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
Response rating
9.5/10
FCA verified
24th June 2019
We offer a completely bespoke advice service. All solutions are tailor-made for our clients' individual circumstances.
We can advise you on
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • 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

Elwy House, 27 Elwy Road, Rhos-On-Sea, Colwyn Bay, Conwy, LL28 4SB

Make an enquiry
About us

Alban Financial Management is a financial advisory service with a strong emphasis on providing independent advice 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.

Transferring out of a Final Salary scheme is unlikely to be in the best interests of most people.

There are other providers of Payment Protection Insurance [Short-Term Income Protection] and other products designed to protect you against loss of income. For impartial information about insurance, please visit the website at .

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

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