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 an ideal retirement, we’re here to help.
We provide independent financial advice and planning to people of all ages. 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 products to choose from, we tailor our advice to your personal circumstances. Taking time to get to know you and understand your expectations 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.
How can we help?
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.
Make your money work hard for you. We’re qualified to advise on tax-free savings products and a range of investment options, including bonds, collectives and ethical investments. Ask us about estate planning to ensure your family benefits financially when you’re no longer around.
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, advice on equity release and planning for care provision in later life.
‘What people are saying’
Mr Smith / Financial Protection advice
Jim & Anne of Warrington
Tony & Diane of Bolton
Anne of Altrincham
David & Wendy of Newcastle-under-Lyme
Martyn of Aberford