Alpha Financial Services

Independent Financial Adviser  Alpha House, Dudley, West midlands, DY3 1HE
First meeting at adviser's own cost
Alpha has been present in the centre of The Black Country offering independent advice for more than 20 years.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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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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Socially responsible investments
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Traded endowment policies
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Payment protection insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Commercial mortgages
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Corporate pension
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Employee benefits
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Group ISA
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
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Long term care
Response rating
7.0/10
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FCA authorised
Last authorised 17th February 2020
Meet our advisers
Tim Fellows Dip PFS
IFA

In order to have completed this qualification, individuals were required to obtain three units. These could have been selected from any combination of the available units at that time but must have included the compulsory G10 unit - Taxation and Trusts.

This examination assessed a knowledge and understanding of the UK tax system, the law and practice of trusts, but also an ability to advise individual clients on the tax treatment of their investments and the use of trusts to meet their current and foreseeable future needs.

This examination enhanced general pension knowledge, particularly in pension transfers and opt-out business.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

This examination assessed a knowledge and understanding of investments and an ability to advise individual clients on the construction of investment portfolios to meet both their current and foreseeable future needs.

What our clients say
…Alpha handled the whole process of transferring my pension out of a private company scheme to enable me to realise a fuller pension potential. The process was not a straightforward one and throughout they not only helped steer a true strategic course, (during what was a very frustrating and prolonged episode), but they also advised me clearly on a way forward and towards a pension option which much better suited my personal circumstances and those of my family. Jeremy Watson, Telford, 60
Jeremy Watson, Telford
We have known Mr Tim Fellows for approximately twelve years and during that time have received impartial and productive advice from him on a number of financial matters. These have included investments, pensions and the setting up of a Family Protection Trust. We have always found Alpha Financial Services efficient and helpful, with communication being of a very high standard. We would have no hesitation in recommending this company to anyone. Peter and Ann Conroy, Stourbridge, 69
Peter & Ann Conroy, Stourbridge
… Alpha Finance was recommended to me by a family member who has been utilising their services for a number of years. Their approach and personal style instantly made me at ease. The way in which some of the complex financial products are explained with the pro's and con's clearly highlighted, has enabled me to make informed decisions on the best products for me and my family, without any pressure as to which one to choose. There is no jargon and no nonsense which again makes making critical decisions around my future planning much easier. As my family has grown and circumstances have changed Alpha have been proactive in highlighting the best possible products for my situation from pensions advice to income protection, which has been invaluable, as this is not something I would have actively sought out…. I have recommended several family members and friends to Alpha who have all experienced the same positive service, I would not go anywhere else for my financial advice Louise Groom, Sedgley, 33
Louise Groom, Sedgley
About us

As a local family run business,we can afford to focus on just a few clients at a time and offer a quality service on all aspects of financial planning. Experienced. Authentic. Relaxed. A more personal and informal approach is our aim..

Our services

We offer a first class client-focused service from an independent stance, and we specialize in Retirement Planning and Investments, including specialist Final Salary pension services. Our main thrust is managing peoples' money, whether in pension funds or personal wealth. We have 20 years of experience in this and have built up considerable funds under management.
We also provide detailed advice on all aspects of Life Assurance, Critical Illness and Income Protection, using only the best quality companies and contracts. We also specialize in Trusts of all descriptions.

Where to find us

Alpha House, Tipton Street, Sedgley, Dudley, West Midlands, DY3 1HE

Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£20,000
Minimum mortgage value
£0
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
7.0/10
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FCA authorised
Last authorised 17th February 2020

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