Response rating
10/10
FCA verified
20th November 2017

Alpha Financial Services

Independent Financial Adviser Alpha House, Tipton Street, Sedgley, 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
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Traded endowment policies
    • Unit trusts
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Payment protection insurance
    • Commercial mortgages
    • Corporate pension
    • Employee benefits
    • Group critical illness
    • Group income protection
    • Group ISA
    • Group life insurance
    • Group pensions
    • Group private medical insurance
    • Group protection
    • Group risk
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Wealth management
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Long term care
Meet our advisers
adviser-person
Tim Fellows Dip PFS
IFA
What our clients say
… 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
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 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
Where to find us
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.

Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£20,000
Compliance

We are Members of one of the UK's leading Financial Services support services companies, SIMPLY BIZ, and their 'Compliance Support' is highly regarded within the industry.
We are directly authorized and regulated by the Financial Conduct Authority (FCA).

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