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  11. Alpha Independent Financial Solutions Ltd

Alpha Independent Financial Solutions Ltd

Independent Financial Adviser  9 Cottam Drive, Chesterfield, S43 4WS
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FCA authorised
Last authorised 9th May 2022
Chartered qualified with experienced team of Independent Advisers offering personal and corporate investment, protection, and retirement / pension advice.
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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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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Critical illness
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Income protection insurance
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Life 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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Corporate pension
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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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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
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    Face to face

9 Cottam Drive, Barlborough, Chesterfield, S43 4WS

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