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.

News

All the latest Allotts Financial Services news posts here.
Vacancies

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

Allotts Financial Services Data Privacy Notice
Sitemap

Here you can view or live page sitemap for all your navigation needs.

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

News

Events

Keep updated with the monthly events Allotts are involved with.

View all up and coming events Allotts are involved with throughout the year. Download PDFs & WORD documents regarding the events for more information.

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Allotts Independent Financial Advice Events

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

About Allotts Financial Services

Allotts Financial Services Ltd is the financial, planning, intermediary & advisory arm of Allotts Chartered Accounts, one of the leading independent firms of Chartered Accountants in South Yorkshire.

Allotts Financial Services has offices in both Rotherham and Doncaster and can trace its origins as far back as 1927.

Today Allotts Financial Services Ltd is a key part of the Allotts business which provides advisory services to our wide range of business and personal clients both within and beyond South Yorkshire.

As part of the broader Allotts service team of over sixty staff our seven dedicated members of the Allotts Financial Services team are able to provide support and advice to our clients based on their own experience built up over many years together with the specialist backing of colleagues in tax and business advisory departments. Please send us your enquiry using our financial services enquiries form.

Contact Us

Allotts Financial Services can be found at two different locations; one based in Rotherham and the other based in Doncaster.

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Meet The Team

Meet the Allotts Financial Services Team comprising of professional and qualified financial advisors for all your personal, business needs.

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Events

You can find all of Allotts Financial Services events listings providing times, dates and locations for all who are interested in attending these.

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Accounting Services

Visit Allotts Financial Services for all your accountacy services such as Management Accounts, Taxation, Auditing, Payroll, Capital Tax, VAT, and human Resources.

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Latest News

At Allotts, our Vision is to be the first choice provider of innovative financial and business solutions within South Yorkshire and the surrounding areas.

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