Allen Financial can advise on various aspects if wealth management.We help people from a variety of different backgrounds, financial status and ages with aspiration to facilitate the realisation of their financial goals.
We will guide you through your investment journey by providing you with access to portfolios that are specifically tailored to your objectives. We take into account your personal circumstances and regularly monitor and review each portfolio and when necessary, implement changes dependent on either client needs or market conditions. We will help you fulfil your aspirations and financial goals by providing the expertise and experience that is essential to actively monitor, review and align your investment objectives to both your individual and market needs.
With people generally living longer and more affluent lives and with more retirees expecting to spend at least 20 years in retirement, the need for a professionally informed retirement plan has never been more essential. We provide advice to optimise your retirement funds as planning for a secure and comfortable retirement should be at the forefront of any financial plan.
A mortgage can be the biggest commitment you could ever embark upon. As there are a variety of different lenders offering a variety of different solutions, it is not always straightforward as to what product can best suit your needs. This is why it is so important to make the initial decision, the correct decision. We can review with you the different options available and use our expertise and experience to suggest options that meet your desires and expectations. We understand that the best mortgage for you is dependent on your unique circumstances so our aim is to provide you with professional support during this transition.
Equity release is a means of releasing a tax-free lump sum from the equity locked in your home. You can spend the money on anything you like, from helping with the everyday costs of living, to travelling and seeing the world. Our financial advisers understand that your situation is unique and we can assess with you whether equity release schemes are compatible with your long term financial objectives.
Coming to terms with the loss of a loved one will never be easy. This is why it is important to ensure that your family are looked after and will not have to deal with any financial burden should the unthinkable happen. Whether it is about leaving no debts behind or making sure that your family can continue living the lifestyle to which they are accustomed, we can search for the life insurance policy that suits your personal circumstances.
Health and peace of mind are some of the most important things that our clients value. Health insurance is designed to ensure that if you need medical treatment in the future, you won’t need to worry about NHS waiting lists or paying the cost of the treatment. This can be a reassuring first step to gain this peace of mind, and is designed to get you diagnosed and treated quickly. Our advisers can help you choose the cover that is most suited to your personal needs, as after all, your health is your most valuable asset.