PENSIONS
The sooner you think about it and start preparing, the better off you will be
SAVINGS & INVESTMENTS
The solutions to make your money work for youLIFE & INCOME PROTECTION
Find the best insurance options available for your situation
MORTGAGES & EQUITY RELEASE
You may be able to release a tax-free lump sum from the value of your home
We are here to listen, gain an understanding of your situation, and help you find the best financial solutions for your circumstances.
Alpha Financial Management are an independent financial advisers who understand pensions and retirement options. We are fully committed to finding the best ways for you to get the best return on your money or pensions.
Pensions
Often people don’t think about their future pension, which means they overlook important decisions that can be made now to help achieve a more financially secure future. The truth is that the sooner you think about it and start preparing, the better off you will be. We can help you prepare for your financial future.
Pension Choices, Options & Decisions
Are you 55+ and wondering what to do with your pension fund? Perhaps you want to take some money out of your pension but don’t know how? Or are you wondering if you can afford to retire from work altogether? If you are unsure of what to do, then we can help you make the right decisions.
Savings & Investments
Is your money sitting stagnant in an account with little or no interest? Perhaps you have a fixed term bank account that has matured or is about to mature, and you are unsure what to do next ? Or do you have an amount of money that you would like to grow ? We have the solutions to make your money work for you.
Life & Income Protection
When deciding to buy life insurance, it is important to consider which type is best for you – you don’t have to overpay your life insurance premiums. Let us shop around for the right policy at the most competitive price. At Alpha Financial Management we have vast knowledge on the different insurance options available and can find the best policy to suit you.
Mortgages
Are you buying your first home, moving home or is your current mortgage deal coming to an end? Do you have an interest only mortgage that needs to be repaid? We can guide you through the different options such as fixed or variable rates to find the best solution to suit your circumstances.
Equity Release
If you are over 55 and a homeowner, you may be able to release a tax-free lump sum from the value of your home. We can guide you through the choice of options and helping you decide whether Equity Release is the best option to suit your circumstances.
"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 Seddon | Liverpool
