Financial Planning
Financial planning can be complex, but here at Alpha House we aim to put you in control, giving you clarity and guidance on how your money can work for you.
We provide clients with jargon-free communication about their affairs and relevant financial developments.
We specialise in providing advice in three main areas.
Entrepreneurs and Professionals
Preparing for retirement
Retirees
How can we help you?
Its more than just about making money, its about understanding what you want and creating a plan to help you achieve it.
Good financial planning
Good financial planning gives you the confidence to live the life that you want, while providing the security of knowing whether your goals and aspirations are achievable. Part of our role at Alpha House is to take away the worries of your finances so you can spend time thinking about and doing the things you enjoy.
Cashflow modelling
We use cashflow modelling to help bring to life what the future might look like. We believe this is a useful tool to understand where you are now and visualise where you can be. With our ongoing service, we review your progress and discuss whether any changes need to be implemented.
The value of your investments can go down as well as up and you may not get back the full amount you invested. Past performance is not a reliable indicator of future performance.
Tax treatment is dependent upon individual circumstances and may be subject to change in the future
