How would the business survive if a shareholder, partner or member died?
Small businesses in the UK will need to set up a workplace pension scheme.
Auto-enrolment is the biggest change to workplace pensions for generations.
These days individuals are enjoying the benefit of private health care.
There are lots of different types of insurance products available and it can be confusing.
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.more...
Alternatively you may email us at:
Our Rotherham IFA Office: firstname.lastname@example.org
Our Doncaster IFA Office: email@example.com
Sharon started her career in banking but soon moved into financial services where she has developed extensive experience of the UK industry since becoming an independent financial adviser in 1992.
Away from the office, Sharon has a family and enjoys nothing more than a trip to the gym or taking her four Pointer dogs for a walk. Sharon brings her strong sense of perspective and values to work, helping her to give a friendly and competent level of service and advice to clients of Allotts Financial Services.Take A Card
Tom has over 30 years of experience of providing independent financial advice and helped set up the financial service arm of Allotts in 1998.
He holds the Advanced Financial Planning Certificate and whilst having a wide range of clients specialises in investment planning and the provision of retirement benefits by way of pension planning and capital strategies.
Tom is able to bring his extensive experience and expertise to providing the clients of Allotts Financial Services with top quality service and independent financial advice.Take A Card
John has extensive experience of the UK financial services industry and has ensured he remains up to date with all the necessary regulatory requirements, holding both the level 4 Diploma for Financial Advisers (Dip FA) and Certificate in Mortgage Advice and Practice (CeMAP).
John offers a comprehensive financial planning service to individuals and businesses to help them achieve their goals, covering all areas including investments, retirement planning, protection and mortgage lending.
Given all this experience and knowledge, John is ideally positioned to help the clients of Allotts Financial Services achieve their financial goals.Take A Card
Sara has been with Allotts Financial Services since February 2006 having already worked within the financial services industry for over 20 years.
A key member of the team, Sara is responsible for assisting our three independent financial advisers in providing clients with top quality service by performing key administrative functions quickly and efficiently. Outside of working hours, Sara enjoys horse riding and has an active social life.
Melanie has worked in the Financial Services Industry since 1985,in an administrative support role covering all areas of financial planning, moving to Allotts in 2015.
She has Financial Planning Certificate 1 (FPC1). She enjoys, horse riding and walking her dogs.
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excluding Bank Holidays
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