About Alpha Wealth Management Limited

We provide expert and impartial advice from a Chartered Financial Planner optimizing your investment, protection, retirement and estate planning needs.
Alpha Wealth Management Limited offers a full range of financial services to its clients. We help private clients as well as businesses grow, manage and protect their assets, offering them a comprehensive and holistic financial planning service.The business is spearheaded by Marc Ovits who has achieved the gold standard qualification of being a Chartered Financial Planner. One of the distinguishing characteristics of his career to date is that prior to becoming an IFA, he spent 15 years working for several of the world’s leading investment banks, providing investment advice to many of Europe’s leading fund managers. Nowadays he uses his investment ‘know how’ for the benefit of clients which include business owners, senior executives, professionals, city professionals, management, trustees, divorcees and retirees.We build long term relationships with clients founded on trust, outstanding service and expert advice that focuses on their best interests alone.
Pensions & retirement:

  • Pensions & retirement planning

  • Financial planning:
  • Wealth management

  • Investments:
  • Investing for income

  • Insurance & protection:
  • Life insurance
  • Critical illness
  • Income protection insurance

  • Tax & trust planning:
  • Income tax
  • Estate planning
  • Capital gains tax
  • Taxation planning

  • Savings:
  • Lump sum
  • Regular savings
  • Savings for children
  • National savings
  • School fees planning

  • Business:
  • Employee benefits
  • Corporate pension
  • Group pensions
  • Group life insurance
  • Group income protection
  • Group risk
  • Group critical illness
  • Group private medical insurance
  • Group protection
  • Group ISA

  • :
  • Long term care

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