Allotts Financial Services Ltd

Independent Financial Adviser The Old Grammar School, 13 Moorgate Road, Rotherham, South Yorkshire, S60 2EN
FCA verified
12th August 2019
Independent Financial Advisors based in South Yorkshire and the North Midlands
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Building your home
    • Buy to let
    • Buying commercial property
    • Buying first home
    • Buying overseas
    • Equity release
    • Flexible mortgages
    • High loan to value
    • Next home / Remortgaging
    • Right to buy
    • Self-employed mortgages
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • Commercial mortgages
    • Employee benefits
    • Group pensions
    • Group protection
    • Long term care
Meet our advisers
adviser-person
Sharon Lound Dip PFS
Independent Financial Adviser
adviser-person
Tom Shenton Dip PFS
Independent Financial Adviser
adviser-person
John Moseley CeMap MIFS DipFA
Independent Financial Adviser
Where to find us

The Old Grammar School, 13 Moorgate Road, Rotherham, South Yorkshire, S60 2EN

About us

Allotts Chartered Accountants has offices in Rotherham and Doncaster and can trace its origins as far back as 1927. Allotts Financial Services Ltd is a key part of the Allotts business which provides services to our wide range of business and personal clients within and beyond South Yorkshire.

Our team are able to provide support and advice to our clients based on experience built up over many years together with the specialist backing of colleagues in tax and business advisory departments.

For a free meeting with no obligation call Tom Shenton, John Moseley or Sharon Lound on .

Our services

Capital investment, pension planning, mortgage advice and protection. We also advise on specialised financial planning including inheritance tax planning and pension drawdown arrangements.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0

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