding your circumstances, priorities and comfort with risk before any recommendations are made.

Alan is one of a very small group of practicing Chartered Accountants in the UK who is also a practising Independent Financial Adviser. His background as both an investor and a Chartered Accountant means decisions are shaped by practical experience and tax-saving opportunities.

This allows us to explore opportunities, highlight risks and structure solutions that are aligned with your aims, helping you make well-informed, secure decisions that support the life you want to lead.

Our story

Uncover the key events that have helped shape us into who we are today.

1982

Practice founded

1983

Tax discussion group founded

1984

Practice computerised

1985

Pension insight reshapes advice

1985

Accountancy Magazine contributor

1985

Chair of tax discussion group

1986-1988

Chair of NW London Chartered Accountants

1987

Charity-led professional event

1988-1990

Campus Courses launched

1993

Recognised authority on accounting software

1994

Campus Courses relaunched

2001-2002

Membership growth leadership

2003

The practice went paperless.

2010

Alpha Investments and Financial Planning formed

2012

Alan completed the required exams

2017

Alpha goes digital

2017

Alan attains CISI membership

2018

Supported development of Financial Adviser software

2019

Attained CISI Chartered Membership

2020

Introduced secure messaging for clients.

Meet your team

Learn about the people shaping our advice and supporting your financial decisions.

Get to know us

Alan J Solomons

Founder and Director

Karen Malin

Compliance Consultant
“Using a financial adviser is about trust. You can trust Alan.”

Jeffery Elliott, Millwood Designer Homes Ltd

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Alpha Investments
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