Text Only

Services >

Financial Services


Busy lives and a shortage of free time often mean that we don’t give personal financial planning the priority it deserves. Sound advice and good planning are essential to help you make the most of your money. Our independent financial services division’s sole responsibility is to advise you on your money so you can feel confident that you are receiving impartial advice. We are happy to work for a fee or on the traditional commission basis. The first consultation is 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 like the sound of what we offer and would like to find out more or book an initial free consultation, please contact Tom Shenton or Sharon Lound on 01709 828400.

If you are specifically interested in mortgages please contact Gary Hayward on 01302 349218.

Click here to find out more about the financial services team.

Authorised and regulated by the Financial Services Authority for investment business. FSA number: 100129

Search>>>
| Site Map | Disclaimer | Help | © Allotts Chartered Accountants. All Rights Reserved