Business Details
15 Years
experience
Your Trusted Financial Advisers in Ipswich
Alpha Omega Independent Financial Advisers has established itself as a trusted provider of comprehensive financial solutions, serving clients across Suffolk and beyond. With over three decades of combined experience, our team of qualified professionals specialises in delivering tailored financial planning services that address individual needs and aspirations. We prioritise face-to-face consultations in clients' homes or local offices, ensuring a comfortable environment for discussing complex financial matters. Our holistic approach considers all aspects of personal finance, including retirement planning, wealth management, and mortgage solutions.As an appointed representative of Quilter Wealth Ltd and Quilter Mortgage Planning Ltd, we maintain rigorous regulatory standards while offering independent, whole-of-market advice. Our commitment to ongoing client relationships ensures that financial strategies evolve alongside changing circumstances, with a particular focus on tax efficiency, inheritance planning, and long-term investment growth. The business has grown through client referrals, reflecting our dedication to transparent communication, ethical practices, and measurable outcomes that align with clients' financial objectives.
Services
Wealth Management
Retirement Solutions
Protection Solutions
Mortgage Solutions
Financial Planning
Details
- Year established: 2011
Highlights and features
- We offer over 30 years of combined experience in financial services
- Bespoke personal advice tailored to individual needs
- Free initial consultation to assess your requirements
- Experienced team with DipFA qualifications
- Flexible approach adapting to changing client needs
Associations and certifications
- Financial Conduct Authority (FCA)
Services
Wealth Management
Our wealth management service creates tailored strategies for growing and preserving assets through lump sum investments, income generation, and tax-efficient solutions. We specialise in offshore investments, ISAs, and ethically focused portfolios while providing ongoing adjustments to match evolving financial circumstances. Our approach combines market expertise with personal understanding of clients' long-term financial goals.
Retirement Solutions
We deliver comprehensive retirement planning covering personal pension schemes, company schemes, and income drawdown options. Our service includes tax-free lump sum management, in-retirement income strategies, and pension transfer solutions. We maintain continuous engagement to ensure retirement plans adapt to regulatory changes and personal circumstances while prioritising sustainable income generation.
Protection Solutions
Our protection solutions encompass life cover, serious illness cover, income protection, and mortgage protection tailored to individual needs. We offer fixed-term and whole-of-life policies, private medical insurance, and key man cover for businesses. Our approach ensures appropriate safeguards against financial risks while maintaining flexibility to adjust coverage as life circumstances change.
Mortgage Solutions
We provide whole-of-market mortgage advice covering new purchases, remortgaging, buy-to-let, and lifetime mortgages. Our service includes assessing affordability, comparing lenders, and explaining tax implications. We specialise in helping first-time buyers, property investors, and those seeking equity release while ensuring clients understand potential risks like repossession.
Tax Planning
Our tax planning service focuses on inheritance tax mitigation, trust planning, and tax-efficient investment strategies. While operating outside FCA regulation for these specific services, we provide expert guidance on current tax rules and estate planning techniques to help clients preserve wealth for future generations through legitimate tax reduction methods.
People
Esus Tella
Financial Adviser
With 31 years' experience in financial services, including 4 years as independent adviser, Esus holds DipFA qualifications and specialises in whole-of-market financial planning. He focuses on savings, investments, and mortgages while maintaining deep local community involvement through Ipswich Town FC and charitable activities.
Tony Ianneli
Financial Adviser
Tony brings 29 years' industry experience, including 4 years as independent adviser, with DipFA qualifications and specialist expertise in lifetime mortgages. He combines financial planning with active community engagement as former school governor and regular contributor to local initiatives through his advisory practice.
Questions
What financial services do you specialise in?
We specialise in wealth management, retirement planning, protection solutions, mortgage advice, and tax-efficient financial strategies tailored to individual needs.
Are you regulated by the Financial Conduct Authority?
Yes, we operate as an appointed representative of Quilter Wealth Ltd and Quilter Mortgage Planning Ltd, both FCA-authorised and regulated.
Do you offer home visits for consultations?
Yes, we provide face-to-face meetings in clients' homes or local offices for convenient and comfortable financial discussions.
What qualifications do your advisers hold?
Our advisers hold DipFA qualifications, the industry standard for independent financial advisers since 2012, with combined experience exceeding 60 years.
How are your services charged?
We charge through fees, commissions, or a combination, with transparent pricing agreed in advance during your free initial consultation.
Can you help with inheritance tax planning?
Yes, we offer tailored inheritance tax planning solutions, though please note this service falls outside FCA regulation.
