Response rating
10/10
FCA verified
13th November 2017

Allens Wealth Managers LLP.

Independent Financial Adviser 123 Wellington Road South, Stockport, Cheshire, SK1 3TH
First meeting at adviser's own cost
A Chartered firm specialising in lifetime financial masterplans that enable you to live a more positive, comfortable and fulfilled life.
We can advise you on
    • Wealth management
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Lump sum
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
Meet our advisers
Kerry Robertson DipPFS
Financial Planner
Nicola Butterworth ACA APFS CertII(MP)
Chartered Financial Planner
Accreditations
Chartered Financial Planner
Where to find us
About us

As a Chartered 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)
£0
Minimum pension value
£250,000
Compliance

Allens Wealth Managers LLP is an appointed representative of ValidPath Ltd, which is authorised and regulated by the Financial Conduct Authority.

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