Here to help you plan for a secure financial future

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?

retirement

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

Investments

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.

early retirement

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, advice on equity release and planning for care provision in later life.

‘What people are saying’

With careful and strategic planning of savings, investments and of your estate, we can help you to achieve your goals, and we can help you to manage your wealth and the opportunities available to you.

Mr Smith / Financial Protection advice

Allied Financial
5
2020-05-26T15:56:46+01:00

Mr Smith / Financial Protection advice

With careful and strategic planning of savings, investments and of your estate, we can help you to achieve your goals, and we can help you to manage your wealth and the opportunities available to you.
Nick has been advising us for many years. His advice has always reflected our approach to investing. He has been prepared to advise that our portfolio is changed in line with market trends.

Jim & Anne of Warrington

Allied Financial
5
2020-05-26T15:58:42+01:00

Jim & Anne of Warrington

Nick has been advising us for many years. His advice has always reflected our approach to investing. He has been prepared to advise that our portfolio is changed in line with market trends.
Nick and his staff are always available for consultation. They initiate regular reviews and take a lot of the hassle out of the whole process. They are good listeners and come up with good strategies.

Tony & Diane of Bolton

Allied Financial
5
2020-06-01T13:13:43+01:00

Tony & Diane of Bolton

Nick and his staff are always available for consultation. They initiate regular reviews and take a lot of the hassle out of the whole process. They are good listeners and come up with good strategies.
Allied have dealt with all my financial matters for over 20 years. They have advised me on personal and business matters. I have always been extremely happy with the advice and suggestions.

Anne of Altrincham

Allied Financial
5
2020-06-01T13:14:07+01:00

Anne of Altrincham

Allied have dealt with all my financial matters for over 20 years. They have advised me on personal and business matters. I have always been extremely happy with the advice and suggestions.
Allied are always professional and well informed on the current financial climate. We are very satisfied with the adviser service we can only say ‘brilliant’.

David & Wendy of Newcastle-under-Lyme

Allied Financial
5
2020-06-01T13:14:30+01:00

David & Wendy of Newcastle-under-Lyme

Allied are always professional and well informed on the current financial climate. We are very satisfied with the adviser service we can only say ‘brilliant’.
They understand our circumstances & therefore recommend the best products/policies for us, taking into account our attitude to risk, future financial planning, our enjoyment of holidays etc!

Martyn of Aberford

Allied Financial
5
2020-06-01T13:14:51+01:00

Martyn of Aberford

They understand our circumstances & therefore recommend the best products/policies for us, taking into account our attitude to risk, future financial planning, our enjoyment of holidays etc!
5
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Allied Financial

Financial News

Spring Statement 2022

The main surprises in the Spring Statement related to the increase in the National Insurance Primary Threshold (employees) and Lower Profits Limit (self-employed) to £12,570 from July this year, and the plan to reduce basic rate income tax to 19% in 2024.

Supporting you throughout the situation in Ukraine

In light of the unfolding events in Ukraine, we wanted to let you know how we’re supporting you at this time. In the last two weeks we have seen worrying developments with the escalating crisis in Ukraine, and once again we’ve seen how quickly markets can move.