Independent Financial Advisers

As IFA's we ideal to assist you in making the right decisions.
Maps & Directions

Contact Allotts Financial Services for more information.
Meet The Team

Meet all of the financial team who are ready to provide quality advice.

Vacancies

Check out all the latest vacancies at Allotts Financial Services
Data Privacy Notice

Allotts Financial Services Data Privacy Notice
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About Allotts

Personal Financial Services

Mortgages

Buying a home will probably be the biggest transaction you ever undertake.
Life/Income Protection

If the worst should happen, can you be sure your loved ones will be secure?
Retirement Planning

One challenge you will face when you’ve retired is maintaining standards of living.

Investment Planning

Consider whether current investments are appropriate for future investments.
Estate Planning

If you have more than you need to live your life, consider estate planning.
Wealth Planning

Advice in wealth & tax structuring & the designing of portfolios.

Personal Financial Services

Business Financial Services

Director Pensions

Large capital sums, which can fund any period after the age of 55.
Employee Pensions

Director Pension Planning & Employee Pension Planning.
Benefit Schemes

Tax efficient childcare vouchers, salary sacrifice pension contributions.

Shareholder Protection

How would the business survive if a shareholder, partner or member died?
Pension Reform

Small businesses in the UK will need to set up a workplace pension scheme.
Auto Enrolment

Auto-enrolment is the biggest change to workplace pensions for generations.
Health Insurance

These days individuals are enjoying the benefit of private health care.

Business Financial Services

Financial Service Products

Savings

Savings are an essential part of any investment portfolio, no matter what stage of life you are at.
Investments

Investing in stocks and shares can be a daunting prospect for most people.

Insurance

There are lots of different types of insurance products available and it can be confusing.

Financial Services Products

Enquiries

Have any queries regarding Allotts Indepenendent Financial Advice? Visit the enquiries page and complete our online form. We will answer you as soon as we can.

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Other Contact Methods

Alternatively you may email us at:

Our Rotherham IFA Office: fsd@allotts.co.uk

Our Doncaster IFA Office: fsd@allotts.co.uk

Book An Appointment

Acounting Services

Allotts Financial Services

Independent Financial Advisers for Doncaster & Rotherham. We offer a wide range of services in personal finances, business finances & financial services.

Auto Enrolment

Auto-enrolment is the biggest change to workplace pensions for generations. The crux of it is about ensuring more and more employees are saving for retirement and that they have a pension.

Contact Us

Contact our Doncaster or Rotherham Offices for all information regarding Allotts Independent Financial Advice Services.

Allotts - Independent Financial Advisers based in Doncaster and Rotherham

Covid - 19

The health and wellbeing of our staff, clients and business contacts is of paramount importance and therefore in line with the Government’s advice only a minimum number of staff are currently working in the office at any one time. From Monday 6th July our phone lines will be operational from 9am to 5pm on a daily basis with a facility to leave messages outside these hours. Our management team and other key colleagues continue to work from home providing important continued assistance to our clients. Both office will only be open to clients for pre-arranged meetings that cannot be undertaken remotely and pre-arranged visits to drop off or collect documents.

Clients are advised that if they are attending our premises they should follow the guidelines below:

Please do not attend if you show any signs of Covid-19 including a high temperature, a new and persistent cough, loss of taste or sense of smell
Please arrive no earlier than 5 minutes before your meeting time
Please remain in your car and call reception to let them know you are here, the receptionist will then confirm that the meeting host is ready and will meet you promptly at the main door
All visitors must sanitise their hands upon arrival
Unfortunately we will not be providing drinks, please therefore bring your own drink with you if required
If at all possible we kindly ask that clients refrain from using the toilet facilities wherever possible
We kindly ask that once the meeting has finished you vacate the office as soon as possible and refrain from having discussions in the corridors or near the main doors

The above will be reviewed in line with Government advice to ensure the continued safety of our employees and clients.

Many thanks for your cooperation.