Alps F S Ltd

Financial Adviser (Restricted Whole of Market) Compton House, Walnut Tree Close, Guildford, GU1 4TX
First meeting at adviser's own cost
Response rating
7.0/10
FCA verified
12th November 2018
Think of three things you most want from a financial adviser. Ask us and see if our answers are right.
We can advise you on
    • Large business
    • Small business
    • Buy to let
    • Equity release
    • First time buyers
    • Flexible
    • High loan to value
    • Remortgage
    • Residential
    • Self employed
    • Investing for income
    • ISAs
    • OEICs
    • Unit trusts
    • Group pensions
    • Stakeholder
    • Wealth management
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
Meet our advisers
Julian Ellis FPFS, Chartered FCSI CertsPFS (DM), Cert CII(MP & ER)
Director
Accreditations
Chartered Financial Planner
adviser-person
Ulick Burke
Director
adviser-person
Guy Fisher
Where to find us

Compton House, Walnut Tree Close, Guildford, GU1 4TX

Contact us
About us

We are celebrating our 11th year as a Chartered Financial Planning firm and 28 years of service to our customers. We can give you what you want from a financial adviser. We are a small firm where you, our customer, is the centre of our attention. But with the advanced technology support that can give you access to look at your investments using cyber secure technology 24/7. To give you control over your finances why not come and see if we can help you take control of your finances so that you can get on and enjoy your financial future without having to worry about where the money is coming from. We get to know you so that when we give you advice, both you and we will know it is right. And we will explain it in plain English.
That is why our clients have come to us and are still with us. With modern technology, personal advice and plain English, there is still room for you to join our exclusive clients' club. But don't leave it too long. Your money won't benefit from the wait.

Our services

Helping our clients is what we do best. To achieve this we give personal advice on investment, pensions, life assurance and financial planning. Before we give advice we get to know and understand what you want and what drives you. We understand how behavioural biases can influence people and we will explain how to get the best out of your money in plain English.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Compliance

You can find us on the Financial Services Register No 149828. We are authorised and regulated by the Financial Conduct Authority (FCA). Our permission includes authorisation to advise on pension transfers from final salary pension and safeguarded benefits. We can also advise on long term care. We are a Chartered Financial Planning firm and have specialists in pensions, investments, mortgages and financial planning. We also have a Chartered Wealth Manager.

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