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Our Philosophy


Our Philosophy:

We are a firm of dedicated Financial Planners, established in 2009.

At Allens we strongly believe that you should have a robust financial masterplan in place and that by having one you will be able to live a much more positive, comfortable and fulfilled life, knowing your finances are in check and will remain that way in our capable hands.

We look at where you are now and where it is that you want to be and use this basis to formulate a long term plan that will ensure you can get there.

We believe that it’s all well and good saving and investing money every month in the hope that you will have enough to live on when you retire but that you shouldn’t just have to hope you’re on the right track, you deserve the reassurance of knowing that you are.

At Allens we can tell you if you can afford to spend more money enjoying yourself each month, or help the children get on the property ladder - together we can look at the questions that matter most to you and get you the answers. As part of your financial plan there may be the need to recommend products such as pensions or life insurance but our aim is not for you to leave our office with a list of new policies, we want you to leave with peace of mind.

AWM: Philosophy


It’s important that you’re dealing with a professional, regulated and compliant firm, which offers you the best protection as a client.

When dealing with Allens Private Client, you have the reassurance that you are dealing with a regulated firm-you can check out our FCA listing here.

We are proud to be an Appointed Representative of Oculus Wealth, and in case you’re wondering who they are and what they are about here they are,

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