Your go-to space for accessing and managing your financial documents securely.
Our portal lets you send and receive documents and sign them electronically.
While it isn’t designed as an archive of all documents or a window into our filing system, you can access your files easily from our app on various devices.
Yes. We are regulated by both the Financial Conduct Authority and the Institute of Chartered Accountants.
We are based in Harrow and work with clients primarily within an hour’s commute of Harrow or central London. We also advise clients internationally, including those based in Dubai and Australia.
No. The initial meeting is at our expense, and all fees will be set out clearly at the outset before any work begins.
Yes. Alan works directly with clients and remains your main point of contact, providing personal advice throughout your relationship.
Wherever you are in life, we’re here to help you plan your next step.
Alpha Investments and Financial Planning Ltd is entered on the FCA register under reference 546200 and is authorised and regulated by the Financial Conduct Authority.
The FCA does not regulate tax advice and business sales. 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.
Registered in England and Wales under number 07373148.
Registered office: 79 College Road, Harrow, Middlesex, HA1 1BD.
Correspondence to: PO Box 746, Pinner, HA5 9RH.
Also at: 17 Hanover Square, London, W1S 1BN.
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020 3397 7730
alan@alpha4u.co.uk
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