Alpha Omega Financial Services Ltd Reviews 10

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!

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.

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.

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!

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.

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.

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.

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.

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.

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.