Business Details
24 Years
experience
Trusted Independent Financial Advisers in Birmingham
Allsopp Financial Management has been delivering independent financial advice since 2002 from modern offices in Birmingham's historic Jewellery Quarter. As a family-run business, we prioritise building long-term professional relationships to protect, grow and maximise client wealth. Our team combines over 25 years of industry experience with Chartered Financial Planner accreditation, offering expertise in pensions, investments and inheritance tax planning.We operate under FCA regulation (reference 457901) and maintain a client-centric approach, providing impartial guidance tailored to individual circumstances. Our services include free pension reviews for qualifying clients, annuity advice, investment consolidation and tax-efficient estate planning. We serve clients across the UK, helping them navigate complex financial decisions with clarity and confidence.
Services
Pensions Advice
Annuity Planning
Investment Management
Tax Planning
Pension Reviews
Wealth Management
Details
- Year established: 2002
Highlights and features
- We have over 20 years of experience in independent financial planning
- Our team includes Chartered Financial Planners with industry-leading qualifications
- We offer free impartial pension reviews for qualifying clients
- FCA regulated with Financial Services Register reference 457901
- Personalised approach combining investment expertise with tax planning strategies
Associations and certifications
- Financial Conduct Authority
Services
Pensions Advice
We help clients consolidate multiple pension policies into contemporary pension plans. Our FCA-regulated advice covers tax-free lump sums, income drawdown options and annuity selection. With experience working with major providers like Aviva and AXA, we provide impartial guidance for those approaching retirement.
Investment Management
We assist clients in consolidating ISAs, investment bonds and unit trusts into single investment platforms. Our approach balances risk management with growth potential, helping clients understand their investment risk exposure while navigating low-interest rate environments and inflationary pressures.
Inheritance Tax Planning
Our tax planning services identify legitimate strategies to reduce or eliminate inheritance tax liabilities. We help clients assess their estate value, including property and personal assets, and implement solutions to protect family wealth while considering HMRC regulations and thresholds.
Pension Reviews
We offer free impartial pension reviews for clients with over 200,000 in pension funds. Our service evaluates investment performance, transfer penalties and guaranteed benefits to recommend improved pension arrangements tailored to individual circumstances.
Annuity Advice
We guide clients through annuity selection using the Open Market Option. Our advice considers enhanced annuity rates, spousal continuation options and alternative retirement income strategies to ensure clients secure the most suitable lifetime income solution.
People
Marc Allsopp
Director of Financial Planning
Chartered Financial Planner with 25+ years' experience from Aston Business School graduate. Former roles at Aviva and AXA, specialising in complex financial planning solutions and retirement strategies.
Catherine Allsopp
Operations Director
Nottingham University first-class honours graduate with specialist taxation and pensions qualifications. Extensive board-level experience in FCA-regulated environments, managing operational aspects of financial planning services.
Questions
What financial services do you specialise in?
We specialise in pensions advice, annuity planning, investment management, inheritance tax planning and pension reviews for clients with over £200,000 in pension funds.
Are you regulated by any financial authority?
Yes, we are authorised and regulated by the Financial Conduct Authority (reference 457901) for our financial planning services.
Do you offer free pension reviews?
We provide free impartial pension reviews for clients with total pension funds exceeding £200,000 to assess investment performance and transfer options.
How do you help with inheritance tax?
We identify legitimate strategies to reduce or eliminate inheritance tax liabilities by assessing estate value and implementing tax-efficient wealth transfer solutions.
What areas do you cover?
Based in Birmingham's Jewellery Quarter, we serve clients across the UK with independent financial planning services since 2002.
