FCA verified
19th February 2018

Allsopp Financial Management Ltd

Independent Financial Adviser No' 7 Caroline Point, 62 Caroline Street, Jewellery Quarter, Birmingham, B3 1UF
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
Marc Allsopp BSc (Hons) AFPC
Chartered Financial Planner
Where to find us
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)
Minimum pension value
Minimum mortgage value

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