Allan Investment Management

Allan Investment Management is an Independent Financial Adviser (IFA) based in Northampton, established in 1992. We proudly serve clients across the UK, providing tailored financial guidance and bespoke investment management services. With over five decades of experience, we have weathered market fluctuations and economic changes to consistently deliver exceptional results. Our core values of integrity, transparency, and professionalism guide everything we do.

Our Vision

Our vision is to empower clients to achieve financial security and pursue their aspirations. We partner with you to understand your unique needs and goals, offering personalized strategies that align with your risk tolerance, aspirations, and financial circumstances.

Our Expertise

Our team of experienced and qualified financial advisers offer a comprehensive range of services, including:

**Investments

• Bespoke portfolio management
• Retirement planning and optimization
• Income drawdown plans
• Pension options and advice

Financial Planning

• Goal-oriented financial planning
• Retirement and inheritance tax planning
• Financial protection solutions
• Asset management

Retirement Planning

• Comprehensive assessment of your retirement goals and needs
• Guidance on state pensions, private pensions, and annuity options
• Strategies for maximizing your retirement savings and income

Financial Protection

• Risk assessment and insurance planning
• Protection against unexpected events such as illness, disability, or death

Our Approach

We believe in a collaborative and transparent approach to financial planning. We take the time to listen to your goals and concerns, ensuring we understand your unique situation. We provide clear and concise explanations of your options and the potential risks and rewards involved. We also offer regular reviews and updates to ensure your plan remains relevant and effective over time.