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Allan Investment Management Ltd : Profile

Allan Investment Management Ltd

Allan Investment Management provides impartial, independent advice and concentrates on putting the customer first. We provide an investment, tax and financial planning service for individuals, partnerships and small companies. Our priority for clients is to establish a relationship that is built on confidence and mutual respect. Much of our growth is through recommendation and our policy is “to maximise on our client’s financial position through choosing those products and services that we would invest in ourselves”.

We have been advising clients for many years on all aspects of Savings, Investments and Pensions. We have built a significant client base of satisfied customers. The comments of some of these can be found in the Testimonials section.

 
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This Internet site is directed to UK residents only. You are responsible for satisfying yourself that under the laws of your home jurisdiction you may lawfully access this Internet site.

Please ensure you read our User Terms, Client Agreement, Key facts about our services and Privacy statement.

Allan Investment Management Ltd is authorised and regulated by The Financial Services Authority. Allan Investment Management Ltd is entered on the FSA register (www.fsa.gov.uk/register/) under reference 446801.
The Financial Services Authority do not regulate Will Writing, Loans, Credit Cards, or some forms of Mortgage, Tax Advice, Offshore Investments, Estate Planning.

Registered in England No. 563 8232 Registered Office: Federation House, 36/38 Rockingham Road, Kettering, Northants NN16 8JS Also trades as: Bowker Davies Dodgson


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