Alpha House
about us
Alpha Financial Consultants help clients in Exeter and the south west realise their dreams through effective wealth management services. Run by one of the few Christian financial planners in the south west, Alpha Financial Consultants are committed to working with you ethically, helping to build your future
With expertise in and a passion for wealth management services, Alpha Financial Consultants work with their clients in Exeter and the south west to maximise the potential of their money in order to help fulfill their dreams.
Alpha consultants are skilled in listening to your ambitions and your hopes and then putting a financial plan into action for you to manage your wealth creatively but effectively, acting as your dependable, trusted adviser.
Alpha Financial Consultants have a policy of working with a limited number of clients, in order to ensure superb customer service and commitment every year.
Their wealth management services include:
- Investing your money sensibly
- Maximising your retirement income
- Inheritance tax planning
- Simplifying your paperwork
- Review of your existing pensions
If you would like to discuss your financial circumstances for appropriate wealth management with an Alpha consultant, please phone for an appointment. One of the team will then meet with you at her/his expense to consider your specific requirements and circumstances.
01803 920262
For more information, see the website:
latest reviews
Thanks for all your help in simplifying our affairs. We finally understand how everything fits together.
It's great to know that you're on top of everything for us. We don't worry about all the paperwork anymore as we know we can pass it all to you.
I couldn't see past my urgent cashflow problems but Alpha showed me how to deal with these while keeping my dream of a move to the sun in the next few years on track.