Alpha Independent Financial Solutions Ltd
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Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- SIPPs
- Stakeholder
-
Financial planning
- Wealth management
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Investments
- Ethical investments
- ISA / Unit Trusts / OEICs
- Investing for income
- Investment trusts
- OEICs
- Offshore investments
- Socially responsible investments
- Unit trusts
-
Savings
- Lump sum
- National savings
- Regular savings
- Savings for children
- School fees planning
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Insurance & protection
- Accident & sickness
- Critical illness
- Healthcare
- Income protection insurance
- Life insurance
- Payment protection insurance
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Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
- Taxation planning
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Business
- Corporate pension
- Group Pension/Stakeholder
- Group Protection/Life Insurance
- Group critical illness
- Group income protection
- Group life insurance
- Group private medical insurance
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Long Term Care
- Long term care
9 Cottam Drive, Barlborough, Chesterfield, S43 4WS
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
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.
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