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ALLIED FINANCIAL SERVICES LIMITED

Company
ALLIED FINANCIAL SERVICES LIMITED (05245856)

ALLIED FINANCIAL SERVICES

Phone: 08448 156 099
A⁺ rating

ABOUT ALLIED FINANCIAL SERVICES LIMITED

Allied Financial Services Limited has two offices

Allied Financial Services Ltd was formed in 2005 in Wigan to provide financial services to Allied Insurance Services clients. Initially set up by Nick Wylie and the Managing Director of Allied Insurance Services Ltd, Alisdair Lindley, the company gave financial advice to individuals and companies with regard to life assurance, income protection, savings, investment, pension planning, retirement advice and employee benefits.

Part of Allied’s expansion has been due to mergers with other firms with a similar synergy. Platinum Financial Services and Whittall Smith & Associates were purchased in 2008. Its major acquisition happened in 2012 when we purchased IFA Ltd. based in Leeds. This company first started trading in 1984 and has changed its name a few times as the partners/directors changed. However the firm built up a loyal and well established client bank in that time.

Between the four financial planners they have over 80 years experience in the financial services industry and between them they have experience in advising individuals and corporations in planning for pensions, investment, savings, tax planning, trusts, employee benefits, employer benefits, private medical insurance, equity release, long term care and protection benefits. The company is working towards chartered status and will be authorised to give advice in niche areas.The firm’s aim is to remain whole of market.

The loyal support staff ensures the business runs smoothly and efficiently. With over 70 years experience between them they offer expert backing in fund management, compliance, administration and ensuring our clients are always treated fairly.

Having gained her university degree she joined an IFA firm in Liverpool in 1998. She joined Allied in 2006 and has become an integral part of the company. P.A. to the M.D. and responsible for accounts, management of the support staff, I.T. and client portfolio’s. She has a professional rapport with providers and clients backed up by a great knowledge and understanding of the industry.

Started in the financial services industry in 1988 with Royal Sun Alliance. In 1989 he joined General Accident and saw a number of mergers before joining our financial services company in 2005. Responsible for research on fund manager’s performance, provider’s products and providers service levels. He also manages the support staff at Leeds and prepares clients pension transfer reports. He also assists in compliance issues.

Started with Scottish Amicable(who are now Prudential) back in 1974. He worked his way up to Branch Manager based in East Anglia until Prudential re-organised the business. Having then worked for various Financial Advisers in the Ipswich area David moved back to his roots in Yorkshire in 2011 and joined Allied in 2012. Responsible for supporting the 2 financial planners in Leeds with research, reports and client liaison.

Janet joined Allied in July 2013 to initially cover for Joanne’s maternity leave at our Wigan office. However due to the growth in our business Janet has stayed on and become Derrick’s personal assistant as well as assisting Joanne with the accounts and remuneration statements. Janet is a very experienced personal assistant having carried out these duties for directors at Greenhalghs head office and Tote Betting Syndicate head office for over 24 years.

Products and Services

At the Allied Financial Services Group we specialise in the protection, wealth management, pension provision and retirement planning process for individuals and businesses.

We have independent financial advisers each with over 15 years experience in the industry who take clients through the advice process to provide quality solutions so that clients may achieve their goals in an affordable and tax efficient manner. We then provide an ongoing quality service to ensure clients goals are achieved.

Products

Allied are perfectly placed to give an unbiased opinion and guide you through the maze of pension legislation to ensure that an employer provides their employees an auto enrolment pension scheme.

Welcome to Allied Financial Services

Allied Financial Services Ltd started in 2005 in Wigan and has grown rapidly by looking after our clients and incorporating a number of companies into the business. Allied have grown from strength to strength, building our reputation in the Financial Services Market in Wigan and Leeds areas. Our Financial Planners have over 80 years experience specialising in Protection Advice, Wealth Management, Pension Provision, Retirement Advice, Inheritance Tax Planning and Trust Advice.

We have recently diversified and have become authorised in giving advice on Long Term Care and Equity Release. We remain independent which means we can go to the whole of the market to find the best product with the best provider that suits your particular needs.

KEY FINANCES

Year
2016
Assets
£121.48k ▲ £8.37k (7.40 %)
Cash
£79.38k ▲ £19.66k (32.92 %)
Liabilities
£106.05k ▲ £103.19k (3,613.17 %)
Net Worth
£15.44k ▼ £-94.82k (-86.00 %)

REGISTRATION INFO

Company name
ALLIED FINANCIAL SERVICES LIMITED
Company number
05245856
Status
Active
Categroy
Private Limited Company
Date of Incorporation
29 Sep 2004
Age - 20 years
Home Country
United Kingdom

CONTACTS

Website
www.alliedfinancialadvice.co.uk
Phones
08448 156 099
01132 654 000
Registered Address
ALLIED HOUSE,
98 STANDISHGATE,
WIGAN,
LANCASHIRE,
WN1 1XA

ECONOMIC ACTIVITIES

65110
Life insurance
65120
Non-life insurance
65300
Pension funding

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LAST EVENTS

18 Oct 2016
Confirmation statement made on 29 September 2016 with updates
20 Jun 2016
Total exemption small company accounts made up to 31 December 2015
15 Oct 2015
Annual return made up to 29 September 2015 with full list of shareholders Statement of capital on 2015-10-15 GBP 100

CHARGES

31 August 2010
Status
Satisfied on 20 December 2012
Delivered
6 September 2010
Persons entitled
Trevor Anthony Cowburn and Lyn Julie Cowburn
Description
Fixed charge all shares in the capital of ifa limited see…

28 August 2007
Status
Outstanding
Delivered
6 September 2007
Persons entitled
The Royal Bank of Scotland PLC
Description
Fixed and floating charges over the undertaking and all…

See Also


Last update 2018

ALLIED FINANCIAL SERVICES LIMITED DIRECTORS

Alisdair John Lindley

  Acting
Appointed
31 October 2007
Role
Secretary
Address
Allied House, 98 Standishgate, Wigan, Lancashire, United Kingdom, WN1 1XA
Name
LINDLEY, Alisdair John

Alisdair John Lindley

  Acting PSC
Appointed
12 October 2004
Occupation
Insurance Broker
Role
Director
Age
55
Nationality
British
Address
Allied House, 98 Standishgate, Wigan, Lancashire, United Kingdom, WN1 1XA
Country Of Residence
England
Name
LINDLEY, Alisdair John
Notified On
29 September 2016
Nature Of Control
Ownership of shares – 75% or more

Nicholas Henry Wylie

  Acting PSC
Appointed
15 March 2005
Occupation
Financial Adviser
Role
Director
Age
67
Nationality
British
Address
Allied House, 98 Standishgate, Wigan, Lancashire, United Kingdom, WN1 1XA
Country Of Residence
United Kingdom
Name
WYLIE, Nicholas Henry
Notified On
29 September 2016
Nature Of Control
Has significant influence or control

Martin Gerrard Holden

  Resigned
Appointed
12 October 2004
Resigned
31 October 2007
Role
Secretary
Address
10 Edale Drive, Standish, Wigan, Lancashire, WN6 0LN
Name
HOLDEN, Martin Gerrard

BRIGHTON SECRETARY LTD

  Resigned
Appointed
29 September 2004
Resigned
30 September 2004
Role
Nominee Secretary
Address
3 Marlborough Road, Lancing Business Park, Lancing, West Sussex, BN15 8UF
Name
BRIGHTON SECRETARY LTD

BRIGHTON DIRECTOR LTD

  Resigned
Appointed
29 September 2004
Resigned
30 September 2004
Role
Nominee Director
Address
3 Marlborough Road, Lancing Business Park, Lancing, West Sussex, BN15 8UF
Name
BRIGHTON DIRECTOR LTD

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Excellent according to the company’s financial health.