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phone0151 949 1666
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Alpha Financial Management offers a truly independent financial advisory service and treats each client individually

Stephen Lee (Dip PFS) is the Principal of the business and has been giving qualified and professional financial advice for over 20 years.

As a company we offer financial advice across a broad spectrum of areas. We treat each client as an individual and make bespoke recommendations that suit the client’s financial objectives and personal requirements.

We are real people who won’t blind you with science, or talk in a language that you don’t understand. We want our relationship to be a long lasting one and that’s why we work hard to make things work for you from the very start.

Our company values:

We believe financial planning is a journey over a period of time and that any financial decision or solution must take account of changing circumstances and therefore be flexible. As a company, we provide an ongoing service to ensure that each client’s financial affairs are kept under constant review.

We offer an initial consultation without charge.

Call us today on 0151 949 1666 or email us at info@afm.org.uk for more information.

Why choose us?

HONEST & RELIABLE

Alpha Financial Management is authorised and regulated by the Financial Conduct Authority

HIGHLY EXPERIENCED

Advising throughout the North West in all areas of financial planning for over 20 years.

FRIENDLY & APPROACHABLE

We talk your language and together we will build a picture of your financial circumstances.

PROFESSIONAL ADVICE

Fully qualified and FCA approved, we are professional, trustworthy and compliant financial advisers.