Alpha Financial Consultants offer fee based independent financial advice including:
- Inheritance tax planning
- Specialist financial planning for Long Term Care and the Elderly
- Investments & wealth management
- Retirement planning
- Protection planning
- Charitable giving
- God & money
Advisers – not salesmen
The majority of people need financial advice, not to be sold a product. Unfortunately much of the industry is based around sales, thus truly independent advice is not always easy to find. We offer totally independent advice, and charge fees for the services we offer. We are happy to arrange products for clients where they are needed and have a set fee scale for these. All initial commissions are then rebated back to the client, allowing them to benefit from special terms.
Advisers are qualified to an advanced level and have specialist advanced level qualifications and experience in dealing with post retirement issues, including the funding of long term care, inheritance tax planning and investment including pensions.
Chartered (APFS) – issued by the CII -The highest financial services qualification in the UK
Certified (CFP CM) – issued in the UK by the IFP-The internationally recognised standard of professionalism for financial planning
Accredited (LLAA)-Later Life Accredited Adviser-issued by SOLLA in conjunction with the Financial Services Skills Council (FSSC)-The trusted Specialist later life adviser accreditation
Senior Consultant and director, Robin Stamp APFS CFP, is a Chartered Financial Planner, a Certified Financial Planner and an Accredited Later Life Adviser is a member of the Association of Christian Financial Advisors, the Chartered Insurance Institute , the Society of later Life advisers and the Institute of Financial Planning .