Alpha Financial Management Limited

Independent Financial Adviser 22 Stuart Road, Waterloo, Liverpool, L22 4QS
First meeting at adviser's own cost
Response rating
7.0 /10
FCA verified
2nd December 2019
You will not pay any fees unless we can help you. We stand by this fee guarantee on any matters.
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • SIPPs
    • Stakeholder
    • Buy to let
    • Buying first home
    • Flexible mortgages
    • High loan to value
    • Next home / Remortgaging
    • Self-employed mortgages
    • ISA / Unit Trusts / OEICs
    • OEICs
    • Unit trusts
    • Lump sum
    • Regular savings
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Taxation planning
Meet our advisers
Stephen Lee MLIA (Dip)
What our clients say
I am writing to thank Steve for the excellent advice on my pension which I have had the benefit of recently. Steve's knowledge is broad and second to none. Steve and I have known each other for many years and I would not think of using anyone else for professional financial advice. I have recommended Steve to my contacts before and will continue to do so whenever the opportunity arises.
Karl Hamel, Heswall
Dear Stephen, Thank you so much for your recent help in arranging my Life Insurance. After several attempts at sorting proper cover over the years, and promptly giving up thanks to all the red tape, to finally have something substantial enough to protect my family in place is extremely reassuring. You offered your expertise and alternative options when discussing what was the best type of policy and cover for me, and the fantastic customer service extended by Lucy and Sarah in your office who were both very helpful when I needed any assistance. Not only that but I now have an 80% increase in cover, at the same price I was paying before! As always, we would have no hesitation in recommending Stephen Lee and Alpha Financial Management Ltd to family, friends, clients and contacts.
Kirsty Cartwright, Liverpool
Stephen Lee is a very confident, motivated, charismatic and pragmatic person with vast skills and experience in all matters financial, with a very strong managerial background. We found Alpha Financial Management to be extremely professional in their approach, with the attitude that everyone should have access to the best possible independent and impartial financial advice on a personal or business level. They use a client friendly process offering friendly face to face meetings discussing matters in plain English so all advice given is fully understood and the best options made available. In this respect I would have no hesitation in recommending Alpha Financial Management for all of your financial needs.
Philip Seddon, Liverpool
I have known Steve for only 3 years however within this time I have found him very honest, reliable, trustworthy and professional. Steve recently undertook some life assurance quotations for protecting my loved ones, due to Steve's experience he was able to offer the protection I required in a way that was very cost effective and ensured that we had not over insured ourselves at any point during the term, this had an effect of significantly reducing premiums. I have no hesitation in recommending Steve and have done to friends, family and business contacts.
Mark Jones, Ormskirk
This testimonial is for Steve Lee & his team over at Alpha Financial Management. I have recently just had my new mortgage arranged via Alpha and chose to use them via recommendations from ex clients of theirs. Now filling out countless forms and paperwork is not my idea of having a great time, but guess what - I didn't, Steve did it all for me. Result! I liked the idea of having as least as possible to do with the tedious bits and Alpha ticked all the boxes and then some. If Steve wasn't available then he has some great staff to rely on in his offices also. I'd have no problem referring Alpha to anybody who like me, simply can't be doing with arranging a mortgage. But more importantly, to anybody who wants professional advice with all aspects of your financial dealings with the big bad world!
John Allerston, Liverpool
Where to find us

22 Stuart Road, Waterloo, Liverpool, L22 4QS

Make an enquiry
About us

Alpha Financial Management is a company that is large enough to specialise but small enough to care. Our aim is to provide the highest quality of client care together with unbiased and comprehensive advice on both personal and business matters.

Our services

We deliver solutions and recommendations on complicated matters in an easy to understand manner.

Advice methods
  • phoneButton
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
Minimum pension value
Minimum mortgage value

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