Alpha
Partnership
Independent Financial Advisers
About Us
About Us
Alpha Partnership Independent Financial Advisers Limited has an established reputation as specialists in providing highly personalised and comprehensive financial advice and an ongoing service to private and business clients in and around the Midlands from our office in Knowle. The company was set up in 2006 by Managing Director Shaun Gaffney, who has been in the Insurance and Financial Services industry for 35 years, and has been advising clients since 1995. He was joined by Andrew Moulder, as a Partner, in 2012. Andrew has a similar wealth of experience in the Financial Services industry and has advised clients since 1993.
Our core service proposition for clients is Discovery, Advice, Implementation and Ongoing Review. This is highly personalised, and focuses on clients' individual needs and aspirations; we look to find solutions to protecting, growing and preserving their wealth, with a careful eye on wealth preservation and not just wealth accumulation.
Clients come to us on the recommendation of other satisfied clients and a range of professional advisers, and stay with us because we deliver on our promises. They value and appreciate advice that comes from a long term relationship provided face to face either in our offices, at their home or place of work, at a time convenient to them.
As Independent Financial Advisers, we do not have our own range of products; rather we are able to choose the most suitable products and services for each client from the full range or providers. Regarding Investment Planning, we are not stockbrokers and as such, our approach is generally to recommend funds (including OEICs/Unit Trusts, ETFs etc) which are normally actively managed.