About Us

About Alpha Wealth Management Limited

Alpha Wealth Management Limited (AWM) is a successful boutique financial advisory business which is directly authorised and regulated by the Financial Conduct Authority (Reference Number 747216). Established and led by Marc Ovits, the business has undergone significant growth acquiring an enviable reputation for consistently providing ‘best advice’ to all its clients. Consequently, several other professional firms (mainly accountants and solicitors) have sought to work very closely with AWM to ensure clients have an optimal ‘team’ of advisers behind them.

AWM provides independent financial advice. We do not have ties to any third-party providers and we can access all products and solutions.

Individuals and families, businesses, charities, and trusts make up our client base. Typical clients include business owners, senior executives, professionals, city professionals, management, trustees, divorcees and retirees. Many clients ask us to provide them with holistic financial advice, but we can also provide focussed advice to clients in the following areas:

Individuals, Families and Trustees Corporates and Charities
  • Wealth Management
  • Investment Planning
  • Investment Planning
  • Business Succession and Business Exit Planning
  • Retirement Planning
  • Business Protection
  • Estate Planning
  • Corporate Pensions
  • Protection Planning
  • Employee Benefits
  • Tax Mitigation
  • General Insurance
  • Long-Term Care Planning
  • Cash Management Solutions
  • Cash Management Solutions
  • Profit Extraction Strategies
  • Want to know more?

    Call us for a friendly chat on 0208 2036920 or email: info@alphawm.co.uk