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

Personal Financial Services

Allotts Financial Services are involved with many personal services such as Mortgages, Life & Income Protection, Retirement Planning, Investment Planning, Estate Planning & Wealth Planning.

Personal Financial Services

Estate Planning

If you have more than you need to live your life as you choose, estate planning may be a priority. We can look at ways that might help with protecting and preserving your wealth for your loved ones.

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Investment Planning

Central to your financial planning are you present and future investments. It’s important to consider whether your current investments are appropriate and whether they will achieve the targets you have.

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Life & Income Protection

If the worst should happen, such as illness or death, can you be sure your loved ones or financial interests will be secure?...

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Mortgages

Buying a home will probably be the biggest transaction you ever undertake. Getting the right deal to suit your needs and requirements is vital...

Learn More...

Retirement Planning

One of the biggest challenges you face when you've retired from working is maintaining your standard of living. Financial planning can assist you in deciding when to retire and how to pay for it.

Learn More...

Wealth Planning

Whether you'd like specialist advice in wealth and tax structuring or you'd like us to design a portfolio for you - our expert independent financial advisors could help.

Learn More...