Our aim at Allied Financial Services is to help you realise your goals and ambitions in life. Whether that’s saving for a deposit on a house, putting your children through university or planning for retirement, we’re here to help.
We provide a range of financial services to people of all ages in the North West and around the UK. It’s a common myth that you have to be over 50 to consult a financial adviser, our clients range from young entrepreneurs to retired professionals.
With a variety of financial services to choose from, we tailor our advice to your personal circumstances. Taking time to get to know you and understand your goals is our top priority. We’ll remove the stress and worry and guide you towards sensible decisions that you can be confident will lead to a more secure financial future – for you, your business and your family.
Financial Services
Protection
The right protection offers peace of mind that you can still provide for your family and/or keep control of your business in the event of illness or death. We can advise on a range of protection products, including life insurance, health cover, income protection, business protection and critical illness cover.
Investments
Make your money work for you. We’re qualified to advise on both savings and investment products, and can discuss a range of options with you to ensure your money is invested in the most appropriate way for your personal circumstances. Ask us about estate planning to ensure your family benefits financially when you’re no longer around.
Retirement
The sooner you start planning for retirement, the better your chances of affording the lifestyle you want. We can help with pension reviews and consolidation before you reach retirement; options for drawing down income once retired.
‘What people are saying’
Financial News
August 2025
Young investors often embark on their wealth creation journey because they have grasped the power of compounding returns in theory and want to see it in practice. However, the early stages of this journey can be deflating as the expected growth is slow in coming. You diligently contribute money to your investment pot, but the balance seems insignificant.
June 2025
Young investors often embark on their wealth creation journey because they have grasped the power of compounding returns in theory and want to see it in practice. However, the early stages of this journey can be deflating as the expected growth is slow in coming. You diligently contribute money to your investment pot, but the balance seems insignificant.