Business Details
34 Years
experience
Your Trusted Partner for Financial Planning Solutions
Established in 1992, Allan Investment Management has built a reputation as a trusted independent financial advisory firm serving clients across the UK. Our team combines over five decades of collective experience with a client-centric approach, prioritising long-term relationships and tailored financial strategies. We specialise in investment management, retirement planning, and tax-efficient solutions, guided by a philosophy of selecting products we would personally invest in. As an FCA-authorised firm, we maintain rigorous professional standards while delivering transparent advice and regular portfolio reviews. Our growth through client referrals reflects our commitment to understanding individual financial goals and providing bespoke solutions.With quarterly asset updates and diversified investment strategies, we aim to balance risk mitigation with return optimisation. Our advisers, boasting 83 combined years in financial services, utilise advanced research tools to stay ahead of market trends. Client testimonials highlight our ability to simplify complex financial concepts and maintain consistent communication over decades. We operate with full transparency, ensuring clients understand all aspects of their financial plans. Our eight-step retirement planning process demonstrates systematic expertise in preparing clients for long-term financial security.
Services
Investment Management
Financial Planning
Retirement Planning
Inheritance Tax Planning
Financial Protection
Details
- Year established: 1992
Highlights and features
- We offer over 30 years of independent financial advisory experience
- Our FCA-authorised status ensures regulatory compliance and professional standards
- Personalised investment strategies developed through quarterly portfolio reviews
- Eight-step retirement planning process tailored to individual risk profiles
- Client-centric approach evidenced by decades-long client relationships
Associations and certifications
- Financial Conduct Authority
What people say
Professional and easy to understand
Painlessly simplified complex concepts
Consistent communication over decades
Trusted financial partners
Prompt and trustworthy advice
Services
Investment Management
Our investment management service creates bespoke portfolios aligned with individual risk profiles and financial objectives. We employ quarterly asset allocation updates and geographical diversification to balance risk and return. With 83 combined years of advisory experience, we utilise advanced research tools to select market-appropriate products while maintaining our core principle of choosing investments we would personally hold.
Retirement Planning
Our structured eight-step retirement planning process addresses all aspects of post-work financial security. We assess current assets, evaluate longevity risks, and develop sustainable withdrawal strategies while considering tax implications. The service includes regular portfolio monitoring and budget management to ensure long-term financial stability, with specialist knowledge in annuities and income drawdown options.
Financial Protection
We provide comprehensive financial protection advice covering life assurance, critical illness cover, and income protection policies. Our approach focuses on mitigating unexpected financial risks through tailored insurance solutions. The service includes regular policy reviews to ensure continued suitability as clients' personal circumstances evolve over time.
Inheritance Tax Planning
Our inheritance tax planning service identifies tax-efficient strategies to preserve wealth for beneficiaries. We develop customised solutions considering individual estate compositions and family circumstances. The service incorporates ongoing reviews to adapt to changing legislation and personal situations, ensuring optimal tax mitigation while maintaining financial flexibility.
Financial Planning
We offer holistic financial planning covering short to long-term objectives, including mortgage strategies, tax efficiency, and wealth accumulation. Our collaborative approach involves regular reviews to adapt plans as life circumstances change. The service integrates investment management with protection strategies to create comprehensive financial roadmaps tailored to individual goals.
People
Iain Allan
Director & Founder
With over 30 years in financial services, Iain founded AIM in 1992 after recognising the need for independent advice. He pioneered the firm's client-first philosophy, focusing on long-term relationships and transparent communication. His expertise in investment strategy continues to shape the company's approach.
Tony Dawson
Senior Financial Adviser
Tony has specialised in retirement planning for 15+ years, helping clients navigate pension options and income strategies. His client testimonials highlight exceptional service continuity and ability to simplify complex financial concepts. He plays key role in maintaining long-term client relationships.
Questions
What financial services do you specialise in?
We specialise in investment management, retirement planning, inheritance tax strategies, and financial protection products, offering tailored solutions for individual circumstances.
Are you regulated by financial authorities?
Yes, we are authorised and regulated by the Financial Conduct Authority (FCA) under reference number 446801.
How do you charge for your services?
Initial consultations are complimentary. Fees for ongoing services are agreed upfront following initial assessment, with transparent pricing aligned to service complexity.
Do you work with clients outside Northampton?
While based in Northampton, we serve clients nationwide through face-to-face meetings, phone consultations, and regular portfolio reviews.
How often are investment reviews conducted?
We provide quarterly asset allocation updates with comprehensive annual reviews, plus additional meetings as market conditions or personal circumstances require.
What makes your approach different?
Our founder-led team maintains personal relationships with clients, combining decades of experience with a philosophy of investing in products we personally recommend.
