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

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? With the help of our independent financial advisors, for peace of mind we could advise on the most appropriate cover for your circumstances.

Protection Planning

Whatever stage of life you are at, we can look at ways that may safeguard your income and wealth to protect you and your family’s income and lifestyle.

As you progress through life, the priority may shift to protection of assets so you can use them and ultimately pass them on.

Our team can recommend affordable policies that offer suitable protection for you, your occupation and general requirements.

We can also advise on how you might protect your assets from fees such as nursing homes and inheritance tax.

Call us for more information and impartial, useful advice.

Insurance which is based on an assessment of the health of the applicant is unlikely to cover the applicant for previous or existing medical conditions. The customer should refer to policy documentation and seek advice in order to understand what the policy does and does not cover before making an application.