Wealth Confidence Begins with Clarity
When it comes to your finances, confidence often begins with one simple thing: clarity
Amanda Taylor, Managing Director
At Allied Financial Services, we help individuals take control of their financial future through expert, personalised advice built around their goals, lifestyle and ambitions
For many, wealth isn’t just about numbers, it’s about choices. It’s about freedom, security, and making smart decisions that support the life you want to lead. Whether you’re planning for retirement, navigating inheritance, growing your investments, or protecting your income, the right advice can make all the difference.
Allied Financial Services are based in Wigan with a 20+ year history. They are a team of friendly, experienced financial advisers, trusted by individuals and families across the UK and known for building long-term relationships and offering advice that feels personal, not generic.
Why professional financial advice is important
Many people manage their finances well on their own, but when life shifts - either because of career changes, family growth, unexpected events or plans for retirement - professional financial advice can offer clarity and perspective that’s hard to match.
With tax rules changing, markets evolving, and opportunities emerging all the time, having someone in your corner can save you time, reduce stress, and protect your future. More than that, it can help you feel confident that your money is working for the life you want.
Amanda Taylor, Managing Director at Allied, explains, “We take the time to understand what truly matters to our clients then build a plan that reflects it. Financial planning can feel overwhelming at times. Our role is to simplify the complex, bring clarity to key decisions, and offer honest, expert guidance that gives you confidence at every stage.
“Our services cover every stage of life
and wealth planning. Each piece of advice is tailored to your unique goals and situation and always designed to offer peace of mind.”
What does Allied provide:
Protection Planning
Protecting what matters is a vital part of
any financial strategy. Allied advise on life insurance, income protection and health cover, making sure your policies not only suit your lifestyle but also fit into a bigger picture of long-term security.
Investments & Savings
Whether you’re building wealth or preserving it, the team at Allied help you shape an investment strategy that matches your goals and risk profile – without the accompanying jargon.
Retirement Planning
Retirement should feel exciting, not daunting. From reviewing your pensions
to managing drawdown and planning future income, Allied offers expert, practical guidance that makes the road ahead feel clear.
Estate & Legacy Planning
Looking to the future, Allied helps you protect and pass on your wealth in line with your wishes. Whether it’s inheritance tax, gifting or succession planning, their advice ensures your legacy is structured with care.
Support in the Palm of Your Hand
Alongside our personal advice, the ‘Allied Financial Wellbeing App’ offers a growing range of digital tools to support your financial journey, from expert articles and webinars to interactive calculators and planners. It’s free to download and designed to keep you informed and in control, wherever life takes you.
Plan with Confidence
Your financial future should feel empowering, not uncertain. With Allied, you’ll have a clear strategy, a trusted adviser, and a partner who understands what matters most.
Start your journey today: Call 01942 403377 or email enquiries@alliedfs.co.uk to book an initial conversation.
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