Alpha Financial Planning & Wealth Management

Independent Financial Adviser 307 Sopwith Crescent, Merley, Wimborne, Dorset, BH21 1XQ
FCA verified
10th December 2018
IFA Partners are located throughout the UK and their sole aim is to offer independent financial solutions.
We can advise you on
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Unit trusts
    • Group pensions
    • Group protection
    • Stakeholder
    • Taxation planning
Meet our advisers
adviser-person
Stephen R Price Dip, FA DIP FA
Ifa Proprieter
Where to find us

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

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.

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

Similar advisers near you

Independent Financial Adviser 1.51 mi
Chartered Financial Planners taking the time to understand your individual circumstances and needs in an open and friendly manner.
 
Independent Financial Adviser 1.6 mi
My existing clients frequently compliment me on my ability to explain complex financial matters well.
 
Independent Financial Adviser 1.63 mi
Chartered Financial Planner dedicated to providing an independent, professional service to both private and corporate clients.
 
Financial Adviser (Restricted Whole of Market) 2.24 mi
We offer complete client management for provide individuals and small businesses dealing in all aspects of financial and estate planning.