Strategic Insight Advisors

Alpha Financial Management Ltd - Liverpool

👍 Reviews 📌 Map ℹ️ Information ⏰ Hours

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.

Alpha Financial Management Ltd - Liverpool
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!

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