Allotts Financial Services Ltd

Independent Financial Adviser  The Old Grammar School, Rotherham, S60 2EN
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FCA authorised
Last authorised 16th May 2022
Independent Financial Advisors based in South Yorkshire and the North Midlands
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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SIPPs
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Stakeholder
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Building your home
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Buy my next home
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Buy to let
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Buying commercial property
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Buying first home
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Buying overseas
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Equity release
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Flexible mortgages
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High loan to value
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Next home / Remortgaging
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Right to buy
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Self-employed mortgages
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Wealth management
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Ethical investments
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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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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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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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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Commercial mortgages
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Corporate pension
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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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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
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Stockbroking services
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Long term care
Meet our advisers
MR John Moseley CeMap MIFS DipFA
Independent Financial Adviser
MRS Sharon Lound Dip PFS
Independent Financial Adviser
MR Tom Shenton Dip PFS
Independent Financial Adviser
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 <phone number hidden>.

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.

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

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

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