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.
• 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.
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.
