Alliott Graham Brown Financial Planning Limited

Independent Financial Adviser Friary Court, 13-21 High Street, Guildford, Surrey, GU1 3DL
Response rating
9.0 /10
FCA verified
18th November 2019
We recognise that every client’s circumstances are unique and our financial plans are tailored to meet the individual’s specific requirements.
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Wealth management
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Lump sum
    • Regular savings
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • Employee benefits
    • Group pensions
    • Group protection
Meet our advisers
Peter David ACII DipPFS
Managing Director
What our clients say
A big thank you to you and your team for looking after us so well. Your team took all the pressure off us, handling everything and guiding us through the process.
KL, Guildford
We were very happy with your advice on our financial matters and thank you for the way you handled our business.
Mr & Mrs P, Godalming
I am a solicitor and have known Peter for many years. I act for vulnerable clients and will only introduce them to a financial adviser if I know they will be carefully looked after and offer the same high standards of service that I would provide myself. Peter not only does this but he is able to explain complicated issues in a way that everyone can understand and with infinite patience ensuring that the client feels comfortable with his sound advice.
Mrs M, Reading
Where to find us

Friary Court, 13-21 High Street, Guildford, Surrey, GU1 3DL

Make an enquiry
About us

Alliott Graham Brown is the financial planning arm of Alliotts Chartered Accountants and Business Advisors. Operating from offices in Guildford and Central London, we offer impartial advice on all aspects of financial planning.

Key areas are planning for retirement and, in association with our colleagues at Alliotts, Inheritance Tax mitigation. Both are particularly complex areas, where our expert advice and specialist knowledge will be invaluable.

With our cashflow forecasting software, we can help our clients to understand whether their current arrangements will allow them to meet their aspirations for the future and what changes might need to be made to achieve this. We can then provide on-going advice to help our clients achieve their goals.

To find out what to expect from your first meeting please visit our website.

Our services

We will always take time to ensure we understand exactly what you are looking to achieve, so that we can provide practical and effective financial planning solutions. Our aim is to offer flexible arrangements that will meet your needs both now and in the future.

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