Financial planning,
insurance, and protection

Book a free consultation

Book a free consultation with a Financial Advisor at Alfa Wealth to get started.

Book free consultation

Achieve your financial goals through holistic financial planning

Achieve your financial goals
through holistic financial planning

Alfa Wealth specialise in working with limited company owners, directors and shareholders, offering tailored, holistic financial planning that aligns your business success with personal wealth goals.

From tax-efficient profit extraction and corporate investment strategies to retirement planning and legacy protection, Alfa Wealth can help you maximise the opportunities available through your company structure. All advice is independent, strategic, and centred around helping you build lasting financial security - both inside and outside your business.  

How can Alfa Wealth help?

  • Pensions, savings and investments: From Auto-Enrolment and Small Group Pension Schemes to SIPPs and SSASs, Alfa Wealth will help you choose the right option. 
  • Business protection: Develop exit strategies, safeguard your business, and host financial workshops to keep your team informed. 
  • Employee benefits: Run financial education workshops within your teams covering budgeting, savings, and investments. Plus, access benefits like Group Life, Income Protection, Critical Illness Policies, and Private Medical Insurance.

Alfa Wealth specialise in working with limited company owners, directors and shareholders, offering tailored, holistic financial planning that aligns your business success with personal wealth goals.

From tax-efficient profit extraction and corporate investment strategies to retirement planning and legacy protection, Alfa Wealth can help you maximise the opportunities available through your company structure. All advice is independent, strategic, and centred around helping you build lasting financial security - both inside and outside your business.  

Ready to get started?

Book a free consultation
with a financial advisor

Book now

Ready to get started?

Book a free consultation
with a financial advisor

Book now

Achieve your financial goals through holistic financial planning

Alfa Wealth specialise in working with limited company owners, directors and shareholders, offering tailored, holistic financial planning that aligns your business success with personal wealth goals.

From tax-efficient profit extraction and corporate investment strategies to retirement planning and legacy protection, Alfa Wealth can help you maximise the opportunities available through your company structure. All advice is independent, strategic, and centred around helping you build lasting financial security - both inside and outside your business.  

Financial planning

Book a free consultation

Pensions, savings and investments

From Auto-Enrolment and Small Group Pension Schemes to SIPPs and SSASs, Alfa Wealth will help you choose the right option. 

Business protection

Develop exit strategies, safeguard your business, and host financial workshops to keep your team informed.

Employee benefits

Run financial education workshops within your teams covering budgeting, savings, and investments. Plus, access benefits like Group Life, Income Protection, Critical Illness Policies, and Private Medical Insurance.
Book a free consultation

Income protection
and life insurance

Relevant
life plans

  • Pay-out to your family, tax-free
  • Tax efficient death in service
  • Premium paid as a business expense
  • Individual basis

Executive income protection plans

  • Tax efficient sick pay
  • Maintain 80% of your salary and dividends during sickness (rather than relying on statutory sick pay at £116.75 p/week)
  • Premiums paid as a business expense

Income protection and life insurance

Relevant life plans

  • Pay-out to your family, tax-free
  • Tax efficient death in service
  • Premium paid as a business expense
  • Individual basis

Executive income protection plans

  • Tax efficient sick pay
  • Maintain 80% of your usual salary and dividends during sickness (rather than relying on statutory sick pay at £116.75 per week)
  • Premiums paid as a business expense

The small print
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.