Testimonials

Affordable financial services
in Sedgley, Dudley

For quality financial services in Sedgley, Dudley, trust Alpha Financial Services. We possess 20+ years of experience in financial services and provide quick and efficient solutions.
Whether it is corporate financial planning help or advice on investments that you need, Alpha Financial Services can help. Our qualified, trained and experienced professionals can provide you with the right piece of advice to sort out your financial problems and set a structure for a better understanding. We provide advice and preparation for individuals and businesses. Our company has grown in reputation during the years with complete support from our proud customers whom we offer quality service consistently. Take a look at few of the customer feedback mentioned below. For more details, call us today.
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Affordable financial and taxation services

Delighted customers

"Morning Tim, thanks to you and the Alpha Financial Services team for bearing with, checking in, over a long 8 months to renew our life insurance. Things have been explained clearly and if any points have arisen, that are unclear, these have been resolved /explained accordingly. We do realise that with Izzy's chequered family history and minor breakages/illnesses of her own, it is somewhat complicated!!"Sean & Izzy

"Too often when looking at life insurance and other products you are left feeling removed and  not knowledgeable about what you agree to. Rafts of papers provided often go unread and you are left in the dark. Alpha Financial Services are different in that not only do they provide great service but they explain the products and sign up in simple layman terms and understand that you are not an expert in this area. Great service, nice people, and good products"Steve Turner (38), Manchester


"Alpha Financial Services were extremely helpful in advising me of the variety of opportunities open to me, and which would best suit my specific needs….As a new client to Alpha Financial Services, I have been pleased with the service I have received from all the staff I have met and would be happy to recommend their services to others seeking advice on Pensions and income plans"Melvyn Dodd (61), Kingswinford

"Tim Fellows is a very knowledgeable Independent Financial Advisor who will listen to your requirements and offer suitable investment advice accordingly…. We have been very pleased with Tim's advice over the last 7 years and would recommend Alpha Financial Services to anyone"Maureen and Brian Norton (72), Sedgley

"We have been dealing with Alpha Financial Services (Tim, Anna & Sally) for about 8 years……… I have found them to be very helpful, diligent and caring. They meet you at a very personal level and their customer care is exceptional. I would highly recommend them to others" - John & Belinda Cook (35), Dudley

"Alpha Financial Services handled the whole process of transferring my pension out of a private company scheme to enable me to realise a fuller pension potential. The process was not a straightforward one and throughout they not only helped steer a true strategic course, (during what was a very frustrating and prolonged episode), but they also advised me clearly on a way forward and towards a pension option which much better suited my personal circumstances and those of my family" - Jeremy Watson (60), Telford

"Tim and his team personalise their service to firstly make sure that you understand your own requirements; providing the correct products against what you now recognise you are looking to achieve is not an easy task to achieve. Following this the team make the process very simple and help you along the way. I’d recommend Tim and his team to anyone wishing to engage with a quality service provider." - 
Steve Turner-Manchester

"I have found Alpha Financial Services to be the most professional, friendly and helpful company over the many years they have assisted us. I always feel I’m in the most capable hands with my finances – a truly exceptional service"
Gayle Nightingale- Wolverhampton
Personal property tax planning

Words of appreciation

"Tim Fellows at Alpha Financial Services was highly recommended to me by a colleague and I have now been using Alpha Financial Services for over 12 months. I found Tim to be a very knowledgeable and experienced advisor ……… his advice, patience and dedication in acting on my behalf to secure the best pension has been invaluable. Tim managed complex negotiations with my employer and kept me up to date every step of the way. Communication was excellent and I felt very comfortable to ask questions to enable me to make the right choices to secure the appropriate financial outcome for my pending retirement. I would highly recommend Tim and Alpha Financial Services. On a personal note I find Tim to be honest and trustworthy and very easy to do business with"June Wilkes (61), Sedgley

"I have been a client of Alpha for approx. 13 years and have always found them, not only financially aware but also utterly approachable. Their advice has been succinct and presented at the level of my understanding. I have recommended them in the past to family and friends and would be confident in doing so in the future"Ray Perrins (65), Wolverhampton

"We have known Mr Tim Fellows for approximately twelve years and during that time have received impartial and productive advice from him on a number of financial matters. These have included investments, pensions and the setting up of a Family Protection Trust. We have always found Alpha Financial Services efficient and helpful, with communication being of a very high standard. We would have no hesitation in recommending this company to anyone"Pete and Ann Conroy (69), Stourbridge

"Alpha Financial Services was recommended to me by a family member who has been utilising their services for a number of years. Their approach and personal style instantly made me at ease. The way in which some complex financial products are explained with the pros and cons clearly highlighted, has enabled me to make informed decisions on the best products for me and my family, without any pressure as to which one to choose. There is no jargon and no nonsense which again makes making critical decisions around my future planning much easier. As my family has grown and circumstances have changed Alpha have been proactive in highlighting the best possible products for my situation from pensions advice to income protection, which has been invaluable, as this is not something I would have actively sought out…. I have recommended several family members and friends to Alpha who have all experienced the same positive service, I would not go anywhere else for my financial advice"Louise Groom (33), Sedgley

"We have found Alpha to be very professional in every aspect. They are very warm and welcoming to deal with." -Steve & Isobel Cash - Sedgley

For a good number of years, Tim Fellows has been my Financial Adviser, and has been a great help to me. Recently, I have had some massive problems dealing with a company who had my pension in their hands but were very unwilling to release that which was mine. During the past few months, Tim, Anna & Sally have all been communicating with this company concerning my pension and although it has been a long difficult time, they has been on hand at every occasion to stand in the gap for me, to ensure I was paid out what was in our pension pot. Alpha Financial Services comes with my highest endorsement to anyone who needs financial advisers, to help steer through loads and loads of paper work, phone calls, text messages and emails. 
You will not be disappointed - DAVE LAKIN - BIRMINGHAM



Reviews from Yell.com

Excellent Service
'I have used Tim & the team for a number of years now and have never been disappointed. They have always been really clear and helpful, as well as very person led, and their time to respond and bring everything to completion is excellent. I would highly recommend them.'
GoldPaper2, 19 Mar 2018

1st class service
'Tim's professionalism and the customer service of himself and his team is first class. He continues to provide excellent support on an ongoing basis, looking for the best options available across a wide range of products. I would have absolutely no hesitation in recommending his services to others (indeed, I already have!).'
StuartA-78, 19 Mar 2018

Excellent
'Very understanding, efficient and professional service. Having just completed our first year with Alpha we are delighted with the advice that we have been given. We would highly recommend Alpha for financial advice.'
MaroonWheel40-2, 18 Mar 2018

Excellent
'Alpha offer excellent service which I have been using for a number of years. I would fully recommend them.'
NavyCurtains25, 09 Mar 2018

Alpha
'Excellent service during the 3 years I have been with them. Always prompt to answer any queries I have. Would recomend Alpha to anyone looking for pension and investment advice.'
GrayPen12-2, 09 Mar 2018

Financial review
'From my first visit to Alpha i found the experience very friendly and professional . The service was excellent ,would highly recommend Alpha to anyone looking for financial advice.'
FuchsiaClip8-2, 07 Mar 2018


Superb service
'Excellent service from friendly and well informed staff. Have used a few financial consultants in the past but Alpha are by far the most reliable, always ready to help and answer any questions you may have.'
NavyTank32-2, 07 Mar 2018

Highly recommended
'Outstanding pension advice received once again. I would highly recommend Alpha Financial for any independent advice.'
RedBroom89-1, 02 Mar 2018

Great customer service
'I was extremely satisfied with Alpha Financial Services - Tim my consultant explained everything clearly so you could understand and kept me informed through the process. I would have no hesitation in recommending their services to anyone - indeed have already done so.'
YellowNewspaper65, 15 Feb 2018

Alpha , professional and friendly.,Alpha , professional ,warm and friendly
'Never using a financial service company before Alpha financial services were recommended to me by several employees at work . Our company over the last couple of years were finding it difficult to fund our final salary pension.The outcome the scheme was closed and replaced with another one. We were then left with major decisions on what to do with the final salary pot.With losing confidence in the company i decided to use Alpha. 
This was a very grey area for me and quite worrying as it was in my standards a large amount of money. Alpha took all that stress and worry away. Tim and his team are a warm, friendly and professional company .
From the start a lot of homework had to be done with no stone unturned to find what was in the best interests of the client and not the provider.
With a pace you could keep up with in lay mans terms . We were kept up to date of what stage we were at and what next to expect. I would highly recommend Alpha to any one with the same issues we had.'
MagentaDesk52-3, 13 Feb 2018

A safe pair of hands
'Whenever I have a question Tim and his team always respond immediately. I never have long to wait before the explanation comes back. This helps to build confidence and trust in the advice they provide as they are clearly very efficient. The annual review of my finances is a vital health check and Tim is always clear and logical in the advice he gives. I feel safe in their hands.'
NavyBalloon40, 12 Feb 2018

Brilliant Advise
'Great company for financial advice. Prompt and efficient in every aspect and well explained with what they are advising. Would definitely recommend.'
YellowShoe40-2, 05 Feb 2018

Best financial advisor I’ve used
'Tim and his team have been advising me on my pension and investments for 7+ years. They don’t churn out the same policy to everyone, but listen to your circumstances and aspirations and match the products to your needs. They are probably the only advisors I have felt totally comfortable with. We meet annually to review my situation and needs regardless of if there is any business for Tim and there is never any pressure. I can be a challenging customer wanting to understand every aspect, calculation and policy detail. Tim is always willing to work through everything. I totally recommend Tim and his team.'
PurplePhone99, 03 Feb 2018

Company pension
'Outstanding service . We went to see Tim with a company pension that I wanted to take out , very helpful , excellent advice . Tim kept us informed over the 2 months , would highly recommend alpha services.'
PurpleToothbrush61-1, 03 Feb 2018

Expert financial service
'I wanted to transfer a company pension and had Alpha Financial Services recommended to me by close friends who had used them for independent financial advice. The service I received was very professional in a relaxed comfortable atmosphere and the costs incurred were similar to the fees being levied by similar independent advisers.' 
zeitgeist, 29 Jan 2018

I recomend Alpha Financial Services
'I decided to retire early at 62 years of age to look after my wife and son who are in poor health. I came across Alpha Financial Services on unbiased.com. After 2 meetings with Tim my wife and I were impressed by his knowledge and professionalism. I had 3 separate pensions that Tim consolidated and advised us on the options of a new pensions and investments. Now nearly 6 years on we have had annual reviews and are very satisfied with the service.'
FuchsiaHammer96, 27 Jan 2018

Trustworthy
'We came across Tim and his company via unbiased.com. Although we are only at the early stages of our connection, I've found Tim and his team to be very knowledgeable and friendly. Tim listened carefully to what we were looking for and has taylored a package to suit. Hopefully over the years we will continue to be as pleased as we are currently with the service provided. Based on our experience to date, we would definitely recommend using Tim for financial advise.'
SilverOven5, 27 Jan 2018

Highly recommended for pension advice
'We are cautious investors but we were completely re-assured by Tim's friendly approach and his ability to explain everything in layman's terms. We felt he had total integrity and this gave us complete confidence to follow the advice he offered regarding investing our pension. We can highly recommended him as a financial adviser.'
GreenWindow36, 24 Jan 2018

Very pleased with the service we received
'Tim was recommended to us by a family member who was very pleased with his services. He helped sort out my husband's private pension and when going through the paperwork 'found' a pension we had lost when we moved house some years ago. Nothing was too much trouble and he explained all the legal jargon in terms we could understand. I would definitely recommend Tim and his team at Alpha.'
BlueVase45, 10 Jan 2018

Great capability and good communication - highly recommended
'Tim is extremely capable at what he does and his communication with me has been brilliant. I wanted to consolidate a number of small pensions from times when I had worked at different companies. The Pru (who had been initially handling this) didn't have the licence to move one of the final salary scheme pensions and recommended Alpha. The Alpha offices were extremely close to where I live so I was able to quickly book an appointment to pop in and talk things through (as there was an extremely tight deadline on one of the pensions I needed to move). He did a very thorough job of understanding my needs and was able to deal with the complexity of consolidating pensions but made it very simple for me to understand. He discovered a feature of one pension that meant it was actually better to leave it intact and not consolidate it with the others (this had been missed by the previous advisor). Very happy with the service.'
 PinkPen9, 09 Jan 2018

Simple and clear advice
'Was put on to alpha fianancial services by a relative, Tim is very helpful and advised me as to which pension would suit me best would highly recommend to anyone who is unsure what to do concerning pensions.'
 BlueTable86, 07 Jan 2018

Highly Recommend
'Alpha Financial Services arranged my personal pension some years ago and I'm really happy with the support, help and advice I continue to receive. Tim is very approachable, and will take time to understand your investment needs and provide guidance which is transparent and accessible.'
MagentaLaces74-1, 29 Dec 2017

Pension and Income Investments
'Tim explained my pension options in terms I could understand giving me sound advice which suited my personal needs, is always available to answer any queries and I feel he gave me excellent service,
Tim is very approachable and would recommend Alpha Financial Services.'
MartinP-201- 11 Dec 2017

Great service
'Very helpful and friendly service throughout the 3 years the company has been handling my pension, Would recommend.'
DeniseP-45, 08 Dec 2017

Great advice and support
'Tim gave me excellent advice about my pension and investment planning. No pressure selling just practical information about my options. He's very patient and explains complex stuff clearly.'
PhilippaJ-8, 02 Dec 2017

Good sound Pension advice
'I was recommended to Alpha Financial services by a friend who's father had had his pension sorted by Tim Fellows as it's always been a minefield to me. Tim was very open and listened to what my expectations were, he offered me a pension scheme that met my needs without any pressure. I recently recommended a work colleague to Alpha and he was also very pleased with the pension advice he received.'
StephenP-246, 19 Nov 2017

Financial Advice
'Alpha Financial Services recently advised me on my pension fund , Tim gave clear advice on my options and explained everything in detail. Would highly recommend.'
MalcolmC-83, 10 Nov 2017

Highly Recommend
'Mr Fellows and his team are fantastic. He as given me help and advice with moving my Pension to something more suited to my personal needs. He takes exceptional care in making you aware of all fee's for his service and any fee's for the products you may wish to invest in. Explains in plain language anything your not sure of and will not continue until you understand, Don't be afraid to ask him even if you think its obvious. Works well out of office hours if you send them a message that you believe needs attention asap they'll get back to you if need to do so. I can not really put into words how good his services are.'
-TerryH-111, 09 Nov 2017

Putting Our Finances in Order
'Top quality professional ,but personalised advice provided in layman's terms, by Tim & his team. Easy to understand and make informed decisions about the options available. Very prompt responses to enquiries and finalising paperwork . No hesitation in recommending Alpha Financial Services.'
-JayneF-24, 09 Nov 2017


Pension Advise
'Tim was recommended to myself by two independent friends who have used his services. I had several fragmented pensions and Tim organised consolidating these into something more manageable and explained the risks and rewards very clearly. Tim made the whole process fluid and easy and I'd have no hesitation in recommending his services.'
PaulR-919, 08 Nov 2017

Excellent service
"Alpha Financial Services gives a top quality service. Tim and the team have been extremely helpful in guiding me through what can be for me a very complex situation. Their advice has been readily available at all time and no inquiry I have made has been seen as to small and insignificant. The advice I have been given has been exactly what I have needed and my personal circumstances required. I highly recommend Tim and his team."
PhilC-158, 04 Nov 2017

Helpful, professional and efficient
"Alpha Financial Services have recently advised me on my options relating to my British Steel Pension Fund. I have found them to be very helpful, professional and efficient. They have helped to remove the uncertainty surrounding the options and provided excellent financial solutions." 
JimH-116, 02 Nov 2017

Pension review
"I was really unsure when I started to investigate transferring my pension. I contacted Tim and he gave really clear guidance on what I could/couldn't do with my pension. Tim is more than happy to go into as much detail as you require. 
I would highly recommend contacting Tim to discuss your pension requirements as he really reassured me through the process. 
The service and quality of work was really clear and concise."
DavidR-959, 26 Oct 2017

Pension Transfer Advice
 "Tim gave clear advice and information about transferring my pension fund having taken the time to understand my personal circumstances and needs. He and his staff communicated with me throughout to ensure all went as smoothly as possible. Tim and his team always responded quickly to any questions or requests I had throughout the process. I am happy to recommend him to others!"
SteveT-256, 25 Oct 2017

Pension Advice
 "We went to Alpha when we were looking for advice regarding pensions from our first meeting with Tim we were given excellent advice and all our options were explained clearly we have been very impressed with the customer service from Tim and and all of the team and we would highly recommend Alpha to anyone"
DawnG-59, 24 Oct 2017

5 star
"Im now in my 20th year in entrusting Tim and the team with my financial requirements. From the very first arrangement to the last their advise, flexibility, understanding and professional approach has been greatly received. I have recommend and introduced Alpha to many friends and family with success and will happy rate 5 stars. Tim has been there when i needed advise and he continues to review my financial situation and seeks the best products for ME and not him!"
 SimonL-214, 20 Oct 2017

Pension advice
"I contacted Alpha a few months ago on behalf of my Cousin who needed some pension advice. My Cousin needed help to make his decision and I visited Alpha with him. We selected Alpha because they were local to him and had been in business for many years. My cousin was very apprehensive prior to visiting but soon relaxed in the friendly and informal environment that Tim has created. We had a few issues along the way, all of which were outside Tim's control but we were very impressed with tenacious manner of his approach on our behalf. My cousin was able to reach a satisfactory conclusion with Tim's professional support and advice.
We would have no hesitation in recommending Alpha"
- DennisJ-8, 18 Oct 2017

Alpha Financial Services
"Having recently retired and a new client to Alpha Financial Services, I have been pleased with the service I have received from all the staff I have met and would be happy to recommend their services to others seeking advice on Pensions and investment plans. I was looking for financial advisers who specialise in pensions and from the first meeting with Tim I was put at ease straight away and felt comfortable in the way he explained the processes in accessing my pension."
WilliamH-149, 05 Oct 2017
 
Great people, great advice, great service!
"Tim at Alpha has been looking after our financial advice for many years now, and the service we get from him and the Alpha team is outstanding.
They listen to our needs, select the best options for us, and make the whole process easy for us to understand and action.
Highly recommended!"
RobA-67, 29 Sep 2017

Alpha financial services
"I have been a client of Alpha financial services for over five years and I have always had excellent advice and service from Tim and the Team.
Very professional company and easy to deal with."
KenC-31, 21 Sep 2017

Excellent financial service
"Friendly, family run financial services business which my family and I have used with confidence for many years. Always striving to provide the very best value for money while taking into consideration our personal circumstances and needs. Very balanced and unbiased information, provided in such a way that has enabled us to make informed choices about the policies we taken out. Thank you!"
 CarolineC-124, 31 Aug 2017

Alpha Financial
"Chose Alpha Financial for help with pension draw down. Must admit I was expecting suits and tie, looking at me over small round glasses, almost expecting cross examination. From the moment we walked in the atmosphere was so warm and welcoming. Nice coffee when we were waiting. Then Tim greeted us, and I was so put at ease by his casual attire and manner. But that didn't detract from his professionalism. He advised me well on the downfalls of pension draw down, but after a lot of consideration I went ahead with it. All communications and dealings with Tim were very informative. Now everything has gone through for me, my hubby will be next to deal with Alpha Finance. Very helpful and professional service."
GailS-43, 26 Aug 2017

Professional and profitable independent financial advice.
"I have found Alpha Financial Services very professional offering sound independent financial advise. I had little experience of pensions and finance but Tim guided me through the best options without bias and secured preferable and profitable services for my my frozen pension funds. 
Phil."
PhilH-154, 20 Aug 2017

Professional Company
"A very proficient and professional company to deal with. I would advise any one who is looking for financial advice to use Alpha Financial Services. A top class service thanks to Tim and his staff."
DorothyR-10, 10 Aug 2017 

Pensions Advice
"I was looking for a financial adviser who specialise in pensions and saw the sign for Alpha as I was passing their office. From the first meeting with Tim it was clear I had made the right choice. Tim guided me through all the paperwork taking time to explain each stage thoroughly and in simple terms. The service Alpha provide is exemplary, the staff are efficient and friendly. They continually update you and are always ready to answer any questions. I can highly recommend Alpha Financial Services and thank Tim and all the staff for their hard work. Lynn"
LynnM-67 21 July 2017

Alpha Financial Services
"I first met Tim over 20 years ago and arranged pension, ISA's and mortgage. In the last few months Tim has review pensions and consolidated into one fund. In all the years I have know Tim and the team at Alpha they have been very professional. If you don't understand something they will take the time to explain to you in plain English. I would not hesitate in using again or recommending Alpha & Tim to anyone who was looking for a Financial Advisor.
The fact that Alpha have been trading for over 20 years speaks volumes"
IanR-221, 05 Jul 2017

Great service and easy to deal with 
"Arranged to see a financial adviser 18 months ago. Not sure what or who to pick at the time but we chose Alpha. They have been great explaining and advising us on our investments. Tim took the time to explain everything in detail but in terms you can understand. His approach is business like but friendly and we have been delighted with the results to date." 
Coleforest, 04 Jul 2017

1st Class Service
"Having recently become self-employed, I needed to set-up a new pension provision - Tim and his team couldn't have been more helpful and accommodating, explaining everything as straightforwardly as possible (to something of a financial novice) and helping me find the right product for my circumstances. Would have no hesitation in recommending their services." 
StuartA-78, 22 Jun 2017

Alpha Financial Services in Sedgley
"From the first time I contacted Alpha Financial Services, the standard of customer service has been exemplary, Tim Fellows has explained everything to my satisfaction, the staff are very friendly and helpful, nothing is too much trouble for them. I highly recommend Tim and his staff for your financial investments. " 
KevinW-213, 16 Jun 2017

Gerry Vahey
"Tim and the staff provided me with a fantastic service in respect of my financial affairs. The service was friendly, efficient and thorough. They explained complicated matters in simple terms, worked hard on my behalf and were very flexible in arranging meetings. I was kept fully informed throughout and the work was concluded swiftly and effectively with a great ongoing review service. I'm very pleased with them indeed and would recommend them very highly." 
GerryV-1, 16 Jun 2017

Alpha Financial Services.
"In the world of finance where I'm never confident that I'm qualified to make the right decision Alpha Financial Services have always been very supportive and most of all honest, giving me the confidence to trust them. Policies that they have recommended have proved to be the right choice for me." 
RichardB-434, 14 Jun 2017

Accessing Pension
"Alpha Financial services treated myself and my wife exceptionally well. We were always made to feel welcome as soon as we were at the door. On our five visits we went through everything thoroughly and I was left in no doubt and any questions which I had Mr Tim Fellows had the answer for them. I would not hesitate to go back to Alpha Financial Services with further financial advice in the future.
Yours faithfully
N.Bucknall " 
NeilB-211, 31 May 2017

Alpha Financial Services, sedgley.
"In the world of finance where I'm never confident that I'm qualified to make the right decision AFS have always been very supportive and most of all honest, giving me the confidence to trust them. Policies that they have recommended to me have proved to be the right choices for me." 
RichardB-434, 15 Apr 2017

For quality assistance by experienced financial advisors, call Alpha Financial Services on 01902 880 000 in Sedgley, Dudley. 
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