Financial Advisers
in Pudsey

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.

Our aim is to help individuals and businesses to achieve their financial goals. Our approach is straightforward. You tell us about your current situation and about your financial objectives and when you want to achieve them. We develop a practical plan designed to help you meet those objectives. We’ll discuss the plan with you and agree the course of action you want to take. Whilst the final decisions are of course yours, we’re here to help and guide you with jargon-free advice both now and in the future.

We are one of Harrogate and Yorkshire’s leading Independent Financial Advisers & Employee Benefit Consultants. We offer innovative & objective advice and are committed to forming valued and robust relationships with our clients, with the intention of delivering outcomes that exceed their financial objectives.

Founded on Trust, our relationship will help to increase, manage and protect your wealth now and for future generations. Independent means that we are not tied to any one provider in recommending investments, policies or plans, so you can be assured of wholly bespoke quality financial advice.

We adhere to strict FCA (Financial Conduct Authority) guidelines, which obligates us to provide advice most suited to your personal requirements, affordability and your risk profile. Many people think a Financial Adviser is only for the wealthy but this is not the case. The majority of our clients are normal everyday people. Our services are open to everyone.