For further information on how Allens Wealth Managers can build your personalised financial masterplan,
contact us today on 0161 477 2636.
We are a firm of dedicated Financial Planners, established in 2009.
At Allens we strongly believe that you should have a robust financial masterplan in place and that by having one you will be able to live a much more positive, comfortable and fulfilled life, knowing your finances are in check and will remain that way in our capable hands.
We look at where you are now and where it is that you want to be and use this basis to formulate a long term plan that will ensure you can get there.
We believe that it’s all well and good saving and investing money every month in the hope that you will have enough to live on when you retire but that you shouldn’t just have to hope you’re on the right track, you deserve the reassurance of knowing that you are.
At Allens we can tell you if you can afford to spend more money enjoying yourself each month, or help the children get on the property ladder - together we can look at the questions that matter most to you and get you the answers. As part of your financial plan there may be the need to recommend products such as pensions or life insurance but our aim is not for you to leave our office with a list of new policies, we want you to leave with peace of mind.
It’s important that you’re dealing with a professional, regulated and compliant firm, which offers you the best protection as a client.
When dealing with Allens Wealth Managers, you have the reassurance that you are dealing with a regulated firm-you can check out our FCA listing here.
We are proud to be an Appointed Representative of ValidPath Limited, and in case you’re wondering who they are and what they are about, look no further.
What makes the Allens firm so unique is the overlap between the accountancy and wealth management businesses.
Three of the accountancy partners hold the diploma in financial planning, while our financial adviser holds accountancy qualifications.
This means that each side of the business fully understands the implications of how advice can
affect both business and personal wealth.
To find out more, visit Allens Accountants website here.
So how do you stand out in an increasingly commoditised environment?
People. Real people.
Kerry Robertson DipPFS
INDEPENDENT FINANCIAL ADVISER
Melissa Steele DipPFS
Melissa joined Allens in 2012 and gained her Certificate in Financial Planning. She has since obtained the Diploma in Financial Planning and
is now working towards Chartered status.
Contact Melissa: email@example.com
Kerry joined Allens in 2007 on the accountancy side and is AAT qualified. She moved across to Wealth Managers in 2009 and gained her Diploma in Financial Planning. She is now working towards Chartered status.
Contact Kerry: firstname.lastname@example.org
Sarah joined the Allens Wealth Managers team in 2018.
Contact Sarah: email@example.com
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0161 477 2636
Allens Wealth Managers
123 Wellington Road South
Cheshire SK1 3TH
Tel: +44 (0) 161 477 2636
Fax: +44 (0) 161 474 7536
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Proprietors: Allens Accountants Ltd.
Incorporated in England and Wales
Allens Wealth Managers LLP is an appointed representative of ValidPath Ltd which is authorised and regulated by the Financial Conduct Authority.
© 2019 ALLENS WEALTH MANAGERS. ALL RIGHTS RESERVED.