About us

As Independent Financial Advisers (IFA’S), we are able to advise on products available from all financial product suppliers. This means that we are able to give you impartial advice and recommend the most appropriate products for you. We use advanced computer software to research the most appropriate products for you and then use our experience and expertise to further refine the advice.

IFA’s are regulated by The Financial Conduct Authority (FCA), and are required by law to maintain a high professional standard at all times so you can be confident of our professional ability.

At Alpha Independent Financial Planning, we aim to build long standing relationships with our clients by offering professional, independent advice.

John Murphy DipFA, CeMAP

Director/Financial Consultant

John joined the financial industry in March 1993 as a Financial Adviser for General Portfolio, and then joined Prudential as a Financial Consultant for 5 years, until leaving this position to become an area manager for Pearl Assurance for 4 and a half years, and then for a large Independent Financial company as an Independent Financial Adviser.

Since then, he has continued to work within the Financial Services profession and in this period he has gained valuable experience and qualifications, including the Diploma for Financial Adviser (DipFA),Financial Planning Certificate 1,2 and 3 (FPC)and Certificate in Mortgage Advice and Practice Examination (CeMAP).

Tony Insall

Tony started working in financial services 5 years ago in 2016. First as a protection adviser and then as a business protection specialist. He went onto form Infinity Finance Group in 2018 which has grown from strength to strength over this time. Infinity Finance Group purchased Alpha Independent Financial Planning in 2020.
 
Tony is married with 2 children and lives in Yarm. He is a proud Teessider who supports Middlesbrough FC. He has a successful sporting background with football and cricket his 2 main sports. Although he has taken to enjoying watching Darlington Mowden Park Rugby Club.

Gavin Dixon

Gavin has worked for Prudential, NPI and AEGON, as a broker consultant since leaving University with a Financial Services Degree in 1995. He then became an Independent Financial Adviser in 2011 and specialises in Retirement Planning, Group Pension’s, Investments and Protection.
 
Gavin is married and when not running around looking after his 7 year old son he enjoys playing Running, playing Hockey and golf(Badly!).

Arwyn James

Arwyn joined the world of financial services with Norwich Union back in1988, having left full time education. Arwyn has covered a number of roles over the years including trainee consultant, mortgage desk manager, broker consultant, paraplanner & finally independent financial adviser.
 
As an independent financial consultant, Arwyn has focused & specialised on bespoke financial planning for individuals, families & the corporate market. Arwyn has offered expertise across a range of sectors including pensions, investment, protection & estate planning to name but a few.
 
Arwyn has been married for more than 25 years, with his daughter, Bethan, soon to be leaving for university to study sports science. Arwyn considers himself a sportsman having played both rugby & hockey to a decent standard in his younger years.
 
Masters hockey has allowed Arwyn to continue his hockey playing career in later life. Arwyn has represented club, county, region over time & currently plays for Wales in various tournaments across Europe.

Gary Franklin

Garys financial services career began in August 1993 with Refuge Assurance as local agent in Seaham, he then joined Prudential in 1995 as a financial consultant. In November1998 Gary became a mortgage adviser at Keith pattisons estate agency and later moved to Andrew Craig Estate agents where he was initially a mortgage adviser and later became a sales manager with a team of mortgage advisers covering the North East Region.

Gary left Andrew Craig to set up his own mortgage broker business A1 mortgage Services Ltd and later opened branches in Seaham Houghton le spring and Barnard Castle and also a Mortgage packaging company Kingfisher Mortgages. Gary then became a compliance and complaint manager contractor working with Lloyd’s Banking group, Santander, Fidelity, and HSBC before joining Infinity in early 2021 as a mortgage and protection specialist.

Alpha Independent Financial Planning Limited is Registered in England No 5247512 at Alpha Independent Financial Planning Ltd, 1st & 2nd Floor, 80 High Street, Yarm
TS15 9AP

This is the website for Alpha Independent Financial Planning Limited who is Authorised and Regulated by the Financial Conduct Authority No 711124.