Alpha Omega Independent Financial Advisers - Ipswich

trudi R.

Esus and Tony were recommended to us by our previous financial advisor who was retiring, approximately 10 years ago. He had done a great job so we were a little nervous about the change. We needn’t have worried; this company is a safe pair of hands and thanks to their excellent management of our portfolio, we are now approaching a comfortable, early retirement. We have had regular reviews over the years and Esus is always so approachable and helpful, ensuring that our best interests are being served. We can confidently recommend the team at Alpha Omega for your pension planning and all financial advice; it’s not just about pensions!

Denise W.

We wanted advice from our IFA with regard to our existing financial interests. Particularly inheritance tax and our annual pensions review after the latest government budget. We trust Alpha-Omega implicitly as they have been dealing with our financial affairs for many years.
Our advisor, Tony Iannelli, answered all our questions, explained our options, and acted upon our instructions quickly and efficiently. He always offers sound advice, in a friendly manner, and instils confidence in us.
We found the whole process straightforward and felt our needs had been met. We would recommend Alpha-Omega to anybody wishing for advice on pensions and investments.

Hannah B.

I contacted Esus and Phil to arrange a new mortgage and to help me set up an investment fund. I needed guidance in securing my financial future, especially after the sudden passing of my dad.

Before I met Esus and Phil, I was a bit cautious about receiving financial advice. I was concerned that I might not understand the process or feel pressured into decisions that weren't right for me.

I chose Esus and Phil because of their reputation for being kind, personable, and knowledgeable. They made me feel comfortable from the start, and I felt confident that they truly cared about helping me during a tough time.

Esus and Phil helped me arrange my mortgage quickly and smoothly. They also helped me start an investment fund, taking the time to explain everything in a way that made sense. They really supported me through the whole process, especially considering my personal situation.

I appreciated how kind and patient they were. They never pushed me into anything, but instead explained all my options, giving me the space to make informed decisions. Their personal touch made all the difference.

Overall, the experience was positive and reassuring. I felt truly looked after throughout the entire process. Their approach was calm, understanding, and professional, which made me feel confident in my decisions.

I think anyone, especially younger clients, who is looking to get a solid financial start would benefit from Esus and Phil’s services. They are great at explaining things and offering advice in a clear and personal way, making it easier to navigate financial decisions.