Financial planning, insurance and protection
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Alfa Wealth offers personalised regulated financial advice for individuals at every stage of life. They can assist you with a variety of financial needs, including pensions, savings, and investments. Whether you're seeking advice on personal or workplace pensions or looking for tax-efficient strategies to minimise your tax burden, Alfa Wealth will help you make the best choices for your future.
Alfa Wealth offers life insurance plans that provide a tax-free pay out to your family, with tax-efficient policies written in trust on an individual basis, as well as income protection plans to safeguard your income in the event of sickness.
Relevant life plans
- Pay-out to your family, tax-free
- Tax efficient death in service
- Premium paid as a business expense
- Individual basis
Alfa Wealth are a trading style of Insight Financial Associates Limited who are authorised and regulated by the Financial Conduct Authority (FCA), 458421. The Financial Conduct Authority does not regulate Wills, Trusts or Tax advice. The value of your investments can go down as well as up, so you could get back less than you invested. The guidance and/or advice contained within this website is subject to the UK regulatory regime and is therefore primarily targeted at consumers based in the UK.
A summary of our internal complaints handling procedures for the reasonable and prompt handling of complaints is available on request and if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service at www.financial-ombudsman.org.uk or by contacting them on 0800 0234 56.
