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 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).
Mortgage and insurance consultant
Vanessa joined Alpha independent Financial Planning Ltd as an appointed representative for JVR Financial Services in November 2017. Previously Vanessa worked for Abbey National and Santander gaining an array of knowledge in mortgages and insurance. After having a career break from the financial services sector Vanessa decided to refresh her knowledge and form JVR Financial services with her partner Ruth Dawson.
Vanessa is highly committed to delivery an excellent level of customer service, by doing this retaining and gaining a high level of customer recommendations. Having a real passion to help her customers with her expert knowledge around purchases, re-mortgaging, along with clients having BTL portfolios and all insurance needs. Being an independent mortgage adviser Vanessa is able to whole of market products to suit every client’s needs.
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 Business Central, 2 Union Square, Central Park, Darlington
This is the website for Alpha Independent Financial Planning Limited who is Authorised and Regulated by the Financial Conduct Authority No 711124.