Alfa Wealth

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.

Book a free consultation with a financial advisor.

We require 30 days notice of termination | Cancel anytime

Compatible with Xero, FreeAgent and QuickBooks

Financial Planning

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.

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.