Allan Perry

Allan Perry

Ascot Lloyd

Minimum savings/pensions: Any amount

0118 443 0388
Based in Reading
View location

Top Rated 2025
Verified since: December, 2023

4.8 out of 5

149 reviews


Checks carried out by VouchedFor

  • FCA status: Certified by Firm

    Last checked: 26 March 2025

    Allan is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Allan's status

  • 61

    Recent Client Reviews

    Verified reviews: 100%

    Allan has received 61 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 27 January 2025

    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.

  • Qualifications Uploaded

    Qualifications not yet added

    Allan has not yet added their qualifications to their profile

  • Transparent Fees

    Allan has provided information on their typical fees

    Allan has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below

Checks carried out by VouchedFor

  • FCA status: Certified by Firm

    Last checked: 26 March 2025

    Allan is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Allan's status

  • 61

    Recent Client Reviews

    Verified reviews: 100%

    Allan has received 61 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 27 January 2025

    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.

  • Qualifications Uploaded

    Qualifications not yet added

    Allan has not yet added their qualifications to their profile

  • Transparent Fees

    Allan has provided information on their typical fees

    Allan has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below

Allan has not provided any information yet.

£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).

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Capital at Risk The FCA does not regulate tax/trust planning. Tax Rules are Subject to Change.