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
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Allotts Financial Services Cookie Statement & Privacy Policy
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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

Business Financial Services

Allotts Financial Services are involved with many personal services such as Director Pension Planning, Employee Pension Planning, Employee Benefit Schemes, Business & Shareholder Protection, Workplace Pension Reform, Auto Enrolment & Health Insurance.

Business Financial Services

Auto Enrolment

Auto-enrolment is the biggest change to workplace pensions for generations. The crux of it is about ensuring more and more employees are saving for retirement and that they have a pension.

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Business & Shareholder Protection

What would happen to your business in the event of the death or critical illness of a shareholder, partner or member? How will control be retained and fair value assigned?

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Director Pension Planning

Pensions offer UK residents a good way to build up large capital sums, with great tax incentives, which can be used to fund any period after the age of 55.

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Employee Benefit Schemes

Employee benefit schemes often help employers to attract and retain the best staff. There are a wide range of options to choose from, ranging from tax efficient childcare vouchers, mobile phones or salary sacrifice pension contributions.

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Employee Pension Planning

If your business operates an occupational pension scheme, wouldn’t it be great to know that all the employees who are members are well aware of their position when planning for retirement and able to ensure that they can achieve the lifestyle they desire?

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Health Insurance

More and more these days individuals are enjoying the benefit of private health care giving fast, flexible access to the most appropriate clinical services.

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Workplace Pension Reform

During the next few years, thousands of small business in the UK will face the daunting task of setting up a workplace pension scheme under the Government’s new auto-enrolment project.

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