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Regulatory Information
Qualification & Protection.
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Background Profile - Lee Stevens

BA Hons International Marketing & Finance
CISI International Certificate in Securities & Investment Management (ICSIM)
MCIS Wealth Management
CSS International Financial Planning


Please find below link for more information on Financial bodies:

Investor protection


Product providers

Client funds and premiums are always and only invested with reputable Life Assurance companies. All companies used are regulated in the jurisdictions where they operate. Alpha Omega Private Wealth only coorperates with financial institutions that reside in the British Isles for savings and investments.

The British Isles are the only offshore jurisdiction which provides a statutory compensation scheme for those who invest through Life Assurance companies. This regulated scheme, set up in 1991, provides up to 90% of an assurer’s liability to a client in the unlikely event it may not be able to meet its financial obligations.

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