Allied Financial Services Ltd

Independent Financial Adviser North Lodge, Bramley Grange, Skeltons Ln, Leeds, LS14 3DW
First meeting at adviser's own cost
Response rating
FCA verified
12th November 2018
Highly experienced team of expert financial planners and administrators giving a personal and trustworthy financial service.
We can advise you on
    • Corporate pension
    • Employee benefits
    • Group critical illness
    • Group income protection
    • Group ISA
    • Group life insurance
    • Group pensions
    • Group private medical insurance
    • Group protection
    • Wealth management
    • 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 & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Lump sum
    • Regular savings
    • School fees planning
    • Estate planning
    • Long term care
Meet our advisers
Sophia Harris
Financial Planner
What our clients say
Sophia explained pensions in such a way that for the first time I was able to understand it. I feel very comfortable with her and trust her implicitly. I believe I will continue to work with her for many more years.
C Iduas, Leeds
Sophia gave us excellent advice and assistance with our financial affairs. I will always return to Sophia for further advice in the future
J Carter, Wakefield
Keith is both personable and professional offering quality advice on complicated issues, he has a knack of making it simple, giving good advice on my pension and mortgage and I would certainly reccomend Keith for his knowledge and approach.
Kristian Sutton, Leeds
Keith has been a trusted adviser for a number of years, he is flexible and imaginative and has a solid knowledge of his field. I would not hesitate in recommending him to others who may require personal pension and investment advice.
Chris Broadbent, Leeds
Where to find us

North Lodge, Bramley Grange, Skeltons Ln, Leeds, LS14 3DW

Contact us
About us

We have 4 expert financial planners who have over 80 years experience in giving financial advice in protection, savings, investment, pre-retirement planning, post retirement planning, equity release and long term care. There are two offices based in Wigan and Leeds helping clients in Greater Manchester, Lancashire and West Yorkshire.
Our back office staff have in excess of 70 years industry experience who give valuable support to the company.

Our services

We explain complex issues that have many technical jargon phrases in a plain and easy to understand language that you will feel comfortable with.
With our guidance we will help your investment portfolio to flourish.

Advice methods
  • phoneButton
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
Minimum pension value
Minimum mortgage value

Sophia Harris is a representative of Allied Financial Services Ltd which is authorised and regulated by the Financial Conduct Authority.

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