Alliott Graham Brown Financial Planning Limited

Independent Financial Adviser Friary Court, 13-21 High Street, Guildford, Surrey, GU1 3DL
Response rating
7.0/10
FCA verified
24th June 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
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Unit trusts
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Corporate pension
    • Employee benefits
    • Group critical illness
    • Group life insurance
    • Group pensions
    • Group private medical insurance
    • Group protection
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Wealth management
    • Long term care
Meet our advisers
Nick Kacigeras APFS CFP
Certified Financial Planner
Accreditations
Certified Financial Planner
Peter David ACII DipPFS
Managing Director
What our clients say
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
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
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
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
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Compliance

Both our advisers hold the G60 "pension transfer specialist" qualification. Independent Financial Advisors authorised and regulated by the Financial Conduct Authority No. 463613.

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