Alpha Independent Financial Solutions Ltd

Independent Financial Adviser 9 Cottam Drive, Barlborough, Chesterfield, S43 4WS
FCA verified
12th August 2019
Chartered qualified with experienced team of Independent Advisers offering personal and corporate investment, protection, and retirement / pension advice.
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Payment protection insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • Group pensions
    • Group protection
    • Long term care
Meet our advisers
adviser-person
Pete Cassar AFPS
Chartered Financial Planner
Where to find us

9 Cottam Drive, Barlborough, Chesterfield, S43 4WS

About us

We are passionate about providing Independent Financial Advice, and have over 50 years of practical experience and appropriate qualifications to help us achieve the best results for you. We help you develop a strategy to achieve your goals rather than sell products. We offer a free "no obligation" initial discovery meeting, when we explain how we work, how much it will cost and how we can help you achieve your goals. Our advice includes Investments, Pensions, Retirement Income and Protection planning. We are directly authorised by the FCA and you are covered by the Financial Services Compensation Scheme

Our services

We help you to take control of your financial situation, by listening to your objectives and tailoring a plan to suit your aims, this can be part of an ongoing relationship, or as a one off exercise, according to your needs.

Advice methods
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Compliance

Alpha Independent Financial Solutions is authorised and regulated by the Financial Conduct Authroity and its clients are covered by the Financial Services Compensation Scheme.

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