Protecting your financial future, building your wealth
At Allsopp Financial Management, we are dedicated to providing exceptional financial management services to individuals and families. With over 15 years of experience, we have established ourselves as a trusted and reputable financial planning firm in the UK. Our team of experienced and certified financial advisors are committed to helping our clients achieve their financial goals, whether it's securing their financial future or leaving a lasting legacy for their loved ones.
Services
At Allsopp Financial Management, we offer a wide range of services designed to meet the unique needs of our clients. Our services include:
Independent Pensions Advice
If you have pension funds worth over 100,000 in total, you may wish to take advantage of our free and impartial Pension Review Service. Our team of experts will review your pension portfolio and provide you with personalized recommendations to optimize your retirement income.
Investment Management
We understand that managing multiple investment portfolios can be overwhelming. Our investment management services help consolidate and streamline your investments into a single, flexible platform. This allows you to effectively manage your wealth and achieve your financial goals.
Inheritance Tax Planning
Opportunities exist to legitimately reduce or even eliminate the impact of Inheritance Tax on your family. By taking proactive steps, you can save your loved ones from a significant amount of tax. Our experts will work with you to create a personalized Inheritance Tax plan tailored to your unique needs.
Independent Annuity Advice
Annuities have become popular as a means of securing a fixed income stream in retirement. However, not all annuities are the same, and it's essential to choose the right one for your needs. Our team of experts will work with you to identify the best annuity options for your situation.
Our People
At Allsopp Financial Management, we pride ourselves on our commitment to delivering exceptional service and personalized attention to each of our clients. Our team of experts includes:
Marc Allsopp, Director of Financial Planning
As a Chartered Financial Planner, Marc has reached the pinnacle of the financial planning profession. With over 25 years of experience in the financial services industry, Marc has worked with some of the biggest names in the business.
Catherine Allsopp, Operations Director
Catherine holds specialist taxation and pensions qualifications and has extensive experience at board level within an FCA-regulated environment. With a first-class honors degree from Nottingham University, Catherine is dedicated to delivering exceptional client service.
Getting in Touch
If you're looking for personalized financial guidance and expert advice, get in touch with us today. Our friendly team is always ready to listen and help you achieve your financial goals.
