Alpha Financial Management Ltd - Liverpool

Alpha Financial Management Ltd is a financial planning firm located at 22 Stuart Rd, Waterloo, Liverpool L22 4QS, United Kingdom. The company can be reached by phone at 1519491666 and has a website at afm.org.uk.

The specialty of Alpha Financial Management Ltd is financial planning. They offer a range of services to help individuals and businesses manage their finances effectively. Their team of experts is dedicated to providing personalized advice and solutions to meet each client's unique needs.

The firm's location is easily accessible, with wheelchair-accessible parking and washroom facilities available on-site. They also have washroom facilities for added convenience.

Alpha Financial Management Ltd has received positive reviews from clients, with an average rating of 3.7/5 on Google My Business. Here are some of the things that clients have to say about the firm:

Very professional and knowledgeable team. They took the time to understand my financial goals and provided me with a comprehensive plan to achieve them.
Alpha Financial Management Ltd has been managing my finances for several years now, and I couldn't be happier with their service. They are always available to answer my questions and provide me with the advice I need.
* I highly recommend Alpha Financial Management Ltd to anyone looking for financial planning services. They are experts in their field and always put their clients' needs first.

If you are looking for a financial planner that you can trust, look no further than Alpha Financial Management Ltd. Their team of experts is dedicated to providing personalized advice and solutions to help you achieve your financial goals.

To learn more about the firm and the services they offer, visit their website at afm.org.uk. You can also contact them by phone at 1519491666 to schedule a consultation. Don't wait, take control of your finances today with Alpha Financial Management Ltd.

Reviews of Alpha Financial Management Ltd

Ian Kay

1/5

I was very lucky to have a diligent IFA spot irregularities in my Pension 12 years after it was sold to me.

I discovered funds had been taken without my knowledge & that the pension I was transferred from had Guaranteed Annuities (GARs).

The Ombudsman quickly ruled that the deductions were Unauthorised & the Pension Mis-sold. Alpha Financial Management Ltd of Crosby, Merseyside were ordered to pay me £65k.

Based upon my experience I consider Stephen Lee to be wholly untrustworthy & I emplore anyone who's had a Pension transferred by Alpha Financiancial to contact their old pension provider & check if it had Guaranteed Annuities. You could be losing Thousands!!! Also check thoroughly for deductions.

Jane Morris

5/5

Steve really helped me understand my various pension schemes and gave me different advice for each one depending on each type of scheme. He has a lot of knowledge, answered all my questions and explains everything clearly. My investments are doing much better now! Thanks Steve!

J (Rileyjj)

5/5

Professional financial advice given. I wouldn't hesitate in recommending Steve or his firm to anyone. Friendly company to deal with.