Welcome to Alpha Financial Advice Ltd

Alpha Financial Advice Ltd is grounded in over 37 years of experience in the Financial Services Industry and offers retirement planning and wealth management to individual and corporate clients.

Alpha Financial Advice Ltd

Alpha Financial Advice Ltd is a privately owned company based in the centre of Carlisle. Advice offered is completely independent as there is no allegiance or association with any product provider or fund management group. This ensures that recommendations are based solely on client specific needs.

We offer clients the choice of paying by a fee or commission and the initial consultation is free.

Personal Commitment

The company offers clients more than monetary advice. A continuous high level of customer service which including regular contact ensure that financial advice does not become dated. This core principle of the company enables clients to receive advice that is consistent and in an environment they find professional and approachable.

Meet the Team

Dave Lauder

Dave has been in Financial Services for 23 years the last 16 as an Independent Financial Adviser. Previous to this he was in Home Services for a major life office.

Email: dave@alphaadvice.co.uk

 

Paul Naylor-Whalley

Paul has been in Financial Services for 33 years the last 16 as an independent financial adviser. Previous to this he was employed in home services for a major life office.

Email: pnw@alphaadvice.co.uk

Contact Us:

Tel: 01228 540886   Email: mail@alphaadvice

Alpha Financial Advice Ltd, Suite 4 Riverside House, Riverside, Carlisle, Cumbria, CA1 2BS