Alliott Graham Brown Financial Planning Ltd is the financial planning arm of Alliotts, Chartered Accountants and Business Advisors.
As IFAs operating from offices in Guildford and central London, we provide independent financial advice and a wide range of services for individuals and businesses. These include our comprehensive Lifestyle Financial Planning Service, our cash flow modelling service which complements our core services.
AGB was formed in 2007 through the merger of two long established Guildford-based financial planning teams. Graham Brown companies can trace their routes back to 1929 and Alliotts even further. Our advisers have an average of over 30 years experience in financial services and our dedicated administration team is similarly experienced.
We provide a highly personalised service; our goal is to provide all our clients with financial peace of mind and we take time to ensure we fully understand all your requirements. We recognise that every client’s needs and concerns are unique and our financial plans are tailored to meet the individual’s specific requirements.
As members of SIFA (Supporting Impartial Financial Advice – formerly Solicitors for Independent Financial Advice) we work closely with a number of firms of solicitors to help them provide their clients with access to a wider range of services than are traditionally available from a law firm.