Extensive Experience

With a combined experience of more than 17 years, our team at Allied Funds is proud to offer a truly independent and professional service.

In attending to your financial needs, you want to know the advice and service you receive is well informed, up to date and unbiased. You also need to be sure that the service and support you receive throughout the whole process meets your expectations.

From our friendly and personal approach, matching your needs with the ideal solution and providing prompt and professional service with a friendly and personal approach is a priority and a vow from our team. You can count on more than just sound financial advice. We will spend time with you to discuss your objectives and plans for the future. Initially we will help you plan your finances to achieve your short term goals. This means we must get to know you and maintain an understanding of your medium and long term goal to enable us to provide that excellent service you rightly deserve. We are truly independent, and our advice is always based on your needs and particular requirements. Our relationship with our clients is not just a one off service but is an ongoing relationship to ensure that the products we arranged still suit your ever changing financial circumstances.

One of our main roles is to keep tabs on what is going on in the finance market. New products emerge all the time. When that happens, we pass that knowledge on to our clients. It is imperative that we keep abreast of any regulations and market conditions.

Customer Service

Choosing the right advice is an important decision to make. Getting good advice will make a real difference to achieving your goals. Allied Funds always acts in the best interest of our clients and help them to realize their financial needs. We use research tools to ensure a suitable solution is presented to meet their needs.

Credit Brokering

Allied Funds is authorized and regulated by the Financial Conduct Authority (FCA). We provide Credit Brokering Services for businesses with complex affairs creating and managing a comprehensive and evolving strategy on a bespoke basis.

Advice

Allied Funds provide well thought of and excellent advice to make sure you have the right products for your immediate and future needs.

Transactions

We will arrange to transact particular financial products at your request and keep you updated on any new products we feel will meet your needs. There will be no formal review unless you request this from us.