Financial Management For a Happy Future

Alpha Wealth manage my Protection, Pension and Investment holdings. They continue to advise me on ways I could save money and constantly review my plans and update me of any relevant changes. They go beyond a traditional financial advisor. They do this in a clear and professional manner and I would have no hesitation in recommending them to anyone.

Alpha Wealth have extensive knowledge of the deeper technical side of some of the issues facing business owners particularly in relation to the increasingly complex area of the Pension Cap and how to deal with this area. He saved me a significant amount on my insurance costs and I managing accounts including deposits and Tax efficient deposit alternatives. I would highly recommend Alpha Wealth for their financial expertise and knowledge particularly as they do not charge for their financial reviews.

Alpha Wealth, reviewed my existing company pension plans which I had one from a previous employment and one through my current employment of which they assessed and researched the pension market extensively on my behalf and amalgamated them into the one Company pension scheme which enhanced my overall fund and reduced my costs going forward. I would highly recommend Alpha Wealth’s Financial Consultants as they take a direct and active interest in their clients’ individual needs

Nick of Alpha Wealth, reviewed my pension plans from previous employment and advised me which he did in a clear manner and clear he is very knowledgeable in the area. He also advised on savings and deposits and I would highly recommend Nick Charalambous for his financial expertise and knowledge.

Nick, & his Team, held a very informative Financial Advisory Clinic for the team at OtterBox. It was greatly received by team members and provided assured advice to the team on personal finance matters. Follow up clinics are planned.

I would like to recommend Alpha Wealth. I have consulted with various advisors on different topics; healthcare, mortgage & personal finance. They are very knowledgeable and strive to do the best for you. I use Alpha wealth for their expertise and professionalism and would have no hesitation recommending them to friends, colleagues and business associates.

Alpha Wealth manage my Protection, Pension and Investments. They have advised me on ways I could save money and constantly review my plans and update me of any relevant changes. They go beyond a traditional financial advisor. They do this in a clear manner and I would have no hesitation in recommending them to anyone.

We became aware of Alpha Wealth following some extensive research on the Internet.  From the very first contact we had with them on their website, we found them to be extremely helpful and clear in their communication.  We met Catherine, one of their consultants and our application was submitted and processed very quickly.  Her approach was excellent and she did not try to push any excessive policies on us.  All in all it was a great experience and I would highly recommend Alpha Wealth.

I met Nick from Alpha wealth seeking investment and pension advice in Jan 2018.  Since then I have had the benefit of the expertise of the Alpha team and as a result, put my pension and investment concerns to rest.  It’s been good to see this to completion.

We have been using Alpha Wealth now for a few years and could not recommend them highly enough. They are extremely efficient and respond quickly to all queries. Nick has provided us invaluable advice and is always available. Most importantly we have seen great gains in our investments. I would highly recommend Nick and co.

I have had the pleasure of attending an Alpha Wealth Seminar on Business Protection Insurance this year. The seminar was very informative and professional and I would have no hesitation in recommending Nick and his expert team for all your business and personal planning needs.

Nick helped open my eyes to what I wasn’t doing with my hard earned savings, he made suggestions, was informative and gave me valuable advice. I’d highly recommend Alpha Wealth’s services to anyone.

Nick of Alpha Wealth, reviewed my insurances and advised me on ways I could save money and tax effective plans also which did the same thing but avail of tax relief. He did this in a clear manner and it is clear he is very knowledgeable in the area. I would highly recommend Nick Charalambous for his financial expertise and knowledge and that this process didn’t cost me a penny, and saved me quite a few and was surprisingly little hassle involved.