ABOUT ALPHA FINANCIAL ADVICE LTD
Welcome to Alpha Financial Advice Ltd
Alpha Financial Advice Ltd is grounded in over 37 years of experience in the Financial Services Industry and offers retirement planning and wealth management to individual and corporate clients.
Alpha Financial Advice Ltd
Alpha Financial Advice Ltd is a privately owned company based in the centre of Carlisle. Advice offered is completely independent as there is no allegiance or association with any product provider or fund management group. This ensures that recommendations are based solely on client specific needs.
We offer clients the choice of paying by a fee or commission and the initial consultation is free.
The company offers clients more than monetary advice. A continuous high level of customer service which including regular contact ensure that financial advice does not become dated. This core principle of the company enables clients to receive advice that is consistent and in an environment they find professional and approachable.
Alpha Financial Advice Ltd is Registered in England & Wales, Company Number 04243971. Registered Office address: Alpha Financial Advice Ltd, Suite 4 Riverside House, Riverside, Carlisle, Cumbria, CA1 2BS.
Authorised and regulated by the Financial Conduct Authority. Alpha Financial Advice Ltd is entered on the Financial Services Register
KEY FINANCES
Year
2017
Assets
£84.59k
▲ £12.22k (16.89 %)
Cash
£74.84k
▲ £12.22k (19.52 %)
Liabilities
£28.56k
▲ £5.44k (23.53 %)
Net Worth
£56.04k
▼ £-16.33k (-22.57 %)
REGISTRATION INFO
-
Check the company
-
UK
-
Carlisle
- Company name
- ALPHA FINANCIAL ADVICE LTD
- Company number
- 04243971
- Status
-
Active
- Categroy
- Private Limited Company
- Date of Incorporation
-
29 Jun 2001
Age - 23 years
- Home Country
- United Kingdom
CONTACTS
- Website
- alphaadvice.co.uk
- Phones
-
01228 540 866
01228 540 886
08000 234 567
- Registered Address
- STERLING HOUSE,
3 WAVELL DRIVE, ROSEHILL INDUSTRIAL ESTATE,,
CARLISLE,
CUMBRIA,
UNITED KINGDOM,
CA1 2SA
ECONOMIC ACTIVITIES
- 65300
- Pension funding
LAST EVENTS
- 29 Jun 2016
- Annual return made up to 29 June 2016 with full list of shareholders
Statement of capital on 2016-06-29
GBP 100
- 21 Jun 2016
- Total exemption small company accounts made up to 31 March 2016
- 28 Jan 2016
- Registered office address changed from Sterling House Wavell Drive Rosehill Carlisle Cumbria CA1 2SA to Sterling House 3 Wavell Drive, Rosehill Industrial Estate, Carlisle Cumbria CA1 2SA on 28 January 2016
CHARGES
-
4 November 2002
- Status
- Satisfied
on 11 September 2015
- Delivered
- 13 November 2002
-
Persons entitled
- Hsbc Bank PLC
- Description
- Fixed and floating charges over the undertaking and all…
See Also
Last update 2018
ALPHA FINANCIAL ADVICE LTD DIRECTORS
David Lauder
Acting
- Appointed
- 30 June 2001
- Occupation
- Financial Consultant
- Role
- Director
- Age
- 67
- Nationality
- British
- Address
- 5 The Barrel House Caldew Maltings, Bridge Lane, Carlisle, Cumbria, CA2 5SW
- Country Of Residence
- United Kingdom
- Name
- LAUDER, David
Paul Naylor Whalley
Acting
- Appointed
- 04 April 2002
- Occupation
- Director
- Role
- Director
- Age
- 72
- Nationality
- British
- Address
- 27 Hillcrest Avenue, Carlisle, Cumbria, CA1 2QJ
- Country Of Residence
- United Kingdom
- Name
- NAYLOR WHALLEY, Paul
Alan John Stubbs
Resigned
- Appointed
- 30 June 2001
- Resigned
- 01 November 2008
- Role
- Secretary
- Address
- 43 Broad Street, Carlisle, CA1 2AG
- Name
- STUBBS, Alan John
FORM 10 SECRETARIES FD LTD
Resigned
- Appointed
- 29 June 2001
- Resigned
- 04 July 2001
- Role
- Nominee Secretary
- Address
- 39a Leicester Road, Salford, Manchester, Lancashire, M7 4AS
- Name
- FORM 10 SECRETARIES FD LTD
John Edward Ruddick
Resigned
- Appointed
- 15 April 2003
- Resigned
- 24 February 2004
- Occupation
- Adviser
- Role
- Director
- Age
- 76
- Nationality
- British
- Address
- Pow Ghyll Head, Wigton, Cumbria, CA7 8NE
- Name
- RUDDICK, John Edward
FORM 10 DIRECTORS FD LTD
Resigned
- Appointed
- 29 June 2001
- Resigned
- 04 July 2001
- Role
- Nominee Director
- Address
- 39a Leicester Road, Salford, Manchester, Lancashire, M7 4AS
- Name
- FORM 10 DIRECTORS FD LTD
REVIEWS
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Excellent according to the company’s financial health.
