Sorry. You need to upgrade your browser

You are using Internet Explorer 8

This is considered an out of date browser. This website has been developed with modern browsers in mind to allow it to display at its best in a wide variety of viewing situations - including mobile viewing. But we haven't supported older browsers like IE8. Please upgrade to the latest version of Internet Explorer - or try Mozilla Firefox or Google Chrome. Both are excellent browsers.

Thank you.

Chartered Financial Planners

Chartered Financial Planners - Independent

Tel: 01332 416585

Chartered Financial Planners

Chartered Financial Planners - Independent

Tel: 01332 416585

About Us

At Alpha IFS we recognise that everyone is individual with different needs and goals.  We believe that you need choice in the type of advice you receive. We can offer a choice of solutions from the whole of the market.

We firmly believe in engaging with our clients so that they not only understand and are comfortable with the plans we set up, but can get involved in the financial planning process. We always do everything we can to ensure our advice is straightforward and explained in a way that you can easily understand it.

Our clients see us as the first port of call whenever they have any queries around their financial planning needs.

Pete Cassar, APFS  - Chartered Financial Planner

Pete advises private and corporate clients, specialising in Financial Planning and Wealth Management. He holds the prestigious Chartered status via examination of the Chartered Insurance Institute. Very much a holistic planner he assesses how advice in one area of financial planning impacts on other areas. In addition he does the research for our Investment Committee. Pete began his financial services career in 1979, when he left school and went into Banking. He is qualified as a stockbroker and has been in financial services since 1978.

Pete currently has clients within the Lincoln, Sheffield, Nottingham and Derby areas.

Pete has been working with clients for many years, you can see their feedback and more about Pete's professional credentials on LinkedIn.

Pete Cessar Vouched For 

Ginny Kooner DipPFS – Chartered Financial Planner

Ginny advises private and corporate clients, specialising in Financial Planning and Wealth Management. She holds the prestigious Chartered status via examination of the Chartered Insurance Institute.  Ginny also holds the Pension Transfer qualification specified by the FCA to deal with Defined Benefit Transfers.

Ginny is also able to offer life-styling advice to her clients.

Ginny was born in Wolverhampton and educated in Wolverhampton and Northampton. Ginny now lives in Derby with her husband and two children.  After graduating with a 2.1 in Law Ginny began her training in Financial Services. 

Ginny began her financial services career in 2000 and has been a financial adviser since 2000.

Ginny currently has clients within Nottingham, Derby and Burton Upon Trent.

What our customers say

Quote

Ginny is an honest and knowledgable planner. Completes a full financial review based on individual circumstances and needs. Great service and advice provided and I have recommended her services to family and friends.

Quote

Pam, Derbyshire