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    Allan-Wring Associates Ltd

 

About Us

 

Allan-Wring Associates Ltd was established in Salisbury in 1986.  We pride ourselves in offering independent financial advice with a first class quality of service.

After an initial meeting we will provide you with a written report detailing our recommendations.  Then we would expect to meet you again to discuss it further answering any queries you may have.

We also work together with solicitors and accountants ensuring our clients have the best possible partnership working together on their behalf.

 

 

 

Why Choose an Independent Financial Adviser?

 

There are two types of financial adviser, tied and independent.  A ‘tied representative’ can only recommend and advise on their own company’s products.  However, we as Independent Financial Advisers are not limited to just selling one company’s products.  We can select the best company and contract to suit your specific needs from hundreds of providers and products available.

When you buy Independent Financial Advice you are purchasing the skill of a qualified professional much in the same way you would seek advice from a solicitor or accountant.  We are happy to work on either a fee or commission basis, providing a service that meets your requirements.

 

 

Statement of Professional Standing

 

All of our consultants have been awarded MLIA (dip) by the Life Insurance Association (LIA), one of the largest professional group of financial advisers in the UK.  MLIA (dip) indicates membership by Diploma.  

We have a commitment to ongoing training and development, ensuring our knowledge and skills are always up to date, keeping abreast of the latest products.  This means our clients receive the best possible solutions to meeting their needs and objectives.


 

Our Advisers and Staff

 

 

Michelle Wrigley MLIA (Dip)

Michelle Wrigley, Managing Director of Allan-Wring Associates Ltd, joined the company keen to encourage a fresh but professional approach to the industry.  She is responsible for setting up many partnerships with solicitors and accountants and plays a prominent role within the corporate department.e-mail Michelle Wrigley

 

Simon Radley ALIA (Dip)

A senior consultant, Simon is a highly qualified professional who has more than fifteen year’s experience within the insurance industry.e-mail Simon Radley

 

Richard Barnes MLIA (Dip)

Richard joined Allan-Wring Associates Ltd in January 1997 as a senior consultant, with five years previous experience as a financial adviser.e-mail Richard Barnes

 

Stephanie Knight

Stephanie joined Allan-Wring in September 1997 and is the Office Manager.  She ensures the smooth day-to-day running of the company and can help you if you have any questions, or wish to know more about the services we offer, please do not hesitate to contact her. e-mail Stephanie Knight

 

Diane Blackman

Diane joined Allan-Wring in March 2000 and is responsible for the compliance needs of the firm as well as setting up and running the Mortgage Desk and marketing for the company.  She is also responsible for the ongoing training and development of the advisers.  She has over twelve years experience in the Financial Services industry.e-mail Diane Blackman

 

David Inglis

David joined Allan-Wring in the summer of 2002 to assist the consultants.  He holds the Financial Planning Certificate and has previously worked for 2 large firms of Independent Fiancial Adviser's in London.e-mail Diane Blackman

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