Switch and Save

At Allied Financial we are always putting our clients first. We are not tied to any particular insurance company, Our loyalty is to our clients.

  • Whether you have an existing policy or are about to pay for a new one, we will run a comparison search to see how your premiums can be reduced.
  • Whether you have an existing policy or are about to pay for a new one, you should do your own comparison search below to see how your premiums can be reduced offering you financial advice review on all your policies.

Switch and Save Life and Mortgage Protection

Some life cover can prove to be quite expensive over time but costs can be cut. Life Insurance is a key product we tend to buy at key life moments and it’s also the least likely financial product we’ll ever switch, but the team at Allied Financial will review, offering you finaicl advice.

Equally Mortgage protection is relatively cheap, but it can prove to be expensive over time. At Allied Financial, we advise that if your circumstances change, it is important to review your level of cover, the benefits and the costs.
Check the Life Cover Calculator


Switch and Save Pension Plan Review

Whether you have, had or need a pension, get the retirement plan that will give you the lifestyle that you want, when you retire. We are living longer and healthier lives and this will continue to increase over time, which can cause a gap in your retirement finances. Contact us, we’ll review your current pension status with no obligation and advise you on the best option to support your retirement plan or indeed create your retirement plan goal. Calculate now what you need to put away for later.  Sound financial advice will support you savings for the future.

Check the Pension Calculator

Switch and Save on your Savings and Investments

You work hard for your money and we want to see your money work for you.
Whatever your reason for saving, it is a good idea to save some money on a regular basis. Arrange an appointment with Allied Financial and we’ll give you the right information on the types of savings accounts and investment opportunities available to suit your current financial circumstances. Investing is usually for the medium to long-term so your investment has time to increase in value. You need to be comfortable that the level of risk you are taking suits your circumstances. At Allied Financial, we say it’s important to talk to us about the level of risk you are prepared to accept and what it will mean to the returns you can expect.
Take a quick look at your monthly income and expenses with our budget calculator. This will give you an idea on how much money you have available to save.


Ready to have a conversation?

If you’d like to have an informal, no obligation, conversation about how we can help you Start Saving today, please get in touch.