THE WEBSITE OF ALPHA INVESTMENTS AND FINANCIAL PLANNING LTD
Independent Financial Advisors
Passionate about investments and saving you tax!
Our focus is on you, the client, your aims objectives and helping you achieve them. By listening to you we get to understand how we can help you. Our lateral thinking has saved clients thousands of pounds in life assurance premiums. Our negotiation skills have given clients more than they expected out of the deal they were negotiating but still left the other side feeling they got the right deal too.
Alpha Investments and Financial Planning Ltd are a leading firm of Independent Financial Advisors based in Harrow and Mayfair, London. With over 28 years experience combining the highest standards of investment, life assurance and pensions advice with innovative tax advice. Our director is one of only about 300 Independent Financial Advisors who is also a Chartered Accountant in the UK.
PROVIDING YOU WITH ANSWERS TO THESE QUESTIONS:
- Where and how shall I invest my money?
- How do I plan my life now I have sold my business or won the lottery?
- How much will I have to retire on?
- What risks am I taking with my investments?
- What risk level am I comfortable with?
- What else could be done to improve my investment returns?
- Can I or my company save more tax?
- Can I save Inheritance Tax? Even at the last minute?
- Am I paying too much for life assurance?
- How is my family/business protected against unforeseen disasters?
- Do I have the right income protection policy?
- Do I have the right Critical Illness policy?
- Am I going to get the best price for my business?
- Am I going to get the best out of contract negotiations?
As Independent Financial Advisors we specialise in personal financial planning, investment strategy, pensions, tax planning, and we offer particular expertise in Inheritance Tax planning including last minute Inheritance Tax Planning sometimes called death bed Inheritance Tax planning.
You may also want help in selling your business and in negotiations; in particular contract negotiations. You will see that we have an enviable reputation in these areas.
Our aim is to maximize returns for the level of risk that you are comfortable with. You will also be able to discuss your affairs whenever you want. We always have time for our clients.
To find out more about us, click here.