Allens Wealth Managers LLP.

Independent Financial Adviser  123 Wellington Road South, Sale, Greater manchester, SK1 3TH
check
FCA authorised
Last authorised 19th October 2020
A dedicated firm specialising in lifetime financial masterplans that enable you to live a more positive, comfortable and fulfilled life.
We can advise you on
check
Annuity purchase
check
Auto enrolment
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Stakeholder
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Offshore investments
check
Socially responsible investments
check
Unit trusts
check
Lump sum
check
Regular savings
check
Savings for children
check
School fees planning
check
Critical illness
check
Income protection insurance
check
Life insurance
check
Capital gains tax
check
Estate planning
check
Income tax
check
Taxation planning
Meet our advisers
Kerry Robertson DipPFS
Financial Planner
Nicola Butterworth ACA APFS CertII(MP)
Chartered Financial Planner
About us

As a firm of Financial Planners, we look at where you are now and where you want to be, and formulate a plan to help you get there. It’s all well and good saving and investing money every month in the hope that you will have enough to live on when you retire, but imagine actually knowing if you are on track. Maybe you can afford to spend more money enjoying yourself each month, or help the children get on the property ladder – these are questions we can look at together and answer. As part of this plan we may find that we need to recommend products such as pensions or life insurance but our aim is not for you to leave our office with a list of new policies, we want you to leave with peace of mind.

Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face

123 Wellington Road South, Stockport, Cheshire, SK1 3TH

Similar advisers near you

Independent Financial Adviser 0.2 mi
Only British Standard BS8577 certificated firm in the region. All advisers Chartered, ISO22222 & CFP certificated. Call us on (0161)9052575.
 
Independent Financial Adviser 0.2 mi
Simply trusted, independent, unbiased financial advice. Appointed representative of a multi-award winning network. Free initial consultation across Greater Manchester.
 
Independent Financial Adviser 0.45 mi
Take control of your money before it takes control of you!
 
Independent Financial Adviser 0.46 mi
We offer a highly professional service, independent of any product providers that is 100% focussed on client needs.