[email protected]0131 202 1313

Financial Planning Services

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The right advice & guidance

Everyone’s story is unique and therefore our approach is firstly getting to know you, your immediate and future goals, your values and what you want to achieve. During this process you find out more about Alpha Wealth and our story and our experiences, allowing for a deeper understanding. Only then can we ensure we deliver the right advice and guidance to successfully plan for the future.

Contact Us

We support clients through the various stages of the financial journey

  • Wealth Creation

    Savings, investment and retirement.  Utilising the most tax efficient tools at our disposal.

  • Wealth Management

    Ensuring fund allocation continues to meet your requirements, risk appetite and growth expectations.

  • Wealth Protection

    Safeguarding against the unexpected which can destroy the best financial plan. From an investment perspective, no point in taking more risk than necessary to meet your goals, so protecting wealth against unnecessary risk.  Estate and Generational wealth planning are also critical areas in Wealth protection.

  • Business Owners

    Tax planning, how best to extract your value and income, and getting your money working smarter for you.  How best use income structures for mortgage purposes so that good tax planning doesn’t hinder property goals.  Business exit planning.

  • Senior Management & Business Change Consultancy

    We can work closely with you and your team to go through company restructures/redundancies etc where there could be a significant change to each person’s financial structure.

  • Complex Life Change Circumstances

    Divorce, death of a loved one and medical negligence compensation.  These all have profound effects way beyond financial planning and we offer support before, during and after financial settlement.  Marriage and inheritance are also significant life events which can involve creating a new financial plan.

  • Cashflow & Lifestyle Planning

    Creating a modelled plan that can be visual and adapted to changing goals.  Giving peace of mind and comfort that you are on the right path.

What Our Clients Say

    "I have been an accountant for over 35 years and along the way dealt with countless clients looking to invest funds and purchase property, and I have found normally financial / mortgage advisors seldom work in the best interests of the client and I have had to push the client to in turn push for what they want and what suits them. With Scott at Alpha Wealth it is truly the exception to the norm, no effort is too much, no challenge too great, no detail too small and no sum too large to handle successfully for the client. In fact success in the best interests of the client would appear to be the motto. As I say to all my clients, I use Scott with regards to my own finances over and above all others I have known and could choose and suggest you do the same"

    Ms J Foster

    "I have come through a particularly demanding period of my life in the last Two years, which has led to financial decisions being made that I could not have foreseen having to make. Scott has been with me every step of the way, with the best possible advice as we dealt with each challenge, until we got to a conclusion. Always available, Always listens & thinks the complete situation out prior to advising a particular route. Excellent customer service."

    Mr McCabe

    "Scott has helped me plan long term investments, plan for my children's futures, assist with mortgage referrals, pensions and medical insurance, tax & inheritance planning, If Scott cannot help with a particular aspect personally, he always connects me with someone who can deal with that particular aspect. He has a tremendous network."

    Mr McLarty

    "My husband and I have known and worked with Keith for many years now. Our overarching experience is excellence in every area in which he has given us guidance. What we have unfailingly been provided with is advice that has worked for us; well-considered guidance; explanations that we can understand; patience when we have needed it; instant contact whenever we ask for it; all delivered to us with friendliness and great good humour. We feel very lucky to have Keith in our lives, professionally and personally."

    Mrs MacNeil

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Do you have any questions?

If you are interested in finding out more about becoming a client, please get in touch and we’d be delighted to have a coffee and chat with you.

Contact Info
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