ALPHA FINANCIAL SERVICES
No. 9 Tipton Street, Alpha House, Sedgley, Dudley DY3 1HE Directions
Since 1996
Here’s The Deal:
Alpha Financial Services is a family-run financial firm offering an excellent initial and ongoing personal service in Dudley. They have been advising clients on an extensive range of financial services since 1996. The firm provides comprehensive financial advice and helps to plan all your short, medium and long-term financial planning requirements. They pride themselves on their dedication to clients, and it is their attention to detail that sets them apart from their competitors. They offer holistic financial guidance on products from the whole of the market. Alpha Financial Services serves throughout the Dudley, including the Black Country area of The West Midlands.
SPECIALITY:
Financial, Pension and Retirement Planning, Investment Risk Management, Life Assurance Plans, Due Diligence, Private Medical Insurance, Group Personal Pensions, Self Invested Personal Pension, Enhanced Annuities/Open Market Options, Guaranteed Income Solutions & Children's Plans
Registration 3449757
TBR® Inspection Report:
PROSPERITY WEALTH LIMITED
2nd Floor, Quay House, Waterfront Way, Brierley Hill, Dudley DY5 1XD Directions
Since 1995
Here’s The Deal:
Prosperity Wealth Limited is an independent financial advisory firm based in Brierley Hill that guides clients towards a brighter financial future. The firm has proven successes in the private and commercial sectors, with some client relationships spanning two decades. They offer financial services with over 200 years of combined experience. Their dedicated investment committee regularly evaluates financial markets and continually evaluating your investments and their likely return on your investment. The team of advisers are specialising in providing pension, investments, protection, commercial finance and residential mortgages. They aim to provide clients with independent financial advice that’s tailored to your needs. Also, they offer a free consultation with one of their impartial, independent financial advisers.
SPECIALITY:
Investment Management, Equity Release, Financial Protection, Retirement Planning, Investment Bonds, Individual Savings Account, Enterprise Investment Scheme, Shareholder Protection, Financial Planning, Key Person Cover, Relevant Life Cover, Workplace Pensions, Investment Funds, Long-Term Care Planning, Inheritance Tax Planning & Mortgages
Registration 07328064
TBR® Inspection Report:
EMBRACE FINANCIAL SERVICES
215 High Street, Dudley DY1 1PB Directions
Since 2018
Here’s The Deal:
'Embrace Financial Services' is one of the known Embrace Financial Services offices across the UK that offers the most suitable mortgage and protection products. Simon Howell is the independent financial planner at Embrace Financial Services. He has been working in financial services for over 24 years. He had worked with a high street building society for 18 years and joined Embrace Financial Services in 2018. He has experience in helping customers purchase their biggest financial commitment, from initial contact, right through to obtaining the keys to their new homes. Simon also continues to help new and existing customers with their remortgage needs.
SPECIALITY:
Life Insurance, Critical Illness Cover, Family Income Benefit, Income and Tenant Protection, Buildings and Contents, Help to Buy, Buy to Let, Buying a New Home, Remortgage & First Time Buyer Guide
Registration 06447316