Allsopp Financial Management Ltd

Independent Financial Adviser No' 7 Caroline Point, 62 Caroline Street, Jewellery Quarter, Birmingham, B3 1UF
FCA verified
22nd October 2018
As a Chartered firm of Independent Financial Advisers we are well placed to offer first class pensions and investment advice.
We can advise you on
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • Corporate pension
    • Group pensions
    • 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
    • Taxation planning
    • Wealth management
Meet our advisers
adviser-person
Marc Allsopp BSc (Hons) AFPC
Chartered Financial Planner
Where to find us

No' 7 Caroline Point, 62 Caroline Street, Jewellery Quarter, Birmingham, B3 1UF

About us

Established in 2002, we are a Chartered Firm of Independent Financial Advisers. Located in the heart of Birmingham, we offer financial advice of the highest quality that is tailored to meet your individual requirements.

Our services

We understand that 'peace of mind' often comes from knowing that your financial affairs are in order. We use our specialist knowledge to 'cut through the jargon' explaining complex issues in a clear and impartial manner. As pension specialists our expertise can help you to get the most out of the new pension rules, which from 6/4/2015 allow unlimited accesss to pension funds for the over 55's.

Advice methods
  • icons
    Face to face
  • mouse
    Online (Live chat, video, email)
  • phoneButton
    Telephone
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£250,000

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