Allan Investment Management Ltd

Independent Financial Adviser 18 Castilian Street, Northampton, Northamptonshire, NN1 1JX
FCA verified
10th September 2018
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
Where to find us

18 Castilian Street, Northampton, Northamptonshire, NN1 1JX

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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