Allotts Financial Services

At Allotts, our Vision is to be the first choice provider of innovative financial and business solutions within South Yorkshire and the surrounding areas.

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Personal Financial Services

Estate Planning

Estate Planning

If you have more than you need to live your life as you choose, estate planning may be a priority. We can look at ways that might help with protecting and preserving your wealth for your loved ones.

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Investment Planning

Investment Planning

Central to your financial planning are you present and future investments. It’s important to consider whether your current investments are appropriate and whether they will achieve the targets you have.

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Life And Income Protection

Life & Income Protection

If the worst should happen, such as illness or death, can you be sure your loved ones or financial interests will be secure?...

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Mortgages

Mortgages

Buying a home will probably be the biggest transaction you ever undertake. Getting the right deal to suit your needs and requirements is vital...

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Retirement Planning

Retirement Planning

One of the biggest challenges you face when you'’ve retired from working is maintaining your standard of living. Financial planning can assist you in deciding when to retire and how to pay for it.

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Wealth Planning

Wealth Planning

Whether you'd like specialist advice in wealth and tax structuring or you'd like us to design a portfolio for you - our expert independent financial advisors could help.

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Business Financial Services

Business And Shareholder Protection

Business & Shareholder Protection

What would happen to your business in the event of the death or critical illness of a shareholder, partner or member?

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Director Pension Planning

Director Pension Planning

Pensions offer UK residents a good way to build up large capital sums, with great tax incentives, which can be used to fund any period after the age of 55.

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Employee Benefit Schemes

Employee Benefit Schemes

Employee benefit schemes often help employers to attract and retain the best staff. There are a wide range of options to choose from, ranging from tax efficient childcare vouchers.

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Employee Pension Planning

Employee Pension Planning

If your business operates an occupational pension scheme, wouldn't it be great to know that all the employees who are members are well aware of their position when planning for retirement.

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Health Insurance

Health Insurance

More and more these days individuals are enjoying the benefit of private health care giving fast, flexible access to the most appropriate clinical services.

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Workplace Pension Reform

Workplace Pension Reform

During the next few years, thousands of small business in the UK will face the daunting task of setting up a workplace pension scheme under the Government’s new auto-enrolment project.

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Financial Services Products

Insurance

Insurance

There are lots of different types of insurance products available and it can be confusing. This is why unfortunately many people overlook the importance of such cover and have no arrangements in place.

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Investments

Investments

Investing in stocks and shares can be a daunting prospect for most people. Whether you're investing for the first time or have been doing it for years.

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Savings

Savings

Savings are an essential part of any investment portfolio, no matter what stage of life you are at. Whether it's as an emergency fund, saving for retirement.

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Require further information?

Call Doncaster 01302 349218 or Rotherham 01709 828400.

Financial Services

Require further information?

Call Doncaster 01302 349218 or Rotherham 01709 828400.

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Budget 2017

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About Allotts

What Do Allotts Do?

Learn The History Of Allotts and Our Work Philosophy

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Accounting Services

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We Offer A Range Of Accounting Services

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Financial Services

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At Allotts we provide financial support whether personal or business.

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Specialist Sectors

Our Specialist Sectors

The specialist sector includes Legal, Medical, Agricultural, Charitable, Educational and Software.

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Client Testimonials

Testimonials

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