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  11. Alpha Financial Planning & Wealth Management

Alpha Financial Planning & Wealth Management

Independent Financial Adviser  307 Sopwith Crescent, Wimborne, BH21 1XQ
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FCA authorised
Last authorised 27th June 2022
IFA Partners are located throughout the UK and their sole aim is to offer independent financial solutions.
We can advise you on
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Stakeholder
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Unit trusts
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Taxation planning
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Group Pension/Stakeholder
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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
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    Online (Live chat, video, email)
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    Face to face

307 Sopwith Crescent, Merley, Wimborne, BH21 1XQ

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