Allsopp Financial Management Ltd

Independent Financial Adviser  No' 7 Caroline Point, Birmingham, West midlands, B3 1UF
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FCA authorised
Last authorised 21st September 2020
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
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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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Buy my next home
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Buy to let
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Buying overseas
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Flexible mortgages
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Next home / Remortgaging
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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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Healthcare
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Taxation planning
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Corporate pension
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group risk
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Stockbroking services
Meet our advisers
Marc Allsopp BSc (Hons) AFPC
Chartered Financial Planner
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.

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

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

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