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  11. Alliott Graham Brown Financial Planning Limited

Alliott Graham Brown Financial Planning Limited

Independent Financial Adviser  Friary Court, Guildford, Surrey, GU1 3DL
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
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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 & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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Wealth management
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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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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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Income protection insurance
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Life insurance
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Small business
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Capital gains tax
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Estate planning
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Income tax
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Employee benefits
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Response rating
9.0/10
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FCA authorised
Last authorised 1st March 2021
Meet our advisers
MR Peter David ACII DipPFS
Managing Director

This examination enhanced general pension knowledge, particularly in pension transfers and opt-out business.

This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

Associate members are those who have gone on to secure more advanced qualifications by completing the Advanced Diploma in Insurance or its predecessor the Associateship. This shows a commitment to continuous professional development.

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
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.

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.

Where to find us
Head office address: Friary Court, 13-21 High Street, Guildford, Surrey, GU1 3DL
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Make an enquiry Request a call back Recommend to a friend
Response rating
9.0/10
phone Show number
check
FCA authorised
Last authorised 1st March 2021

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