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

Alpha Financial Planning & Wealth Management

Independent Financial Adviser  307 Sopwith Crescent, Wimborne, BH21 1XQ
check
FCA authorised
Last authorised 17th January 2022
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
MR 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
£51,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face

307 Sopwith Crescent, Merley, Wimborne, BH21 1XQ

Similar advisers near you

The Private Office
Independent Financial Adviser 1.39 mi
Independent, Chartered financial planning firm, as well as our normal face to face meeting we are offering online and telephone advice, in response to Coronavirus. We’re here to support you.
 
See profile
Flying Colours
Independent Financial Adviser 1.53 mi
Our mission is to improve the returns of your pensions & investments by minimising costs & maximising the value of financial advice.
 
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. Due to Covid19, I am currently conducting all meetings remotely via Teams, Zoom, WhatsApp, FaceTime or by telephone dependent on your communication preference.
 
See profile
Darren Winspear - Libertas Financial Planning
Independent Financial Adviser 2.01 mi
 
 
See profile