This site uses cookies. We have recently updated our Privacy Policy - read more here.

×
  1. Home
  2. breadcrumbs-arrow
  3. Find an adviser
  4. breadcrumbs-arrow
  5. Yorkshire And The Humber
  6. breadcrumbs-arrow
  7. West Yorkshire
  8. breadcrumbs-arrow
  9. Barwick In Elmet And Scholes
  10. breadcrumbs-arrow
  11. Allied Financial Services Ltd

Allied Financial Services Ltd

Independent Financial Adviser  North Lodge, Barwick in elmet and scholes, West yorkshire, LS14 3DW
check
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
check
Annuity purchase
check
Auto enrolment
check
Pension consolidation
check
Pension drawdown
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
School fees planning
check
Critical illness
check
Healthcare
check
Income protection insurance
check
Life insurance
check
Estate planning
check
Corporate pension
check
Employee benefits
check
Group ISA
check
Group Pension/Stakeholder
check
Group Protection/Life Insurance
check
Group critical illness
check
Group income protection
check
Group life insurance
check
Group private medical insurance
check
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
  • icons
    Face to face

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

Similar advisers near you

Reward Financial Services Ltd.
Independent Financial Adviser 2.12 mi
I am fully independent, professional and highly qualified and offer a holistic approach to financial planning needs. Please call <phone number hidden>
 
See profile
The Private Office
Independent Financial Adviser 2.37 mi
Award-winning, Chartered financial planning firm delivering unbiased, tailored advice to protect and grow your wealth.
 
See profile
Kippax Financial Services Ltd
Independent Financial Adviser 2.46 mi
Whether it's a mortgage, pension or investment get professional expert advice and avoid DIY mistakes
 
See profile
Kirk Newsholme Financial Planning Limited
Independent Financial Adviser 2.97 mi
We have extensive knowledge and experience in providing high-quality wealth-management and financial planning advice to both companies and individuals.
 
See profile

Legal information

While unbiased.co.uk endeavours to verify the information provided as thoroughly as possible, it is your responsibility to ensure the adviser you choose is appropriate and regulated for the business you are transacting.
Any decision to transact business is made by you on the basis of your own enquiries. To check that an adviser is regulated, you can contact the relevant regulatory or professional body.

Access to and use of this online IFA directory is subject to unbiased.co.uk website terms and conditions and privacy policy.