52 Finchley Lane, Greater London, London, NW4 1DJMake an enquiry
Alpha Wealth Management Limited offers a full range of financial services to its clients. We help private clients as well as businesses grow, manage and protect their assets, offering them a comprehensive and holistic financial planning service.
The business is spearheaded by Marc Ovits who has achieved the gold standard qualification of being a Chartered Financial Planner. One of the distinguishing characteristics of his career to date is that prior to becoming an IFA, he spent 15 years working for several of the world’s leading investment banks, providing investment advice to many of Europe’s leading fund managers. Nowadays he uses his investment ‘know how’ for the benefit of clients which include business owners, senior executives, professionals, city professionals, management, trustees, divorcees and retirees.
We build long term relationships with clients founded on trust, outstanding service and expert advice that focuses on their best interests alone.
We help you:-
- develop a comprehensive plan to achieve your financial goals.
- design an optimal structure for your finances to maximize the tax efficiency of your investments.
- protect, grow and manage your wealth over time, ensuring you stay on track and achieve your goals.
We receive a large amount of referral from other professionals such as accountants and solicitors. They appreciate the diligence we apply to all our clients as well as our 'team' orientated approach to working with your other advisers.
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