A free consultation, without obligation

There are times when it can prove difficult to establish your true financial needs. You may want an expert to consider whether or not your finances are in order or to point out if you need to take some action.

We offer a free consultation, of up to half an hour in length, to consider your personal circumstances. Our consultation offer is made without any obligation upon you.

Our advisers are available to meet in person, or if you would prefer it is possible to hold a consultation over the telephone.

Specialist advice

In a similar way as the medical profession, there are differences between the manner in which financial planners operate. Some can be viewed as general practitioners, whilst others choose to specialise on certain areas of advice.

Assisting our clients to plan for their futures, normally requires us to consider all aspects of their financial well being. We are careful to ensure that we highlight any protection needs, investment or tax saving opportunities that exist. This level of service demands the general financial planning skills that we have built up over the years our business has been in operation.

We understand that there are circumstances of financial planning where the expert knowledge of a specialist is required. Listed below are the areas of specialist advice that we provide and details of who you should contact.

Contact		Specialisation		Branch Details		Email
Mr I Allan		Tax Planning for businesses		Allan Investment Management Ltd		email me
		Lump Sum Investments
		Portfolio Management
		Unit Trusts / Investment Trusts
		Tax planning for Individuals
		Educational Fees Planning
		Investments for Trusts
		Offshore Investments
		Regular Savings
Mr N Yates		Health / Long term care		Allan Investment Management Ltd		email me
		Tax planning for Individuals
		Pension Transfers
		Estate Planning
		Pension choices at Retirement
		Lump Sum Investments
		Portfolio Management
		Individual Protection
Mr S Boswell		Group Protection		Allan Investment Management Ltd		email me
		Commercial Mortgages
		Shareholder Protection
		Key Person Protection
		Residential Mortgages
		Individual Protection
Your home may be repossessed if you do not keep up repayments on your mortgage.