Allied Financial Services

The Allied Group quickly grew out of its premises in Upper Dicconson St. Wigan. and relocated in 2011 to its new premises in Standishgate. Previously the building was occupied by Citibank, but over a 6 month period the office was completely gutted and rebuilt to become an open planned and modern office, bringing back to life a very old office that was in danger of becoming a blot on the Wigan landscape. 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.