We are an Independent Financial Adviser based in Northampton, serving clients across the UK. Established in 1992, we bring a wealth of experience and have earned a trusted reputation amongst our clients for delivering results with a first class and personal service. Our role, as Financial Adviser, is to help you achieve a more secure financial position.
Whether that be from choosing investments, to planning for your retirement or ensuring you and your family are sufficiently protected from an unexpected event. At the heart of our business is you, our client. With over five decades of experience, we have helped many clients achieve their financial goals and we pride ourselves on the fact that much of our growth is through client's recommending us to their family, friends and colleagues.
Whether that be from choosing investments, to planning for your retirement or ensuring you and your family are sufficiently protected from an unexpected event. At the heart of our business is you, our client. With over five decades of experience, we have helped many clients achieve their financial goals and we pride ourselves on the fact that much of our growth is through client's recommending us to their family, friends and colleagues.
Services
Allan Investment Management, established in 1992, is an Independent Financial Adviser (IFA) based in Northampton, offering advice and bespoke investment management services for individuals, partnerships and small companies. Our priority for clients is to establish a relationship that is built on confidence and respect.
Iain originally started training as an accountant before moving in to retail banking and on to management. From that point Iain established and led a substantial team within the bank's trust company before establishing Allan Investment Management, with his wife, Diane in 1992. Since then Iain has overseen the acquisition of two other IFA firms and he continues to enjoy building the business and maintaining relationships with clients.
Since we began in 1992, we have helped many individuals achieve their financial goals. Importantly we always put the customer first and ensuring their satisfaction throughout the process is our upmost priority. Please see below for a selection of client testimonials. Dear Iain, I was filing away the papers from our recent meeting when I noticed you had been helping us since 1997.
As a wholly Independent Financial Adviser (IFA) we are free to source investments and other financial products and services from across the whole of the marketplace. This is because we, unlike many other financial advisers, are not tied to any other companies or providers of financial products or services, and as such we are deemed truly independent.
We offer a range of different service levels depending on what is appropriate for each client. These service levels differ depending on what financial advice and products are sold, and broadly fall into two different categories outlined below. We are able to cater to the majority of different clients and their respective financial circumstances.
Reviews
Be the first to review Allan Investment Management.
Write a Review