Response rating
7.0/10
FCA verified
11th December 2017

Alban Financial Management

Independent Financial Adviser Elwy House, 27 Elwy Road, Rhos-On-Sea, Colwyn Bay, Conwy, LL28 4SB
First meeting at adviser's own cost
We offer a completely bespoke advice service. All solutions are tailor-made for our clients' individual circumstances.
We can advise you on
    • Buy to let
    • First time buyers
    • Remortgage
    • Residential
    • Right to buy
    • Self employed
    • Sub prime
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Traded endowment policies
    • Unit trusts
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Payment protection insurance
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Corporate pension
    • Employee benefits
    • Group critical illness
    • Group income protection
    • Group life insurance
    • Group pensions
    • Group private medical insurance
    • Long term care
Meet our advisers
adviser-person
Dennis Doherty LL.B(Hons) ACII DipPFS
IFA
Where to find us
About us

Alban Financial Management was originally set up just over ten years ago, in conjunction with a leading local firm of solicitors, to provide independent financial advice to their clients. This advice has been expanded to other professionals over time. The practice has a strong emphasis on investment planning covering general investment needs, pensions, including final salary transfers, and trusts, to provide tax efficient solutions for clients. Alban Financial Management is a trading style of Positive Solutions (Financial Services) Ltd.

Our services

We take great pride in understanding our clients needs and providing them with sound financial advice. This is offered in a professional, but at the same time, very personal way.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Compliance

The value of pensions and investments can fall as well as rise. You may get back less than you invested.

Tax treatment varies according to individual circumstances and is subject to change.

The Financial Conduct Authority does not regulate on School Fee Planning.

The Financial Conduct Authority does not regulate on Estate Planning.

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

The Financial Conduct Authority do not regulate some buy to let mortgages

We do not normally charge a fee as we are paid by the lender. However, you have the option to pay us a fee for mortgage advice and receive any commission which we are paid by the lender. If you choose this option, we estimate a fee of £750. Please note where the lender’s commission is less than £750, we will charge a fee to cover the difference.

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