Allsopp Financial Management Ltd

Independent Financial Adviser No' 7 Caroline Point, 62 Caroline Street, Jewellery Quarter, Birmingham, B3 1UF
FCA verified
13th August 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
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

Similar advisers near you

Independent Financial Adviser 0.08 mi
Offering professional and personal financial solutions across all aspects of financial planning, from pension and investments to mortgages and protection
 
Independent Financial Adviser 0.2 mi
We talk, we understand, and we work out a plan to achieve the objectives that are most important to you.
 
Independent Financial Adviser 0.37 mi
We provide a structured and consistent approach to financial planning, giving clients confidence that they will achieve their financial goals.
 
Independent Financial Adviser 0.44 mi
We aim to be your "trusted adviser" - the adviser you turn to for tailored advice and innovative ideas.