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  • Savings and Investments Alpha Financial Management
    SAVINGS &
    INVESTMENTS

Your money can work as hard as you do with Alpha Financial Management savings & investment advice

Alpha Financial Management provide an Investment Review Service to ensure that our clients are getting the best possible returns for the level of risk that they are willing to take.

Saving or Investing is an effective way to create wealth by making your money work harder to achieve your financial goals sooner.

The biggest myth about investing is that it’s only for the rich. This is far from true – you don’t have to be wealthy to be an investor. A well-managed investment portfolio can increase your wealth or provide you with an income.

Our investment planning strategies include:

• ISAs
• Unit Trusts
• Investment Bonds
• Collective Investment Trusts

There is a huge difference in the performance of funds, even within the same sectors. We have expert analysis systems that we use to help us establish whether your existing portfolio is suitable to your attitude to risk. This is in addition to us providing you with our opinion on the charges and performance of these investments.

Please contact us to arrange an Independent Investment Review. An Investment Review is free and without obligation.

The value of your investment can go down as well as up and you may get back less than you have invested.

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

Savings and Investments Alpha Financial Management
Stephen Lee is a very confident, motivated, charismatic and pragmatic person with vast skills and experience in all matters financial, with a very strong managerial background. We found Alpha Financial Management to be extremely professional in their approach, with the attitude that everyone should have access to the best possible independent and impartial financial advice on a personal or business level.
Philip SeddonLiverpool

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PENSION & RETIREMENT PLANNING

EQUITY RELEASE

MORTGAGES

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  • 22 Stuart Rd
    Waterloo
    Liverpool L22 4QS

  • 0151 949 1666

  • info@afm.org.uk

FCA AUTHORISED & REGULATED

We are entered on the Financial Conduct Authority 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.

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

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