Allens Wealth

Managers.

Your vision, your life...

Do you know what your financial future looks like..?

At Allens Wealth Managers we’ll show you...

In a very busy, confusing and chaotic world, it is very easy to lose the true meaning of you and what you want to achieve most out of life.

At Allens Wealth Managers we can give you the peace of mind that you will never run out of money and the assurance that you are financially on track to maximise the money underpinning your dreams.
 

Together we can help you find out what your number is – the amount of money needed for the life you’re living now and the life you want for your future. Your number is unique to you but rest assured we’ll find it!

Our Service:

At Allens Wealth Managers we use cutting edge software to shape your financial future and show you exactly what you need to be doing to ensure you can live the life you want to lead.

 

A financial plan - a life plan - is something that we should all look to put in place and at
Allens we’ll help you do just that.

We take the time to understand you - your dreams and beliefs, as well as your problems and frustrations. Using the software’s sophisticated capabilities coupled with our knowledge, we can enable you to make better informed decisions on all aspects of your financial life.

 

Our comprehensive review service means your plan will remain on track. We provide you with ongoing advice and guidance to ensure your priorities are given the time they deserve.

So what are your dreams? Are you living the life you want? Call us today and start building your financial masterplan.

 

We use state-of-the-art software to design your financial masterplan.

Watch our video to find out more…

As part of creating your financial masterplan we can provide help and advice on a full range of financial planning issues including:

  • Retirement planning and pensions

  • Retirement options, including the new pension freedom rules

  • Investing and saving

  • Inheritance tax and estate planning

  • Life assurance, critical illness and income protection

For further information on how Allens Wealth Managers can build your personalised financial masterplan, contact us now at our Stockport office on 0161 477 2636.

It confirmed what I have done over my working life has stood me in good stead for the future.

Sarah, Cheshire

Philosophy:

We are a firm of dedicated Financial Planners, established in 2009.

At Allens we strongly believe that you should have a robust financial masterplan in place and that by having one you will be able to live a much more positive, comfortable and fulfilled life, knowing your finances are in check and will remain that way in our capable hands.
 

We look at where you are now and where it is that you want to be and use this basis to formulate a long term plan that will ensure you can get there.
 

We believe that it’s all well and good saving and investing money every month in the hope that you will have enough to live on when you retire but that you shouldn’t just have to hope you’re on the right track, you deserve the reassurance of knowing that you are.
 

At Allens we can tell you if you can afford to spend more money enjoying yourself each month, or help the children get on the property ladder - together we can look at the questions that matter most to you and get you the answers. As part of your financial plan there may be the need to recommend products such as pensions or life insurance but our aim is not for you to leave our office with a list of new policies, we want you to leave with peace of mind.

 

Professionalism:

It’s important that you’re dealing with a professional, regulated and compliant firm, which offers you the best protection as a client.

When dealing with Allens Wealth Managers, you have the reassurance that you are dealing with a regulated firm-you can check out our FCA listing here.
 

We are proud to be an Appointed Representative of ValidPath Limited, and in case you’re wondering who they are and what they are about, look no further.

 

Our Partnership with Allens Accountants...

What makes the Allens firm so unique is the overlap between the accountancy and wealth management businesses.

Three of the accountancy partners hold the diploma in financial planning, while our financial adviser holds accountancy qualifications.

This means that each side of the business fully understands the implications of how advice can affect both business and personal wealth.

 

People:

So how do you stand out in an increasingly commoditised environment? People. Real people.

 

Kerry Robertson

DipPFS

INDEPENDENT FINANCIAL ADVISER

Kerry joined Allens in 2007 on the accountancy side and is AAT qualified. She moved across to Wealth Managers in 2009 and gained her Diploma in Financial Planning. She is now working towards Chartered status.
 

Contact Kerry: 
kerry@allenswealth.com

Nitu Mehra

DipPFS

PARAPLANNER

Nitu joined Allens in February 2020 and has worked in the Financial Services industry since 2006.  She has already gained her Diploma in Financial Planning and is now working towards Chartered status.

Contact Nitu: 
nitu@allenswealth.com

Sarah Burns

ADMINISTRATOR

Sarah joined the Allens Wealth Managers team in 2018 and is now studying towards the Certificate in Financial Services

Contact Sarah: 
sarah@allenswealth.com

Kim Larmer

ADMINISTRATOR

Kim joined Allens in 2015 and moved across to Wealth Managers in 2017.

Contact Kim: 
kim@allenswealth.com

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Contact Allens Wealth Managers today

For further information on how Allens Wealth Managers can build your personalised financial masterplan, contact us now at our Stockport office on 0161 477 2636, info@allenswealth.com or complete our form below.

Allens Wealth Managers LLP is an appointed representative of ValidPath Ltd, which is authorised and regulated by the Financial Conduct Authority.

 

For the first time in some years I was able to clarify my pension and feel comfortable with my very clear financial future.

Michelle, Lancashire

Book your free initial consultation today.

For further information on how Allens can help you manage, grow and sell your business, please contact us on 0161 477 2636, email us at hello@allensaccountants.com or complete our form below. We look forward to hearing from you!

Allens Chartered Accountants Ltd.

123 Wellington Road South, Stockport,

Cheshire, SK1 3TH

Tel: +44 (0) 161 477 2636

Fax: +44 (0) 161 474 7536

hello@allensaccountants.com

© 2020 Allens Accountants Ltd.

All rights reserved.

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Proprietors: Allens Accountants Ltd.
Incorporated in England and Wales No. 4383314

 

Registered to carry on audit work in the UK and Ireland and regulated for a range of investment business activities by the Institute of Chartered Accountants in England and Wales.