Following his father into the business, Allen feels that he has been involved in the financial services industry from birth.

Now, with a career already spanning four decades, Allen is looking forward to the future with vigour having become one of the industry’s elite and achieving the status of becoming a Chartered Financial Planner in 2018.

Allen has the knowledge and experience that clients need to be confident that their finances are in safe hands.  It has been stated by many of his clients that they wouldn't trust anyone else to look after their finances. He believes in traditional values, such as keeping promises, and in treating people the way you would wish to be treated yourself.

Allen invites you to contact him if you would like to chat about your investment and retirement planning requirements. He will then be able to decide if he can help bring you closer to achieving your financial goals or simply manage your affairs more effectively.

Commencing his career in the 1980’s and working with many hundreds of clients of both a private and corporate background, Allen Salter is a firm believer that his true role is in solving financial problems, and in making those solutions, however complex in nature, understandable.

Specialising in the provision of tax-efficient investment planning for individuals, businesses and trusts*, a commitment to the highest standard of personal service has resulted in a substantial proportion of Allen’s clients being derived from recommendations from fellow professionals especially in the legal and accounting fields. Allen has also lectured to fellow practitioners.

*Trusts are not regulated by the Financial Conduct Authority.