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.
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,Phil c
"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. 
- 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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