AIM | Allan Investment Management
NORTHAMPTON 01604 623770
info@aim-ifa.co.uk
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Allan Investment Management  >  Who we are  >  Levels of Service

Levels of Service


We offer a range of different service levels depending on what is appropriate for each client.

​These service levels differ depending on what financial advice and products are sold, and broadly fall into two different categories outlined below.

We are able to cater to the majority of different clients and their respective financial circumstances.
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Transaction-only

If you are looking for advice only, with regards to purchasing financial products, then this level of service is likely to best meet your needs.

​There is no ongoing fee payable, and we are able to provide you with information at any point in the future should you have any queries with regards to the financial products you have transacted on.
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Retained

If you are looking for a premium level of client service then our Retained proposition will be best for you.

We offer comprehensive face-to-face portfolio reviews on a quarterly, half-yearly or annual basis, as well as providing you with access to our team of professional advisers should any queries arise.

More information on Levels of Service
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Allan Investment Management Ltd is registered in England & Wales No. 5638232.
Allan Investment Management Ltd is authorised and regulated by the Financial Conduct Authority No 446801.
The guidance and/or advice contained in this website is subject to UK regulatory regime and is therefore restricted to consumers based in the UK.
Allan Investment Management Ltd, 18 Castilian Street, Northampton, NN1 1JX
Telephone: 01604 623770
Email: info@aim-ifa.co.uk


 Registered Office: 18 Castilian Street, Northampton, NN1 1JX