FCA verified
18th September 2017

Allotts Financial Services Ltd

Independent Financial Adviser The Old Grammar School, 13 Moorgate Road, Rotherham, South Yorkshire, S60 2EN
Independent Financial Advisors based in South Yorkshire and the North Midlands
We can advise you on
    • Buy to let
    • Commercial for individuals
    • Equity release
    • First time buyers
    • Flexible
    • High loan to value
    • Overseas
    • Remortgage
    • Residential
    • Right to buy
    • Self build
    • Self employed
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • Commercial mortgages
    • Corporate pension
    • Employee benefits
    • Group critical illness
    • Group income protection
    • Group life insurance
    • Group pensions
    • Group private medical insurance
    • Group protection
    • Group risk
    • 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
    • Stockbroking services
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Wealth management
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • 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
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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