This site uses cookies. We have recently updated our Privacy Policy - read more here.

×
  1. Home
  2. breadcrumbs-arrow
  3. Find an adviser
  4. breadcrumbs-arrow
  5. South West
  6. breadcrumbs-arrow
  7. Dorset
  8. breadcrumbs-arrow
  9. Wimborne
  10. breadcrumbs-arrow
  11. Alpha Financial Planning & Wealth Management

Alpha Financial Planning & Wealth Management

Independent Financial Adviser  307 Sopwith Crescent, Wimborne, Dorset, BH21 1XQ
check
FCA authorised
Last authorised 20th January 2020
IFA Partners are located throughout the UK and their sole aim is to offer independent financial solutions.
We can advise you on
check
Stakeholder
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Offshore investments
check
Unit trusts
check
Taxation planning
check
Group Pension/Stakeholder
check
Group Protection/Life Insurance
Meet our advisers
Stephen R Price Dip, FA DIP FA
Ifa Proprieter
About us

Who is looking after your Investment and Pensions?
For a no obligation review please contact us and we will provide a professional, friendly and unbiased view of your existing or requirements for Investments, Retirement Planning, Estate planning, Life Assurance/Critical Illness, and Health Care and Products.
Our clients are individuals and business owners from all age groups and with variable investment backgrounds.

Our services

With over 30 years experience the majority of our work is aimed at those who value unbiased investment advice and wherever possible we make full use of tax and estate planning oppertunities. Stephen R Price Dip,FA has been an IFA since 1989 with considerable experience in Financial Planning & Wealth Management.

Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face

307 Sopwith Crescent, Merley, Wimborne, Dorset, BH21 1XQ

Similar advisers near you

The Private Office
Independent Financial Adviser 1.39 mi
Award-winning, Chartered financial planning firm delivering unbiased, tailored advice to protect and grow your wealth.
 
See profile
Ian Sparks – 2plan wealth management Ltd
Independent Financial Adviser 1.58 mi
Independent financial advice in the comfort of your own home at a time to suit yourself.
 
See profile
Clarke & Partners LLP - Chartered Financial Planners
Independent Financial Adviser 1.58 mi
Chartered Financial Planners taking the time to understand your individual circumstances and needs in an open and friendly manner.
 
See profile
Rachel Jones, The Minster Partnership Ltd
Independent Financial Adviser 1.63 mi
Chartered Financial Planner dedicated to providing an independent, professional service to both private and corporate clients.
 
See profile

Legal information

While unbiased.co.uk endeavours to verify the information provided as thoroughly as possible, it is your responsibility to ensure the adviser you choose is appropriate and regulated for the business you are transacting.
Any decision to transact business is made by you on the basis of your own enquiries. To check that an adviser is regulated, you can contact the relevant regulatory or professional body.

Access to and use of this online IFA directory is subject to unbiased.co.uk website terms and conditions and privacy policy.