Independent Financial Planning
We will be happy to advise on all your Investment needs -give us a call or send us an email and we’ll do the rest.
Forgetting about all the technical talk, a pension is simply a tax efficient way of providing for your retirement.
We can advise on all forms of life cover to protect your loved ones. We can also provide Inheritance Tax Planning services.
Buying a home is probably the biggest purchase that you will ever make and choosing the right mortgage product is essential.
At Alpha, we can choose from all the loan products available in the market place and advise which is best suited to your needs.
We understand that financial planning for business owners can be complex and that working and personal lives are often intertwined.
Our friendly team are waiting for your call
Here are a selection of testimonials from our clients.
I first met John around 20 years ago when he was Area Manager for the Pearl Insurance Company.
When he started up Alpha Ifp in 2004, he contacted me again informing me of what he could offer in financial services explaining that whilst working for Pearl he could only offer their products which were not always the best for getting a good return on your investment. Now, 14 years later, I still use him for all my financial arrangements. I appreciate that the financial market is always a risk depending on what we expect to get in return from our investments, but John has always given me excellent advice and I would have no hesitation in recommending him to any future investors.
John Murphy has been our financial advisor for the past 15 years. He always offered sound financial advice based on our investment objectives as well as our personal needs. He keeps in regular contact with us and provides us with ongoing financial advice as our needs change. He takes the time needed to fully explain our options and to guide us in an appropriate direction. We feel as though he truly cares about our family, our finances, and our future.
I used Alpha Independent Financial Planning services in 2017 as I approached retirement. I had three different types of pensions & despite information from my employer found it difficult to sort out my options. I spoke to John at Alpha IFP. He explained the differences between the pensions, how each could be used & the pro’s & con’s of different kinds of pension plans. Following discussion & advice from John I was able to choose what I believed to be the best type of investment to provide my wife & myself with a rainy day fund & retirement income.
Alpha IFP continue to monitor my investments & advise of any changes I may need to make to ensure I get the best possible returns. I would highly recommend their services.
We have been working with John Murphy now for over 5 years. He assisted us when we made our first investment and has continued to help with further investments and the complex assessment and decision making process for the alignment of our pensions to make everything much more manageable. John was diligent in understanding our approach to risk by getting to know us well before making any commitment to investment.
I know that if I have any questions relating to our investments or pensions I only need to call to get an answer straight away.
I would highly recommend John Murphy and Alpha Independent Financial Planning to anyone needing advice in making investments and requiring financial advice.
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Alpha Independent Financial Planning Limited is Registered in England No 5247512 at Alpha Independent Financial Planning Ltd, 1st & 2nd Floor
80 High Street, Yarm
This is the website for Alpha Independent Financial Planning Limited who is Authorised and Regulated by the Financial Conduct Authority No 711124.