Alpha - 1st for finance

Welcome

Alpha Financial Services has been advising both the individual and corporate client on an extensive range of financial issues since 1996. Based in Sedgley in the West Midlands we are a family run business and pride ourselves in offering an excellent ongoing personal service.

We are members of the Association Of Christian Financial Advisers.

Tim Fellows is the registered Independent Financial Advisor and along with Anna and Sally (office managers), we are to offer the following services;

  • Personal Pensions 
  • Group Personal Pensions
  • Stakeholder
  • Income Drawdown / Phased
  • Pensions Transfers
  • SIPP (Self Invested Personal Pensions)
  • Annuity
  • Open Market Options
  • **Mortgages
  • Bonds / ISAs / Trusts
  • Portfolio Planning Services (£200k plus)
  • Critical Illness Cover
  • Long Term Care
  • Bonds / ISAs / Trusts
  • Private Medical Insurance
  • Children's Plans
  • Life Assurance (Whole of Term or Term)
  • *Inheritance Tax Planning
  • Buildings and Contents Insurance
  • Private Medical Insurance

 

 

* Not all of the products or services we recommend are regulated by the Financial Services Authority.

** Your home may be repossessed if you do not keep up repayments on your mortgage.

Alpha Financial Services is authorised and regulated by the Financial Services Authority (http://www.fsa.gov.uk/register/home.do). FSA Registration No: 500917

The Financial Services Authority does not regulate National Savings or some forms of mortgage, tax planning, taxation and trust advice, offshore investments or school fees planning.

The information contained within this site is subject to the UK regulatory regime and is therefore targeted primarily at consumers based in the UK.

Please read our Privacy Statement before completing any enquiry form or before sending an email to us.