HomeNewsNewsletterSitemap
 
Print-friendly version

Alpha Financial Services

Alpha Financial Services
Address: Obsidian Offices
Chantry Court
Chester West Employment Park
Chester
Cheshire
Postcode: CH1 4QN
Email: nigel@alphafsonline.co.uk
Telephone: 0800 084 2340 or 07887 993863
Website: http://www.alphafsonline.co.uk/
Financial Advisors By Type: Mortgage Advice, Pensions Advice, Life Insurance Advice, Investment Planning, Health Insurance Advice, General Financial Planning
Financial Advisors By Area: Cheshire Financial Advisers
Financial Advisors By City: Financial Advisers In Chester
Description
Alpha Financial Services is a firm of financial advisers based in Cheshire, UK. We provide advice to both individuals and companies on all aspects of financial planning, through a long term approach of fully understanding our clients' needs, wants and aspirations and then prioritising objectives.

As independent advisers, our clients benefit from our being able to offer advice on the broadest range of products and services. Whether it be for investment advice, retirement planning, inheritance tax planning or simply reducing costs, we have many years of experience in finding the most suitable solution for our clients' needs.

We provide advice and help following a personal / business financial review which can take place at a convenient time and place. Usually a review will start with a very broad discussion of your concerns and aspirations, before moving on to a thorough financial review.

Following your initial review, we will take time to consider your situation, needs and priorities before writing a detailed financial report. We will discuss this face to face in a follow up meeting in which we'll fully explain our recommendations and agree affordable priorities to assist you in acheiving your objectives.

Our charges can be structured in several ways. Some of our clients prefer a fee-based approach, whilst others are more comfortable with a commission basis. Either way will result in our fully disclosing our fees in an open and transparent manner.

Alpha Financial Services offers a range of services backed by knowledge, expertise and experience. Whether you are concerned about your eventual retirement or simply feel you are paying too much tax, we can help you find ways of making the most of your money for both the present and the future.

A small change in the way you manage your finances today can make a very considerable difference to your finances in the future.

When it comes to providing for our retirement too many people are doing too little too late. Putting away even a small sum early on can make a big difference to the lifestyle you will enjoy when you retire. The golden rule for most people, is to not rely on the State alone. Modern pensions benefit from tax breaks and nowadays, you can even contribute to your pension when you don't work!

Today there are a bewildering range of savings and investment vehicles and options available to the investor. Building an investment portfolio must take into account tax opportunities and implications, attitude to risk and reward and balancing it to the need for income, growth or both.

There are many forms of life assurance, some of which are mentioned in the adjoining pages to this section. Choosing the right one for you can depend upon a number of factors including tax, cost and the protection required.

You can use the information and tools on this site to gain a basic understanding of what is available, however this information is only an overview, only expert, independent advice following a full review of your circumstances will ensure you find a solution that provides peace of mind.
Life assurance can be used to protect income, loved ones and businesses and, in certain circumstances, can be arranged in such a way as to minimise the effect of tax.