Financial advice based on trust,
goodwill and teamwork
Mission Statement
To provide high calibre, affordable, tailored financial advice to individuals and businesses in and around the UK. We do this by acting in our clients’ best interests at all times, using our combined knowledge and expertise to find the right solution and provide the best financial advice possible.
Financial advice Wigan
Allied Financial Services is a team of independent financial advisors based in Wigan, Lancashire.
We take the stress and confusion out of money, finance, investments and insurance for individuals and businesses, searching the whole market for suitable solutions. Supporting a broad client base from young entrepreneurs to retired couples, we love the variety of our work. Each day is completely different; in the stories we hear, the plans we make and the financial advice we offer.
Our business is based on trust, goodwill and teamwork. In our line of work confidentiality is paramount and you can be assured of the highest standards when you work with us. Whilst we pride ourselves on our professional approach, it’s not unusual for clients to quickly become our friends!
Secure your financial future
If you’re worried about how to fund your holiday plans in retirement, what to do with a recently acquired inheritance, or confused about taking a lump sum from your pension, talk to us.
Following our trusted 7-stage process, our financial advisers will listen to your concerns and goals. We’ll work with you to create a plan so that you and your family can be confident of a secure financial future.
Active in the North West
Involvement in our local community is very important to us. We help to educate children through schools’ careers fairs and our college investment game. Our advisers run pension clinics for local businesses and we offer a host of educational content for employers to provide their employees, to help them plan for their financial future.
We also collaborate with a number of accountants and solicitors, to provide clients of both parties the best all round service, from Will Planning to Probate assistance, and company investments to tax planning around a business sale.
Through sponsorship we support The Warrington & District Senior Bowls League and several cancer and dementia charities, which are close to the hearts of our team.
We’ll discuss with you your individual financial circumstances and what you’d like to change or achieve. This initial appointment is all about fact-finding so we can truly understand what’s important to you. Using scenario planning, we’ll take a look at your current finances and begin to look at what needs to change in order for you to achieve your goals in life.
During our discussion we’ll take time to clarify what we understand your financial goals and expectations to be. It’s important that all parties are clear and on the same page before we leave! Once confirmed, we can be in no doubt about your expectations of working with us.
The final part of our initial discussion is to evaluate your appetite for risk. To make it simple we usually ask you to complete a short questionnaire which will get you to think about risk in different scenarios. Understanding this helps us to assess whether short- or long-term investments are best for your circumstances.
At this stage we’ll go away and do our research. This often involves contacting current providers of pension funds, investments and providers. We do all the legwork. Once we have all the information we need, we’ll prepare a report outlining our initial discussion and our advice on the best course of action to help you achieve your financial goals
We present the report and action plan to you and explain it in detail. It’s our job to talk you through any technical terms and financial jargon so you fully understand what you’re signing up to and any risks involved. At this stage, we’ll answer all your questions and discuss any changes to the plan. We review every client’s financial plans annually as standard.
Once we’ve agreed on a course of action, we handle all the arrangements on your behalf. Depending on the structure of your personal plan, this can involve arranging investments, transferring pensions, opening accounts and much more. We manage all the paperwork and provide you with all the documentation once all the arrangements have been made.
Regular financial reviews are all part of our service. We contact you once a year to review and discuss your plan against your objectives. Some clients prefer to talk to us more often and we’re happy to arrange this. You can contact us at any time if your circumstances change, or if you have any concerns. It’s your money and we want you to always feel in control.
Our History
Allied Financial Services Ltd was established in 2005 by Nick Wylie and Alisdair Lindley. Based in Wigan, we provide financial advice to individuals and companies. For more than 20 years we’ve advised clients on life assurance, income protection, savings and investments, pension planning, retirement advice, estate planning and employee benefits.
Our business has achieved gradual expansion through a combination of organic growth and acquisition. We’re proud to have built a loyal client portfolio based on a solid foundation of goodwill and trust. Most of our clients come to us through referral or recommendation.
From our base in Wigan, Lancashire, we are well positioned to cover the whole of the UK and regularly work with clients across the country. One of the largest independent financial services providers in the Wigan area; we have over 80 years’ sector experience between us.
More than eight decades of financial advice
From our base in Wigan, Lancashire, we are well positioned to cover the whole of the UK and regularly visit clients across the country. One of the largest independent financial services providers in the Wigan area; we have over 80 years’ sector experience between us. Our team is working towards gaining chartered status to enable us to give advice in niche areas.
