Allied Financial Services Ltd

Allied Financial Services Ltd started trading on St Valentines Day 2005. Based in Wigan it was initially set up to give financial advice on pension planning, retirement planning, investment advice and life assurance to clients of the parent company Allied Insurance Services Ltd the company started expanding by prudent aquisitions of Platinum Financial Services based in Bolton and Whittal Smith Associates based in Solihull. The main expansion happened in 2010 with the aquistion of IFA Ltd in Leeds. The purchase was completed in Decemebr 2012 and the company has maintained its presence in the Leeds and Yorkshire area. Though a young company the 4 Financial Planners have in excess of 65 years experience in the industry, are all professionally qualified and working towards Chartered Status. All able to give individual and corporate advice on pension, retirement, investement and protection advice. The 5 members of the invaluable Engine Room have in excess of 70 years experience in the industry that give excellent back up service to the Planners and clients. We provide financial advice to corporate clients on pension and other employer /employee benefits and individual clients on wealth management, pension planning, retirement planning and protection planningWe now have two offices in Wigan and Leeds. Though the M. D. has clients from Southampton to Edinburgh and Lincoln to Aberystwyth the clients are mainly based in Lancashire, Cheshire and Yorkshire.
Social Link - Linkedin: http://www. linkedin.com/company /allied-financial-services-ltd
Employee Count: 13
Keywords: financial services