Investments & pensions (Via our associate)

In today’s complicated and strictly regulated financial services market, providing independent financial advice requires specialist knowledge.

We make use of our wide range of professional contacts to ensure you have a suitable independent adviser and we work with them to provide you with impartial advice in areas such as:

  • Pension schemes / Auto Enrolment
  • Life assurance
  • Critical illness cover
  • Private medical insurance and care plans
  • Individual savings accounts and
  • Investments
  • Retirement planning

Require more information?

If you would like more information or would like to speak to us direct then call us on 01202 730736. Or if you would prefer, ask us a question online.

Home | Contact us | Site map | Accessibility | Help | Disclaimer | Privacy Notice |

© 2019 Richard Allen & Associates. All rights reserved.
Accountants in Poole


Richard Allen & Associates is the trading name of RA & A (Accountants) Limited.
Registered Office: 21 Church Road, Parkstone, Poole, Dorset, BH14 8UF.
Company Registration Number: 03744706. Registered in England and Wales.