Who we Are
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Allan Investment Management, established in 1992, is an Independent Financial Adviser (IFA) based in Northampton, offering advice and bespoke investment management services for individuals, partnerships and small companies.
Our priority for clients is to establish a relationship that is built on confidence and respect. All our clients are treated with the utmost importance and regular reviews are arranged to ensure clients are kept up to date with the performance of their pensions and investments. We only provide independent impartial advice and are not tied to any other company; this means that we are free to source the best products for our clients from across the market. Read more about our IFA status. |
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Our
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Whilst our clients are located across the UK, we ensure we provide a local approach to service and emphasise meeting our clients face-to-face at regular client reviews. In fact, much of our growth is through recommendation and our policy is:
“to maximise our client’s financial position through choosing products
and services that we would invest in ourselves.” |
Our
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Allan Investment Management Ltd, directly regulated by the Financial Conduct Authority (FCA), was founded in 1992 with the objective of providing professional and independent financial planning.
Over the past 23 years the firm has expanded both organically through client recommendations and through the acquisition of two other IFA businesses. We are continually looking for ways to enhance the service we bring to our clients and are excited for the future, both in terms of what that means for us and for our clients. |
*The initial client consultation is always funded out of our marketing budget at our expense. This meeting typically takes place at our offices or over the phone depending on your preferences and location. A qualified adviser will take the time to understand your situation and offer an initial assessment as to how we would be able to help you. Only after this initial meeting should you decide you would like to continue then we will agree fees upfront prior to engaging in any further work.