Allied Financial Services Ltd

Allied Financial Services Limited has two offices. Allied Financial Services Ltd was formed in 2005 in Wigan to provide financial services to Allied Insurance Services clients. Initially set up by Nick Wylie and the Managing Director of Allied Insurance Services Ltd, Alisdair Lindley, the company gave financial advice to individuals and companies with regard to life assurance, income protection, savings, investment, pension planning, retirement advice and employee benefits. The Allied Group quickly grew out of its premises in Upper Dicconson St. Wigan. and relocated in 2011 to its new premises in Standishgate. Previously the building was occupied by Citibank, but over a 6 month period the office was completely gutted and rebuilt to become an open planned and modern office, bringing back to life a very old office that was in danger of becoming a blot on the Wigan landscape. Part of Allied’s expansion has been due to mergers with other firms with a similar synergy. Platinum Financial Services and Whittall Smith & Associates were purchased in 2008. Its major acquisition happened in 2012 when we purchased IFA Ltd. based in Leeds. This company first started trading in 1984 and has changed its name a few times as the partners/directors changed. However the firm built up a loyal and well established client bank in that time. Allied merged with IFA Ltd but kept its offices and staff on at Leeds in order to diversify and continue with the valuable local support to its Yorkshire clients. The office is based in the leafy suburbs of Leeds in a new office redevelopment project. Between the four financial planners they have over 80 years experience in the financial services industry and between them they have experience in advising individuals and corporations in planning for pensions, investment, savings, tax planning, trusts, employee benefits, employer benefits, private medical insurance, equity release, long term care and protection benefits. The company is working towards chartered status and will be authorised to give advice in niche areas.The firm's aim is to remain whole of market. The financial planners receive invaluable support from its support staff. Between them the five support staff have over 70 years experience between them. They have expertise to cover all aspects of administration to ensure clients are given reliable and efficient service to ensure Allied maintain a professional standard.

Address: North Lodge, Bramley Grange, Skeltons Lane, Thorner, Leeds, West Yorkshire LS14 3DW, United Kingdom

Phone: +44 113 265 4000
FAX: