Alpha Financial Management Ltd - Liverpool

Address: 22 Stuart Rd, Waterloo, Liverpool L22 4QS, United Kingdom.
Phone: 1519491666.
Website: afm.org.uk
Specialties: Financial planner.
Other points of interest: Wheelchair-accessible car park, Wheelchair-accessible toilet, Toilet, Appointments recommended.
Opinions: This company has 2 reviews on Google My Business.
Average opinion: 3/5.

📌 Location of Alpha Financial Management Ltd

Alpha Financial Management Ltd 22 Stuart Rd, Waterloo, Liverpool L22 4QS, United Kingdom

☎️1519491666

⏰ Open Hours of Alpha Financial Management Ltd

Monday: 9 am–5 pm
Tuesday: 9 am–5 pm
Wednesday: 9 am–5 pm
Thursday: 9 am–5 pm
Friday: 9 am–5 pm
Saturday: Closed
Sunday: Closed

Alpha Financial Management Ltd es una empresa con sede en 22 Stuart Rd, Waterloo, Liverpool L22 4QS, United Kingdom. Puede comunicarse con ellos llamando al teléfono 1519491666 o visitando su sitio web afm.org.uk.

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Sobre nosotros

Alpha Financial Management Ltd es un proveedor de servicios financieros que asesora a individuos y empresas en materia de planificación financiera.

La empresa cuenta con una variedad de especialidades, incluyendo planificación financiera.

Especialidades

Financial planner

En Alpha Financial Management Ltd, se valora la accesibilidad. El edificio cuenta con un aparcamiento para vehículos con discapacidad y un baño accesible. Es recomendable hacer una cita previamente.

Otros puntos de interés

Este establecimiento tiene 2 reseñas en Google My Business.

La opinión media es de 3/5.

👍 Reviews of Alpha Financial Management Ltd

Alpha Financial Management Ltd - Liverpool

Ian K.

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 M.

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!