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  7. Alpha Wealth Management Limited

Alpha Wealth Management Limited

Independent Financial Adviser  52 Finchley Lane, Greater London, NW4 1DJ
First meeting at adviser's own cost
We provide expert and impartial advice from a Chartered Financial Planner optimizing your investment, protection, retirement and estate planning needs.
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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Employee benefits
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Group ISA
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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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Group risk
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Long term care
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Response rating
7.4/10
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FCA authorised
Last authorised 27th June 2022
Meet our advisers
MR Marc Ovits BA (Hons) APFS Cert PFS (DM)
Principal and Chartered Financial Planner

This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.

This qualification assesses a knowledge and understanding of an ability to analyse financial protection planning issues.

This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.

This qualification helps advisers develop and demonstrate their financial planning capabilities. 

To achieve the Associateship grade, individuals would be required to have 6 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.

This examination assesses the candidate to develop in depth financial planning skills related to personal and corporate pensions.

This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.

This examination assesses the candidate to develop an understanding of the financial planning process when giving advice to clients.

This examination assesses the candidate to develop in depth financial planning skills related to investments and the management of investment portfolios.

This examination assesses the candidate to develop in depth financial planning skills related to personal tax and trusts.

This examination assesses a knowledge and understanding of financial protection plans.

This qualification enables professional advisers to develop specialist planning capabilities, covers topics like: personal tax and trust, business financial, pension and investment planning.

At the end of this unit candidates should be able to analyse and apply financial information and portfolio management skills

Accreditations
Chartered financial planner - individual adviser accreditation
What our clients say
Marc put my interests and needs first over his own. He has thoroughly researched all my options and given me trustworthy and sound advice. In my experience this kind of advice is not easily found. I'm very pleased with the outcomes.
Avrom Saurimper, London
Marc has spent considerable time and taken care to provide a SIPP tailored to my needs in retirement. He has been very conscientious, incorporating all of my requirements within the level of risk that is acceptable to me. His advice has been invaluable both in planning my retirement income/strategy and also in relation to planning other investments and financial matters in a tax efficient manner. I have no hesitations in recommending Marc highly to anyone.
David Stow, Essex
Having recently requested the help of Marc Ovits to advise on my financial situation, I found Marc to be very thorough and professional. He explained his proposals with care and I now have in place an investment plan which has been tailored to my needs. I feel very satisfied with the entire process and would definitely recommend his services to others requiring financial guidance.
William Bovington, Surrey
I needed to review my pensions and ISAs. Marc conducted a full review of my arrangements and set out some clear recommendations for me to consider. I proceeded with Marc's recommendations and am delighted with how they have been performing. I would have no hesitation in recommending Marc to other people.
Adam Collins, London
I needed urgent tax advice regarding my pension arrangements. Marc was very quick to respond, providing detailed guidance and spent the time to ensure that I was comfortable with the advice. A very professional and personal approach. I now have a much better arrangement in place and have used Marc again since.
Andrew Goodman, Hertfordshire
About us

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.

Our services

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.

Where to find us
Head office address: 52 Finchley Lane, Greater London, NW4 1DJ
Preferred clients
Minimum wealth (income/assets)
£101,000
Minimum pension value
£101,000
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
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    Telephone
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    Face to face
Make an enquiry Request a call back Recommend to a friend
Response rating
7.4/10
phone Show number
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FCA authorised
Last authorised 27th June 2022

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