Alpha Investments and Financial Planning Ltd

Independent Financial Adviser  17 Hanover Square,, London,, W1S 1BN
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FCA authorised
Last authorised 16th May 2022
We are passionate about your investments, saving you tax and helping you achieve your goals.
We can advise you on
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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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Traded endowment policies
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Unit trusts
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Taxation planning
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Group Pension/Stakeholder
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Group Protection/Life Insurance
Meet our advisers
MR Alan Solomons BSc FCA CeFA DipPFA
Director
About us

Our focus is on maximising your investment returns, minimising the tax you pay and improving your personal financial planning all in a way that you are perfectly comfortable with. Alan Solomon’s Bsc FCA CeFA DipPFA is a practising Chartered Accountant as well as an Independent Financial Adviser with 29 years professional experience in helping clients achieve what they want. He will listen carefully to your requirements and offer you a personal, professional and caring service.

We normally return enquiries within 24 hours. Call us using the phone number on the right hand side.

Our services

Most people aim at nothing and hit it with great regularity. By using cash flow models we devise a plan that helps you to have realistic goals that you will achieve. Our annual meetings ensure we keep in touch with your aspirations and we ensure you are on track to meet your goals.

Preferred clients
Minimum wealth (income/assets)
£51,000
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face

17 Hanover Square,, London,, W1S 1BN

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