Alpha Beta Private Wealth

Community Star

Welcome to the Community Star Spotlight, where we highlight the incredible businesses and individuals that make our office building such a dynamic community. Each occupier brings something unique to the table, and we’re excited to share their stories with you, giving you a glimpse into the people and businesses that make our community so special!

We are thrilled to shine the spotlight on Alpha Beta Private Wealth.

Can you tell us a bit about your firm and what inspired its founding?

We’re a true wealth management firm that provides not only financial planning but also in-house investment management. Part of a larger financial services group, we have a host of quality resources and experts at our disposal, all working under the same firm roof.

With a combined financial planning experience of over 60 years between just the three of us here in Birmingham, it was time to join forces with an established and respected investment management group, putting us in a position to offer affordable boutique wealth management.

What services do you offer, and who are your typical clients?

Holistic wealth management covering retirement planning, estate/trust planning, tax-efficient planning and investment management, all in-house.

Our clients are varied in their demographic: from children whose parents are looking to give then a head-start by way of a Junior ISA through to couples looking for sustainable income to fund their retirement. Group pension schemes members and people looking to mitigate inheritance tax – with virtually everything in between.

What’s the most rewarding part of helping people manage and grow their wealth?

Seeing clients’ money grow, knowing that it offers them independence and security for them and their families.

What’s one piece of financial advice you think everyone should hear?

Plan right now! It’s never too early. As Benjamin Franklin famously said: “If you fail to plan, you are planning to fail”.

What made you choose JQ Modern for your office space location?

Supremely located in a vibrant part of the second city, with excellent transport links and easy parking in close proximity. A well-presented and professionally-run building that provides the facilities that a business needs to thrive. Oh and not forgetting the host of friendly people who run and occupy JQ Modern and make every day a pleasure to work here.

Serviced & Private Offices in Birmingham