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

7.0/10

12th November 2018

Highly experienced team of expert financial planners and administrators giving a personal and trustworthy financial service.

We can advise you on

Business
- Corporate pension
- Employee benefits
- Group critical illness
- Group income protection
- Group ISA
- Group life insurance
- Group pensions
- Group private medical insurance
- Group protection
Financial planning
- Wealth management
Investments
- Ethical investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Socially responsible investments
- Unit trusts
Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
- Stakeholder
Insurance & protection
- Critical illness
- Healthcare
- Income protection insurance
- Life insurance
Savings
- Lump sum
- Regular savings
- School fees planning
Tax & trust planning
- Estate planning
Long term care
- Long term care

Meet our advisers

Sophia Harris

Financial Planner

Qualifications & Accreditations Hide qualifications

DipFA - Diploma for Financial Advisers (LIBF)

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

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

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.

Compliance

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

We can advise you on

Business
- Corporate pension
- Employee benefits
- Group critical illness
- Group income protection
- Group ISA
- Group life insurance
- Group pensions
- Group private medical insurance
- Group protection
Financial planning
- Wealth management
Investments
- Ethical investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Socially responsible investments
- Unit trusts
Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
- Stakeholder
Insurance & protection
- Critical illness
- Healthcare
- Income protection insurance
- Life insurance
Savings
- Lump sum
- Regular savings
- School fees planning
Tax & trust planning
- Estate planning
Long term care
- Long term care

Advice methods

Telephone
Face to face

Special offers

Choose an Unbiased exclusive special offer:

Preferred clients

Minimum wealth (income/assets)

£0

Minimum pension value

£0

Minimum mortgage value

£0

Compliance

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

Contact options

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