Alterno Wealth

Independent Financial Adviser  35B Park Court, Royal leamington spa, Warwickshire, CV32 4QN
First meeting at adviser's own cost
We're committed to delivering the highest standard of service, tailored for you, to help you to achieve your financial goals.
We can advise you on
check
Annuity purchase
check
Auto enrolment
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Stakeholder
check
Building your home
check
Buy my next home
check
Buy to let
check
Buying commercial property
check
Buying first home
check
Flexible mortgages
check
High loan to value
check
Next home / Remortgaging
check
Right to buy
check
Self-employed mortgages
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Offshore investments
check
Socially responsible investments
check
Traded endowment policies
check
Unit trusts
check
Lump sum
check
National savings
check
Regular savings
check
Savings for children
check
School fees planning
check
Accident & sickness
check
Buildings and contents
check
Commercial motor
check
Critical illness
check
Healthcare
check
Home and leisure
check
Income protection insurance
check
Large business
check
Life insurance
check
Payment protection insurance
check
Small business
check
Travel
check
Capital gains tax
check
Estate planning
check
Income tax
check
Taxation planning
check
Commercial mortgages
check
Corporate pension
check
Employee benefits
check
Group ISA
check
Group Pension/Stakeholder
check
Group Protection/Life Insurance
check
Group critical illness
check
Group income protection
check
Group life insurance
check
Group private medical insurance
check
Group risk
check
Long term care
Response rating
7.0/10
check
FCA authorised
Last authorised 10th August 2020
Meet our advisers
Chirag Devani
Chartered Financial Planner

To achieve the Fellowship grade, individuals would be required to have 10 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.

Having achieved the APFS designation, advisers can go onto to achieve this recognisable benchmark of quality and ethical practice for financial services professionals, elevating financial planning and advice in the public eye to the same standing as other Chartered professions. The holder must demonstrate a combination of experience, financial qualifications, ongoing educational activity (continuous professional development) and ethical behaviour.

Fellowship of the CII is universally regarded as the premier qualification for those working in the insurance industry. This shows a commitment to continuous professional development.

Accreditations
Chartered Financial Planner
Ranbir Makh
Financial Advisor

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

About us

Here at Alterno Wealth we offer more than your average financial advice company. We are a boutique wealth management firm, large enough to offer real depth of expertise across a range of financial areas, and small enough to make sure we can provide excellent service, with a personal touch. One of the most important investments we make is time. We spend time getting to know our clients and developing relationships based on trust and a common goal: your success.

What can you expect from working with us?
- Personal Service
- Long-Term Support
- Fair, Flexible Fees

We value our clients and in addition to working directly with your chosen Financial Advisor, you will also receive support from our friendly team at head office who are familiar with our full client base and are always available by phone or email to answer any questions you may have.

We are proud to provide high quality, innovative financial planning solutions to clients from all walks of life. Over the years, our specialist and exceptional technical capabilities, precise work and attention to detail have earned us a firm reputation within the financial field.

Our services

As Pension Specialists we have significant expertise and experience in this area. Over the last few years, we have helped a number of clients with pension transfers and accessing funds.

We are one of only a very small number of firms who have an in-house Pension Transfer Specialist. This means we can arrange transfers from Occupational Pension Schemes efficiently and professionally without having to outsource any part of the process, giving you the confidence in knowing that our expertise and customer service remains throughout the entire process.

Where to find us
Head office address: 35B Park Court, Park Street, Royal Leamington Spa, Warwickshire, CV32 4QN
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Response rating
7.0/10
check
FCA authorised
Last authorised 10th August 2020

Similar advisers near you

Independent Financial Adviser 0 mi
A highly experienced financial planner helping individuals and families achieve their retirement and financial goals.
 
Independent Financial Adviser 0.11 mi
We could help you live the life you want to lead.
 
Independent Financial Adviser 0.12 mi
Creating, managing and protecting your wealth the intelligent way
 
Independent Financial Adviser 0.13 mi
Award-winning, Chartered financial planning firm delivering unbiased, tailored advice to protect and grow your wealth.