Response rating
10/10
FCA verified
18th September 2017

Allan Investment Management Ltd

Independent Financial Adviser 18 Castilian Street, Northampton, Northamptonshire, NN1 1JX
First meeting at adviser's own cost
We are Independent Financial Advisers focussed on delivering results and first class service for our valued clients
We can advise you on
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Corporate pension
    • Group critical illness
    • Group income protection
    • Group life insurance
    • Group pensions
    • Group protection
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Wealth management
Meet our advisers
adviser-person
Iain Allan DipFA MIFS
Director
adviser-person
Tony Dawson DipPFS
Senior Financial Consultant
What our clients say
"Pat and I were checking how long it was since we first sought your advice. We concluded that it must have been about 1995. The main services we required were related to investment advice and then, between us formulate a short-term plan, and a look ahead to the future. Over the many years Iain, his wife Diane, and their staff have displayed much patience in often needing to refresh our memory on points previously explained. Iain, his wife Diane, and staff consistently looked after our financial affairs. We had regular informative meetings to allow us to consider expenditure needs, and they over saw that our tax affairs were properly administered. Iain has always done his very best to present options to us that he feels would benefit us, as our lifestyle has changed. We have learned to trust AIM. Our thanks to all concerned."
P. & C., Midlands, UK
"Just a few lines to say thank you to Mr Tony Dawson and his backup team for helping me with my pension details. It takes good advice which AIM gave me. The time is took overall may be six months. It pays to do things correctly. I would use them again."
G.V.K., Midlands, UK
"Tony has been my own and my late mother's Financial Adviser in excess of 15 years and he and his team at AIM have continued to act as independent advisers in a most professional, helpful and efficient manner. The advice given is trustworthy and prompt and ensures the best return on investment is accessed. I would have no hesitation in recommending Tony and the team at AIM to any of my friends."
P.J., Midlands, UK
"Tony and his team has been advising us for a number of years, for pensions and our investments. We have found his advice to be very professional and easy to understand, his team at AIM have been extremely helpful quickly dealing with any issues and questions we have posed and they are all very friendly. Thank you for making the whole process painless and more importantly, easy to understand. Thank you."
A.J., Midlands, UK
"Dear Iain, I was filing away the papers from our recent meeting when I noticed you had been helping us since 1997. J.G. and I felt we should set on record our appreciation of having you on our side in dealing with the complexities of financial investment for the last 17 years. Also we value how you have related your advice to our desired lifestyle and longer-term wishes. We want to say, well, that we have met with nothing but friendliness and efficiency in any dealings with your colleagues in the office. With every good wish for 2015."
K.G. & J.G., Midlands, UK
Where to find us
About us

We are an Independent Financial Adviser (IFA) established in 1992, based in Northampton, servicing the whole of the UK. We provide investment, pensions, tax and financial/retirement planning services for individuals, partnerships and small companies. Our priority for clients is to establish a relationship that is built on confidence and mutual respect. Much of our growth is through recommendation and our policy is “to maximise our client’s financial position through choosing products and services that we would invest in ourselves”. Contact us today to arrange a 'no obligation' chat with one of our qualified financial advisers about your current situation.

Our services

Personal professional service.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Compliance

There is an initial charge for advice and arranging an investment plus an additional charge for any ongoing work such as periodic or ongoing reviews, the details of which will be agreed with you in writing before we carry out any chargeable work. You can cancel our ongoing services at any time. Protection products may generate commission which normally will cover the costs of the work we undertake on your behalf but there may be occasions when we levy a fee. Where commission is paid we will always disclose in writing the amount of commission that we receive. The fees or commission received by our company are not paid in full to your personal adviser; he or she is, remunerated but the Company has to cover its overheads such as rents, rates, etc. Our charging structure is fully compliant with the recommendations put forward in the Retail Distribution Review which came into effect in January 2013 and we believe that we offer competitive pricing for the level of expertise we offer to all our clients.

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