The Allotts Financial Services Ltd Team
We have a great team of financial advisors here at Allotts Financial Services Ltd, with a range of skills and qualifications to assist you in all of your personal & business needs.
Sharon Lound - Dip PFS
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.
Tom Shenton - Dip PFS
Tom has over 30 years of experience of providing independent financial advice and helped set up the financial service arm of Allotts in 1998.
John Moseley - CeMAP Dip FA
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).
Lisa Denton - Independent Financial Adviser
Lisa started her career in banking and successfully completed her training to become a financial advisor in 2005. She has since developed her career in wealth management working with a mixture of both retail and high network clients, further to which she became an independent wealth management consultant for a private practice before joining Allotts in November 2018.
Gillian Langley - Paraplanner and Office Manager
Gillian began her financial services journey in 1990 working for Scottish Equitable. After 5 years she joined a local IFA where her role developed into what is known today as a Paraplanner.
Sara has been with Allotts Financial Services since February 2006 having already worked within the financial services industry for over 20 years.
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.
Daniel joined Allotts in October 2018 as a trainee paraplanner, he has previous experience in an administration role and he is currently working towards his financial planning certificate with the long term ambition to become an adviser.