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Personal Financial Services | Allotts Financial Services Ltd

Personal Financial Services


Allotts Financial Services are involved with many personal services such as Mortgages, Life & Income Protection, Retirement Planning, Investment Planning, Estate Planning & Wealth Planning.

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Personal Financial Services

Investment Planning


Central to your financial planning are you present and future investments. It’s important to consider whether your current investments are appropriate and whether they will achieve the targets you have.

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Investment Planning

Mortgages


Buying a home will probably be the biggest transaction you ever undertake. Getting the right deal to suit your needs and requirements is vital to ensure you avoid unnecessary costs and difficulties with the aim to live happily and contentedly knowing that you are in full control of your financial situation.

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Mortgages

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.

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Life & Income Protection

Retirement Planning


Whether you’d like specialist advice in wealth and tax structuring or you’d like us to design a portfolio for you - our expert independent financial advisors could help.

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Retirement Planning

Estate Planning


If you have more than you need to live your life as you choose, estate planning may be a priority. We can look at ways that might help with protecting and preserving your wealth for your loved ones.

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Estate Planning

Wealth Planning


Whether you’d like specialist advice in wealth and tax structuring or you’d like us to design a portfolio for you - our expert independent financial advisors could help.

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Wealth Planning

Allotts - Independent Financial Advisers based in Doncaster and Rotherham