About Us

Alpha Financial Consultants (Somerset) Ltd is based in the village of Williton, about 20 miles west of Taunton, surrounded by beautiful countryside and sandwiched between the Quantock hills on one side and Exmoor on the other. Our clients are spread around the country, although naturally many live in the West Country.

We have a sister company, Alpha Financial Consultants (South West) Ltd, which is based in Torquay.

We provide advice on a broad range of financial planning issues, although our specialisms lie in post retirement issues:

  • Retirement income planning – i.e. making the most of your savings (be they inside or outside of “pension savings schemes”) so that you can enjoy your well-earned retirement.
  • Income and capital tax planning – planning your finances so you and not the treasury are the main recipient.
  • Inheritance tax planning – planning your finances so that your chosen beneficiaries, not the treasury, are the main recipient of your estate when you die.
  • Long term care planning – making sure that even if you are no longer able to care for yourself, you can still maintain your quality of life without fearing running out of funds.
  • Being generous – helping and encouraging you to support good causes and helping the good causes to manage their money well – again in a way that benefits the causes not the chancellor.

Our key staff are Robin & Helen Stamp and Joe Savage.

Robin is the principal adviser and director of the business and is supported by his wife Helen, who is also a director.

Robin has been in the industry since 1996, having  previously owned and run the  much acclaimed good food and real ale pub the “Royal Oak of Luxborough” and managed hotels in London and Luton and a restaurant in Sydney. Robin & Helen have two children and are committed Christians and members of The Vineyard Church in Taunton.

Robin has attained the Advanced Diploma in  Financial planning  and is both a Chartered Financial Planner and a Certified

Financial Planner having successfully completed advanced examination papers in Pensions (G60 ,JO4, JO5 and AF3), Long Term Care (G80 and CF8 plus Equity Release ER1), CF6 Mortgage advice and Taxation and Trusts (G10). He is thus able to use the designatory letters CFP issued by the Institute of Financial Planning ,APFS  issued by The Personal Finance Society and Cert CII (MP) issued by the Society of Mortgage Professionals/ Chartered Insurance Institute . Robin is also a Latter Life Accredited Adviser (LLAA) having been assessed and accredited by the Society of Latter Life Advisers (SOLLA). He is also a member of the Association of Christian Financial Advisors