Here at Allotts we understand that busy lives and a shortage of free time often means that we don’t give personal financial planning the priority it deserves. We believe sound advice and good forward planning are essential to help you make the most of your money. Our Independent Financial Services Division’s sole aim is to advise you on how best to protect your wealth and your future in the knowledge that you are receiving expert impartial advice. We are happy to work either on the basis of a pre-agreed fee or on the more traditional commission basis. The first consultation is always free.
Our financial advisers can offer independent advice on all areas of financial planning including:
- Confidential financial assessment
- In depth discussion of objectives
- Review of existing policies
- Pension planning
- Tax efficient savings and investments
- Income protection
- Wealth protection
- Employee benefits
- Mortgages
If you would like to find out more or book an initial free consultation, please contact Tom Shenton or Sharon Lound on 01709 828400.
Click here to find out more about the financial services team.
We are authorised and regulated by the Financial Services Authority.
The Financial Services Authority does not regulate taxation and trust advice.
We are entered on the FSA Register No. 100129 at www.fsa.gov.uk/register
VAT No. 172329565
The guidance and/or advice contained within the website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK.
www.moneymadeclear.fsa.gov.uk/home.html
Require further information?
Call Doncaster 01302 349218 or Rotherham 01709 828400
