1. Home
  2. breadcrumb-arrow
  3. Find an adviser
  4. breadcrumb-arrow
  5. East Midlands
  6. breadcrumb-arrow
  7. Derbyshire
  8. breadcrumb-arrow
  9. Barlborough
  10. breadcrumb-arrow
  11. Alpha Independent Financial Solutions Ltd

Alpha Independent Financial Solutions Ltd

Independent Financial Adviser  9 Cottam Drive, Chesterfield, S43 4WS
check
FCA authorised
Last authorised 18th October 2021
Chartered qualified with experienced team of Independent Advisers offering personal and corporate investment, protection, and retirement / pension advice.
We can advise you on
check
Annuity purchase
check
Auto enrolment
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Stakeholder
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Offshore investments
check
Socially responsible investments
check
Unit trusts
check
Lump sum
check
National savings
check
Regular savings
check
Savings for children
check
School fees planning
check
Accident & sickness
check
Critical illness
check
Healthcare
check
Income protection insurance
check
Life insurance
check
Payment protection insurance
check
Capital gains tax
check
Estate planning
check
Income tax
check
Taxation planning
check
Corporate pension
check
Group Pension/Stakeholder
check
Group Protection/Life Insurance
check
Group critical illness
check
Group income protection
check
Group life insurance
check
Group private medical insurance
check
Long term care
Meet our advisers
MR Pete Cassar AFPS
Chartered Financial Planner
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.

Preferred clients
Minimum wealth (income/assets)
£51,000
Minimum pension value
£51,000
Minimum mortgage value
£0
Advice methods
  • icons
    Face to face

9 Cottam Drive, Barlborough, Chesterfield, S43 4WS

Similar advisers near you

AFH Wealth Management
Independent Financial Adviser 0.37 mi
At AFH, we're with you on your journey, all the way.
 
See profile
Mark Lightfoot
Restricted - whole of market 4.92 mi
Retirement and Pension Specialist, Chartered Financial Planner, locally based in Sheffield, over 21-years experience. Call today for a free consultation or informal chat.
 
See profile
Rosewood Wealth Management
Independent Financial Adviser 5.96 mi
Satisfaction for us comes in making sure you are informed and looked after.
 
See profile
Mark Lightfoot
Restricted - whole of market 6.19 mi
Retirement and Pension Specialist, Chartered Financial Planner, locally based in North Derbyshire, over 21-years experience. Call today for a free consultation or informal chat.
 
See profile