Allied Financial Services Ltd

Independent Financial Adviser  North Lodge, Barwick in elmet and scholes, West yorkshire, LS14 3DW
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FCA authorised
Last authorised 20th January 2020
Highly experienced team of expert financial planners and administrators giving a personal and trustworthy financial service.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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Regular savings
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School fees planning
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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Estate planning
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Corporate pension
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Employee benefits
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Group ISA
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Long term care
Meet our advisers
Sophia Harris
Financial Planner
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.

Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Face to face

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

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