Allan Investment Management Ltd

Independent Financial Adviser  18 Castilian Street, Northampton, Northamptonshire, NN1 1JX
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FCA authorised
Last authorised 15th January 2020
We are Independent Financial Advisers focussed on delivering results and first class service for our valued clients
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Corporate pension
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
Meet our advisers
Iain Allan DipFA MIFS
Director
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.

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

18 Castilian Street, Northampton, Northamptonshire, NN1 1JX

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