About Us

Financial management specialists in Sedgley, Dudley

A comprehensive financial advice service is provided to help with all your short, medium and long term financial planning requirements. At Alpha Financial Services, we are committed to being fully independent into the future, and we offer holistic advice on products from the whole of the market. With over 20 years’ experience, high professional qualifications and standards, we are well equipped to manage your personal wealth.

Manage your money wisely

We base our recommendations on suitability, cost, performance, service, and corporate stability.
Our owner/IFA Tim has held the full Advanced Financial Planning qualifications (AFPC) for many years which carries high recognition within the industry. We can help you build stability in your finances and create opportunities and strategies for both growth and income. You can choose from a variety of services which will help you make quality choices in your investments. Based in Sedgley, Dudley, we serve individual and corporate clients across The Black Country and the wider West Midlands.
Financial management specialist in Sedgley, Dudley

Our main goals are:

  • To earn the trust and respect of our clients through our expert knowledge and up-to-date awareness of industry developments
  • To surpass our clients’ expectations
  • To provide a personal and professional service to our clients at all times
  • To provide reports and advise to use language you will understand
  • To invest in and utilise the potential provided by the latest technology for gathering information and for effective communications
Taxation and pensions planning

Pensions planning

This includes a specialist pension distinction of G60 which enables our owner/IFA Tim to carry out all forms of pensions planning, including Occupational Scheme advice and Final Salary transfers where applicable, and we can also advise on Flexi-access and income drawdown/phased retirement/SIPP's/etc. Tim also holds the G10 qualification specialising in trusts, and the G2O investment qualification which means that he can provide more detailed advice on investment portfolios, all types of fund processes. Contact us for more details.
Choose for financial management options with better returns.
Call experts at Alpha Financial Services on 
01902 880 000 for quality advice in Sedgley, Dudley.
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