Why Us?
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 won’t blind you with jargon; we keep things clear and simple. 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.
Why Choose Us?
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
We are a member of the CII; a professional body dedicated to building trust in the insurance and financial planning profession.
“I’d have no problem referring Alpha to anybody who like me, simply can’t be doing with arranging a mortgage. But more importantly, to anybody who wants professional advice with all aspects of your financial dealings with the big bad world!”
John Allerston | Liverpool