Allan Investment Management Limited

Reference number: 446801

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Authorised by the FCA

This firm is on the FCA register and authorised to carry out regulated activities.

Website, phone number and address

Compare these against whatever you were given. Scammers clone real firm names and reference numbers but use their own phone number and website, so a detail that does not match the register is the clearest warning sign there is.

In the full report: 3 background checks

  • When aim-ifa.co.uk first appeared online, and whether it can receive email
  • What kind of line 01604 623770 is
  • Who else gives the postcode NN1 1JX
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Other names (2)

If you were contacted under any of these names, it is this firm.

  • Bowker Davies Dodgson Trading name
  • Allan Investment Management Ltd Former name

FCA permissions and consumer protection

  • Give regulated advice FSCS may apply
    A claim for unsuitable advice is itself FSCS-protected, up to the limit that applies to the product you were advised on.
  • Manage or trade investments FSCS may apply
    Eligible investment and pension claims are typically FSCS-protected up to £85,000 per person, depending on the product and your circumstances.
  • Complaints Ombudsman, free
    You can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.
Show FCA detail (6 permissions)
  • Advising on investments (except on Pension Transfers and Pension Opt Outs)
  • Advising on P2P agreements
  • Advising on Pension Transfers and Pension Opt Outs
  • Arranging (bringing about) deals in investments
  • Making arrangements with a view to transactions in investments
  • Providing basic advice on stakeholder products

FCA disciplinary action and complaints

No FCA disciplinary action.

The Financial Ombudsman Service only publishes complaint figures for firms with 30 or more new complaints in six months, so there are none here for this firm.

Companies House record

The company behind the firm: its status, age, registered office and directors.

Company number
05638232
Company status
Active
Company type
Private limited company
Incorporated
28 November 2005 (20 years old)
Registered office
18 Castilian Street, Northampton, NN1 1JX, United Kingdom
Nature of business
  • Financial intermediation not elsewhere classified (SIC 64999)
  • Life insurance (SIC 65110)
  • Life reinsurance (SIC 65201)
  • Pension funding (SIC 65300)

Directors and company secretaries

Name Role Born Appointed Other companies
Diane Christine Allan Director Aug 1961 29 Nov 2005 None
Iain Gordon Allan Director Sep 1953 27 Jun 2006 None
Diane Christine Allan Secretary Not published 29 Nov 2005 None

In the full report: every company its directors have run

  • Confirmation that these 2 directors run no other company
  • All 4 people who have been directors, with their dates
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Filed accounts and finances

Year to 31 December 2025Small company accountsNot audited

Net assets

£52.3k

+24% from £42.3k

Cash at bank

£22.9k

−35% from £35.1k

Employees (average)

0

−100% from 2

Owed within a year

£8,269

−24% from £10.9k

Assets and liabilities

In the full report: all 6 years of accounts

  • Every year from 2019 to 2025
  • The chart, over every year
  • Every filed figure, year by year
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About these figures
Turnover
Money taken from sales in the year, before any costs.
Profit before tax
What was left after the year’s costs, before corporation tax. A minus figure is a loss.
Net assets, or total equity
Everything the company owns minus everything it owes. A minus figure means it owes more than it owns.
Total assets and total liabilities
Everything the company owns, and everything it owes, on the last day of the year. The gap between them is its net assets.
Cash at bank
Money in the company’s accounts on the last day of the year.
Owed within a year, owed after a year
Debts and bills due in the next twelve months, and those due later.

There is no turnover or profit: small companies do not have to publish them.

Accounts filed at Companies House for company 05638232. Every figure is as filed, apart from total assets and total liabilities, which are added up from filed figures. Nothing is estimated.

Key dates in its history

Allan Investment Management’s history from the FCA register and Companies House, newest first.

Key events (7) All events (14)

2025

26 March 2025

  • Changed its registered name from "Allan Investment Management Ltd"

FCA register

2016

1 July 2016

  • Diane Christine Allan became a part-owner (25–50% of shares)
  • Iain Gordon Allan became a part-owner (25–50% of shares)

Companies House

2013

1 April 2013

  • Regulated by the FCA from this date

FCA register

2006

1 March 2006

  • Regulated by the Financial Services Authority from this date
  • Became authorised by the FCA

FCA register

2005

28 November 2005

  • Incorporated at Companies House

Companies House

In the full report: all 14 events

  • All 14 events in its history (7 shown here)
  • Every director appointment and resignation: 4
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Firms like Allan Investment Management

Other firms of the same type (financial adviser), nearest first.

In Northampton

Barry Johnson Financial Services LimitedNorthamptonAuthorisedBelmont Associates LimitedNorthamptonAuthorisedChristopher Charles Financial Services LimitedNorthamptonAuthorisedCuro Holdings LLPNorthamptonAuthorisedDavid Michael HuntNorthamptonAuthorisedDavid Williams I F A LimitedNorthamptonAuthorised

Firms are listed by type and location, best known first. Being listed is not a recommendation: check any firm before you deal with it.

Get the full report on Allan Investment Management

Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.

  • Every company its directors have run, named
  • 3 background checks on its contact details
  • 6 years of accounts, charted
  • All 14 events in its history

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Frequently asked questions about this firm

Is Allan Investment Management Limited FCA authorised?
Yes, Allan Investment Management Limited (FRN 446801) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since March 2006 and works as a financial adviser. The FCA has placed no limits on its permissions.
What is Allan Investment Management’s phone number and website?
The FCA register lists the phone number 01604 623770 and the website aim-ifa.co.uk for Allan Investment Management. If you were given different contact details, use these to check with the firm before going any further.
Is Allan Investment Management a scam or clone?
Allan Investment Management is a genuine FCA-listed firm, and the FCA has published no warnings about fake versions of it. Scammers do copy real firms, though, so check that any contact details you were given match the ones on the register.
Is my money safe with Allan Investment Management?
Its FCA permissions do not allow it to hold or control client money. It depends on the product, but eligible claims may be protected by the FSCS. You can also refer complaints about Allan Investment Management to the Financial Ombudsman Service, free of charge.
Who owns Allan Investment Management?
Companies House lists 2 people with significant control of Allan Investment Management: Mr Iain Gordon Allan (25–50% of shares) and Mrs Diane Christine Allan (25–50% of shares).
Who runs Allan Investment Management?
Companies House lists 2 directors of Allan Investment Management: Diane Christine Allan and Iain Gordon Allan.
How long has Allan Investment Management been in business?
The company was formed on 28 November 2005, and has held its current FCA authorisation since March 2006.
What do Allan Investment Management’s latest accounts show?
Its latest accounts, to 31 December 2025, show net assets of £52.3k (+24% from £42.3k) and cash at bank of £22.9k (−35% from £35.1k).
Does Allan Investment Management use any other names?
It trades as Bowker Davies Dodgson. It has previously used the name Allan Investment Management Ltd.

Sources and links

The full report on Allan Investment Management Limited

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