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 business offering an excellent initial and ongoing personal service and has been guiding clients on an extensive range of financial services since 1996. The firm provides comprehensive financial advice service is offered to help with all your short, medium and long-term financial planning requirements. They offer holistic financial guidance on products from the whole of the market. You can also take them for income corporate planning services. The company invests in and utilise the potential provided by the latest technology for gathering information and for effective communications.
SPECIALITY:
Investment Management, Financial Planning, Investment Risk Management, Life Assurance Plans, Due Diligence, Private Medical Insurance, Pension Planning, Retirement Planning, Group Personal Pensions, Self Invested Personal Pension, Enhanced Annuities/Open Market Options, Personal Pensions and 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 was founded to help their clients build and retain wealth. They aim to provide clients with independent financial advice that’s tailored to your needs. The business specialises in wealth management services. They provide clients with independent financial information that’s tailored to your needs. There may come a period when you or your partner needs access to specialist long-term care. They are 5000+ clients, 64 team members and eight years of combined consulting experience.
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:
TWM LTD.
Unit 9, Castle Court 2, Castlegate Way, Dudley DY1 4RH Directions
Since 2010
Here’s The Deal:
"TWM Ltd is a firm of financial consultants based in the West Midlands, and they provide advice to both individuals and companies on many aspects of financial planning, through a long term approach of fully understanding their clients' needs. The business provides information and helps following a personal/business financial review which can take place at a convenient time and place. The company is helping you meet your requirement to generate income, growth or a combination of both. Their clients benefit from their being able to offer advice on the broadest range of products and services. Get a free consultation.
SPECIALITY:
Business Financial Planning and Protection, Flexible Benefits, Pensions, Group Income Protection, Group Critical Illness Cover, Group Private Medical Insurance, Investment and Savings Advice, Family Protection, Pension Lump Sum Investment/Portfolio, Retirement, Tax, Trust & Estate Planning
Registration 7455290