Alpha Omega Financial Services Ltd Reviews 10

TrustScore 4.5 out of 5

4.4

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Company details

  1. Financial advisor

Written by the company

Welcome to Alpha-Omega Financial Services Serving Harwich, Ipswich and surrounding areas. Financial Adviser's able to provide a bespoke personal advice service in all areas of financial planning. Financial check-ups, Retirement planning, Wealth and tax management, Savings and investments, Protection and insurance, Mortgages, Equity release, *Equity Release will reduce the value of your estate and can affect your eligibility for means tested benefits Besides providing advice on leading edge investment and insurance solutions, our clients tell us that we add value to them at a planning meeting by: Using their existing provisions first before considering starting a new plan. Checking how any personal changes in income or capital wealth may impact their current provisions or tax situation. Explaining in simple terms how the UK Government Budget announcements impact them by way of welfare or income, capital or inheritance tax changes. Reminding them so that they don’t miss out on valuable allowances (such as ISAs), that once they are gone, are gone forever. Making sure they don’t miss out on getting money back that might be owed, such as tax relief on pension and retirement planning. Rebalancing their assets so they’re always comfortable with the risk they take when investing, whilst ensuring they don’t miss out on potentially better returns. Ensuring they don’t miss out on getting a better return than they should for the level of risk they take. Reassuring them they are not taking unnecessary risk with their investments. Placing their assets in the right name, ownership and tax shelter, so that they legally and ethically ensure they don’t pay too much tax when they want to spend them or pass them on. Delivering real value for money Alpha-Omega Financial Services customers benefit from Quilter Financial Planning’s buying power, which it uses to drive down the costs of its chosen providers. This means you get value for money. Quilter Financial Planning also negotiates exclusive products and features that you will not find anywhere else.


Contact info

4.4

Excellent

TrustScore 4.5 out of 5

10 reviews

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Rated 5 out of 5 stars

I’ve been a client of Alpha Omega…

I’ve been a client of Alpha Omega Financial Services for several years now and I have nothing but good things to say about them.
Particularly Esus and Phill who have helped and guided me through all things financial.
Thank you!

18 November 2025
Unprompted review
Alpha Omega Financial Services Ltd logo

Reply from Alpha Omega Financial Services Ltd

Thank you for your review, really glad our meetings prove of value and that your Financial journey is underway, look forward to our next review meeting, Regards Phill

Rated 5 out of 5 stars

I highly recommend Alph Omega Financial…

I highly recommend Alph Omega Financial services Ltd. If you need financial help and advice Phill Wrigley is the one to help.
I was recommend to them by a family member who has used them for many years.
I needed help with financial planning for my future / retirement and didn't really know where to start.
Phil listened /gave me advice / helped me to put a plan in action
His approach was very professional answered all my questions and I went away happy knowing I had got good advice and a plan for my financial future. A weight lifted and very happy.

14 August 2025
Unprompted review
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Reply from Alpha Omega Financial Services Ltd

Thank you for taking the time to leave us a review, we appreciate the feedback and that we have played a part in your financial future. Regards Phill

Rated 5 out of 5 stars

Loyalty and Longevity is Key

I have been with Esus (Alpha Omega) for around 25 years. He and the team have always worked to maintain the best possible investment strategy for me. Even during my bad years, Esus and the Team were always there for me. Continuously helping me to modified my investment to reflect the reality of my finanical situation. Maximising my available capital to invest in my good years and reducing it in my bad years. He showed me how being flexible while still continuous investing could still achieve the results I wanted. Thus allowing me the financial freedom I wanted. He tirelessly worked to keep my portfolio in the in the best possible position to meet my expectation.

Esus has shown again and again his loyalty and that he has my best interest at heart. He is always available when I needed him to discuss my affairs and meet up at the most convenient time and place to suit my needs not his.

The proof is in the results. I am now able to do what I want, when I want, without having to worry about anything. I look forward to the next 25 years with him and the team.

6 July 2025
Unprompted review
Rated 5 out of 5 stars

Looking forward to our comfortable retirement!

Esus and Tony were recommended to us by our previous financial advisor who was retiring, approximately ten years ago. He had done a great job so we were a little nervous about the change. We needn’t have worried; this company is a safe pair of hands and thanks to their excellent management of our portfolio, we are now approaching a comfortable, early retirement. We have had regular reviews over the years and Esus is always so approachable and helpful, ensuring that our best interests are being served. We can confidently recommend the team at Alpha Omega for your pension planning and all financial advice; it’s not just about pensions!

15 May 2025
Unprompted review
Alpha Omega Financial Services Ltd logo

Reply from Alpha Omega Financial Services Ltd

Thank you so much for your kind words and for trusting Alpha-Omega with your financial planning over the years. We’re delighted to hear that I provided clear and confident advice, making the process straightforward for you. Ensuring our clients feel secure and well-informed is always our priority!

Your recommendation means a lot to us, and we truly appreciate your continued trust. If you ever have any more questions or need further guidance, we’re always here to help.

Best wishes,
Esus

Rated 5 out of 5 stars

Excellent service

We wanted advice from our IFA with regard to our existing financial interests. Particularly inheritance tax and our annual pensions review after the latest government budget. We trust Alpha-Omega implicitly as they have been dealing with our financial affairs for many years.
Our advisor, Tony Iannelli, answered all our questions, explained our options, and acted upon our instructions quickly and efficiently. He always offers sound advice, in a friendly manner, and instils confidence in us.
We found the whole process straightforward and felt our needs had been met. We would recommend Alpha-Omega to anybody wishing for advice on pensions and investments.

9 January 2025
Unprompted review
Alpha Omega Financial Services Ltd logo

Reply from Alpha Omega Financial Services Ltd

Thank you so much for your kind words and for trusting Alpha-Omega with your financial planning over the years. We’re delighted to hear that I provided clear and confident advice, making the process straightforward for you. Ensuring our clients feel secure and well-informed is always our priority!

Your recommendation means a lot to us, and we truly appreciate your continued trust. If you ever have any more questions or need further guidance, we’re always here to help.

Best wishes,
Tony

Rated 5 out of 5 stars

They are very professional

They are very professional, knowledgeable and helpful. Have recommended them to friends and they have been very pleased with the service they received. Helped us with Mortgage, pensions and investments wouldn't go any where else for money matters.

2 October 2024
Unprompted review
Rated 5 out of 5 stars

Esus came highly recommended by friends…

Esus came highly recommended by friends when we needed help with pensions and financial planning. He is always friendly, professional and ready to answer any questions we have clearly and with no pressure. We feel secure in the knowledge that our finances are in safe hands.

31 October 2024
Unprompted review
Alpha Omega Financial Services Ltd logo

Reply from Alpha Omega Financial Services Ltd

Thank you for your wonderful feedback! We’re so pleased to hear that I was able to support you with your pensions and financial planning. Providing clear, pressure-free advice and ensuring our clients feel secure is always our goal, so it’s great to know you’ve had such a positive experience.

We truly appreciate your trust and your recommendation. If you ever need any further advice, we’re always here to help!

Regards,
Esus

Rated 5 out of 5 stars

Impeccable Service & Financial Advice

We were looking for advice on pensions and with changing our mortgage from an endowment to a repayment mortgage At the time our financial advisor mainly arranged our car & other insurance policies, but we were introduced to Esus from Alpha-Omega more than 20 years ago. We had a joint meeting where we met Esus who was friendly, professional, extremely knowledgeable and came highly recommended. As time changed, Esus became more and more involved with supporting our financial affairs mainly supporting our mortgage firstly to one that suited our means and needs and then with pension and investment advice. At first, we were naturally apprehensive about getting so know someone else and to share our financial status with someone at the time who was a stranger to us, however on reflection we didn’t need to worry. Esus took the time to get to know us and our family, we felt comfortable to be able to express what our needs were. Esus made face to face appointments at our home and at times which worked for us. Esus provided information and explanations which enabled us to make informed decisions on products which would be key for us in the future. We can honestly say we have received impeccable service from Alpha-Omega to this date and we wouldn’t consider going anywhere else for such professional service and advice. With the vast knowledge of the financial industry, I would recommend anyone who needs any financial advice and peace of mind to give them a call, you certainly will not be disappointed.

21 October 2024
Unprompted review
Rated 5 out of 5 stars

Pension Amalgamation

I needed advice and assistance regarding my Pensions but didn’t know where to turn or who to trust. I had a number of Pensions with different providers and wanted to amalgamate them into one pot.
A friend referred me to a member of Alpha-Omega which totally put my mind at rest.
The advice and assistance I got from my Advisor was professional, easy to understand and met my needs perfectly.
All this was done within a few months and I was kept informed every step of the way.
I would definitely recommend Alpha-Omega.

30 September 2024
Unprompted review
Alpha Omega Financial Services Ltd logo

Reply from Alpha Omega Financial Services Ltd

Thank you so much for your kind words! I’m thrilled to hear that you felt supported and well-informed throughout the process of consolidating your pensions. It’s our goal at Alpha-Omega to make financial decisions as straightforward as possible, and I’m glad we could meet your needs effectively. Your recommendation means a lot to us—thank you for trusting us with your financial journey!

Kind Regards
Phill Wrigley DipFA

Rated 5 out of 5 stars

Tried and trusted

I was introduced to Mr Tella and Mr Ianelli by my previous financial adviser who was retiring. They were both known to my previous adviser and trusted.
After a very friendly meeting I decided that they had the product I needed and signed up for them to be my advisors in future. I have never regretted this decision. The service is friendly efficient and and profitable and I would recommend their company to anyone wishing to have financial advice with peace of mind. Ten years since our first meeting I am still receiving their excellent service and help with my financial affairs.

10 August 2023
Unprompted review

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