Allan Investment Management

read moreWe are an Independent Financial Adviser based in Northampton, serving clients across the UK. Established in 1992, we bring a wealth of experience and have earned a trusted reputation amongst our clients for delivering results with a first class and personal service. Our role, as Financial Adviser, is to help you achieve a more secure financial position. Whether that be from choosing investments, to planning for your retirement or ensuring you and your family are sufficiently protected from an unexpected event.

read moreWe measure a client's tolerance to risk and then recommend a bespoke combination of asset classes. We select and analyse research from a wide range of market-leading resources e.g. OBSR, Citywire, Standard & Poors, Morningstar and Lipper to narrow down the circa 3,900 available UK funds to a few which we believe will be the leaders in the future. The investment funds and asset allocation models are regularly reviewed and reported to our clients at intervals agreed with them in line with our Levels of Service.

read moreIain originally started training as an accountant before moving in to retail banking and on to management. From that point Iain established and led a substantial team within the bank's trust company before establishing Allan Investment Management, with his wife, Diane in 1992. Since then Iain has overseen the acquisition of two other IFA firms and he continues to enjoy building the business and maintaining relationships with clients. Iain holds the full Diploma in Financial Planning. Outside of the office, Iain enjoys sailing, cycling and travelling.

read moreAllan Investment Management, established in 1992, is an Independent Financial Adviser (IFA) based in Northampton, offering advice and bespoke investment management services for individuals, partnerships and small companies. All our clients are treated with the utmost importance and regular reviews are arranged to ensure clients are kept up to date with the performance of their pensions and investments. Whilst our clients are located across the UK, we ensure we provide a local approach to service and emphasise meeting our clients face-to-face at regular client reviews.

read moreStart by listing your retirement goals on a sheet of paper. We suggest giving this some thought, because the first ten are easy to identify, the next ten are somewhat harder to recognize, and the last ten make you discover your inner dreams. Arrange your goals into short, medium and long-term goals. We can then set a rough cost to each where appropriate. This involves identifying the assets from which retirement income may be derived. You will need to determine your retirement budget needs and understand what you spend to support your current lifestyle.

read moreFinancial planning is a process which, when done correctly, allows you to make the correct decisions regarding your short and long-term financial goals. Working with different clients over the years has allowed us to gain an understanding of the need for simplicity and peace of mind when it comes to financial planning. Our team of experienced financial advisers will spend time with you to understand and evaluate your current financial position, examine your liabilities, establish your goals and create a well-defined and clearly structured plan to achieve them.

read moreOne type of annuity does not suit everyone, if it did there would be no competition and no market. Our job is to help you decide whether an annuity is the correct choice and then choose the best annuity for you. Even when you know what you want, we are here to ensure you are receiving the type of annuity you expected and take early action to get it amended if possible. Most annuities are set for life, so making the right choice and ensuring it is fit for your circumstances is very important at the outset.

read moreOne of the most critical choices for many people approaching pension age is the choice of Annuity, or being better informed of the alternatives. If you would like an unbiased assessment about your options and how to make your pension work for you, please contact us to make an appointment and we will provide our assistance. We can help you to establish a pension plan for your retirement with contributions which can be made by you and also your employer. It is essential that you have your plans reviewed on a regular basis to ensure they continue to meet your retirement expectations and we can provide you with this service as part of a structured agreement.