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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 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.
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.
In our situation we were finding it very difficult to get help and information from our pension provider. After our first meeting with Pete, within about 2 weeks he had acquired all the information we had requested, then discussed all options available to us, explaining anything we were unsure of.
Personal Pension Client