Allens Wealth Managers LLP.

Independent 123 Wellington Road South, Stockport, Cheshire, SK1 3TH
FCA verified
21st October 2019
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
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Capital gains tax
    • Estate planning
    • Income tax
Meet our advisers
adviser-person
Kerry Robertson DipPFS
Financial Planner
adviser-person
Nicola Butterworth ACA APFS CertII(MP)
Chartered Financial Planner
Where to find us

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

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.

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