0330 038 8940
Based in Annan
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: December, 2020
4.8 out of 5
Checks carried out by VouchedFor
FCA Regulated
Allan and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 27 March 2025
26
Recent Client Reviews
Allan has received 26 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 30 December 2024
Qualifications Uploaded
Allan has not yet added their qualifications to their profile
Qualifications not yet added
Transparent Fees
Allan has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Allan has provided information on their typical fees
3
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Allan (based on 3 first impressions)
100% of users who are not yet clients had a positive first experience with Allan
Checks carried out by VouchedFor
FCA Regulated
Allan and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 27 March 2025
26
Recent Client Reviews
Allan has received 26 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 30 December 2024
Qualifications Uploaded
Allan has not yet added their qualifications to their profile
Qualifications not yet added
Transparent Fees
Allan has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Allan has provided information on their typical fees
3
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Allan (based on 3 first impressions)
100% of users who are not yet clients had a positive first experience with Allan
I have worked in Financial Services for more than 35 years I previously worked with Prudential and established Carron Financial Services in June 2005. I have overseen the continued growth of the company with private and business clients throughout Dumfries & Galloway and the Borders. During this time I have provided advice on all areas of financial planning to a wide ranging portfolio of clients. To ensure clients receive a first class bespoke service I constantly keep fully informed of tax and legislative changes which could impact on the financial wellbeing of my clients. I hold the Chartered Insurance Institute’s Diploma in Financial Planning.
Offers available through VouchedFor
Contact Allan through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Allan's clients
Based on responses provided by clients who have reviewed this adviser
Clients' level of financial expertise
Household income
Savings
Clients' level of financial expertise
Repeat review
by a verified client in Dumfriesshire
2 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Allan Moffat helped you since your last review?
He has advised us on our investments and advised my wife on her pension
Repeat review
by a verified client in Lancashire
2 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Allan Moffat helped you since your last review?
Yes.
Repeat review
by a verified client in Dumfriesshire
2 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Allan Moffat helped you since your last review?
given advise as and when needed
Repeat review
by a verified client in Dumfriesshire
2 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Allan Moffat helped you since your last review?
Successful claims of our private pensions. Very easy to work with and no pressure we will continue to invest with him. In this world nowadays where there are so many people being scammed it is a pleasure to know we are working with someone we can trust. Thankyou Allan
Repeat review
by a verified client in Dumfriesshire
2 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Allan Moffat helped you since your last review?
Looking after my investments
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