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All our useful and everyday documents right here, in one easy place

If we have asked you to download a document to complete and return to us, you will find it listed below.

Any of the documents below can be printed and returned to our office by email to info@afm.org.uk or by post to: Alpha Financial Management Ltd, 22 Stuart Road, Waterloo, Liverpool, L22 4QS.

If you have any questions or need any assistance please do not hesitate to call us on 0151 949 1666.

A copy of our Client Agreement and our On-going Service Proposition can also be found below. For your own benefit, you should read our terms carefully. If you do not understand any point, please ask us for more information.

Documents
Useful Websites
Documents

Client Agreement – please click here

On-going Service Agreement – please click here

Client Fact Find – please click here

Risk Assessment Questionnaire – please click here

Letter of Authority – please click here

Useful Websites

The Financial Conduct Authority – https://www.fca.org.uk/

Financial News

RSS News Feed

  • British Land’s leases hit fastest pace in a decade 18th May 2022
  • European shares struggle for direction after Wall Street rally overnight 18th May 2022
  • UK inflation hits 40-year high of 9% 18th May 2022
  • Global inflation tracker: see how your country compares on rising prices 18th May 2022
  • Live news: Stoltenberg hails Nordic Nato applications as security boost 18th May 2022
  • Further reading 18th May 2022

GET IN TOUCH

  • 22 Stuart Rd
    Waterloo
    Liverpool L22 4QS

  • 0151 949 1666

  • info@afm.org.uk
USEFUL LINKS

Financial Conduct Authority: https://www.fca.org.uk

Financial Ombudsman Service: https://www.financial-ombudsman.org.uk

Money Advice Service: https://www.moneyadviceservice.org.uk

FCA AUTHORISED & REGULATED

Alpha Financial Management Limited

Registered in England and Wales No. 04405679

Registered Address: 22 Stuart Road, Waterloo, Liverpool, Merseyside, L22 4QS

Alpha Financial Management is a trading style of Alpha Financial Management Limited which is authorised and regulated by the Financial Conduct Authority. We are entered on the Financial Services Register No 214376 at https://register.fca.org.uk

 The information contained within the website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK

Should you have cause to complain, and you are not satisfied with our response to your complaint you may be able to refer it to the Financial Ombudsman Service, which can be contacted as follows: The Financial Ombudsman Service Exchange Tower, London, E14 9SR  Tel: 0800 023 4567 or 0300 123 9 123

www.financial-ombudsman.org.uk

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