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.
The basic investment choice is between the following asset classes:
These are the building blocks of investment portfolios. Your risk profile – how much risk you can and should be prepared to take on – will help determine the appropriate mix of these basic components in your portfolio, usually called the asset allocation.
At Alpha IFS we have a comprehensive investment planning process in place.
The directors Pete Cassar and Ginny Kooner are both members of the Chartered Insurance Institute. They have worked together since 2004. Both are highly qualified, both are Chartered Financial Planners and Ginny also holds the Pension Transfer qualification specified by the FCA to deal with Defined Benefit Transfers.
Ginny is very easy to contact and always responds very promptly - she can explain complex financial issues very clearly and her advice has been very valuable in helping me decide how to take my pension fund – very important as options for funds are changing daily.