Expanded into a Ltd company is 2004, Allisons Financial Planning Ltd has gone from strength to strength. We have a strong reputation for being able to offer impartial honest advice to our rapidly growing, local, national and international client list. Now boasting our own mortgage division and corporate financial planning department, clients and companies alike are able to obtain unbiased Independent Financial Advice on a commission or fee paying basis.
Services
We're here to help you make the right informed choices, so you and your family can enjoy the most life has to offer, with the utmost peace of mind. There are so many things to plan for. Your first home. Getting married. Having children. And let's not forget that bucket list and the legacy you leave behind.
We wouldn't be anywhere without our values. They're the foundation on which Allisons is built and the compass that guides every decision we make. Yet while they may be a set of values unique to us, they're really about how we serve you. Because without the right culture in place, we wouldn't be able to provide such friendly, caring, impartial advice.
Our story isn't just about the growth of a business. It's as much the personal journey of our founder and Managing Director, Allie Baglow. Here's a look at how we've grown over the years and built up our wealth of experience in financial planning. As we continue to take on more clients, we buy our own home; The School House in Cross Pit Lane, Rainford.
Whether you're planning for those big life events, or looking to grow your business, we're here to support you every step of the way. Because whatever the ups, the downs, the joys or the challenges, we believe everyone should feel confident their future is taken care of. And that goes for business owners too.
With life being so busy, it's no wonder so many of us don't give our personal finances the attention they deserve. Unless you're an expert, you probably aren't aware of all the ways you can maximise your wealth, while protecting it from taxes. And then there's the question of who to turn to for advice.
Reviews (13)
Chris Ashall
Feb 12, 2022
Chris Parry
May 22, 2021
Lindsay
Nov 19, 2019
Marcus Nicholson
Mar 06, 2019
Marcus
Jan 23, 2019
Josh Hand
Mar 30, 2018
Kimberley
Oct 15, 2017
It was our first mortgage and needed someone to remove the jargon and help us understand the process. As my husband was a student, our situation was a little bit more difficult than the average application and we wanted to make sure we were getting the best deal.
Allie was very friendly and easy to talk to on meeting, as was her assistant Kirsty.
With both our first mortgage and re-mortgage, Allie and Kirsty were extremely efficient and always on hand to answer any questions, no matter how silly they seemed. Being able to go through the process over email made things much quicker and I never once had to worry or chase up a query as I knew it was being dealt with by people I trust.
Allie was very friendly and easy to talk to on meeting, as was her assistant Kirsty.
With both our first mortgage and re-mortgage, Allie and Kirsty were extremely efficient and always on hand to answer any questions, no matter how silly they seemed. Being able to go through the process over email made things much quicker and I never once had to worry or chase up a query as I knew it was being dealt with by people I trust.
Ella Rae Wilson
May 02, 2017
I recently remortgaged my house with this company and had the pleasure of dealing with Sarah who was both extremely efficient and swift with my new mortgage.
Sarah made sure that she had covered every option available (given my unique circumstances!) and sought out an amazing deal for me! I am delighted with my new mortgage and at no time was I made to feel pressurised into signing.
All the team work extremely hard and genuinely care about their job, particularly in doing the right thing for the customer. I have no hesitation in recommending Sarah and Allisons FP, You won't regret it! Thanks guys
Sarah made sure that she had covered every option available (given my unique circumstances!) and sought out an amazing deal for me! I am delighted with my new mortgage and at no time was I made to feel pressurised into signing.
All the team work extremely hard and genuinely care about their job, particularly in doing the right thing for the customer. I have no hesitation in recommending Sarah and Allisons FP, You won't regret it! Thanks guys
Marta
Jul 17, 2015
Looking for advise to re-mortgage. One consultation put me on the road to a much more secure financial situation. Allie was understanding, put me at ease and offered extremely professional and clear advice. The outcome of the consultation was beyond what I was looking for. I was very negative about my situation, but Allie turned that around and has given me renewed confidence, I left that office with a BIG smile on my face.
WHAT COULD THEY HAVE DONE BETTER? I can honestly say, from the moment I walked in nothing could have been done better!!!
WHAT COULD THEY HAVE DONE BETTER? I can honestly say, from the moment I walked in nothing could have been done better!!!
Gail
Oct 10, 2014
I can not recommend Allie & her team highly enough..! They assisted with all aspects of our mortgage application & worked so hard to ensure we got the best one for our requirements! They took all the hassle out of what would have been a very stressful process for us. They were on hand to deal with all our queries, no matter how silly and we would have been lost without them..!
They also sorted out our mortgage protection cover and home insurance..! If you are looking for financial advice of any kind, then look no further than Allie - I doubt you would find anyone better or more dedicated!
They also sorted out our mortgage protection cover and home insurance..! If you are looking for financial advice of any kind, then look no further than Allie - I doubt you would find anyone better or more dedicated!
Neal Moran
Oct 02, 2013
Allison was very professional and made myself and my partner very comfortable filling us with confidence. Allie advised us on our mortgage options, life insurance, pensions and savings. Independent financial advice to me is the way to go Allison searched the marketplace for the best deals to suit our situation. We would recommend Allisons Financial Planning to any of our friends.
Christine
Allie has always been very patient and helpful to me. She understands my situation and never tries to push me to take any steps I am not completely happy with. I am only a small investor but she treats me like a personal friend and seems as pleased to act for me as I would expect an adviser to be for someone investing millions! Everything is clearly explained and Allie is always happy to answer any queries I may have, however trivial they may be. I understand she monitors the markets constantly and I believe she really knows her field and works hard for her clients.
Robin
Allie is very approachable and quite charming. This is supported by a sound knowledge of the subject. She shares her knowledge in a very reassuring style and has inspired great confidence in her advice. She is more than willing to come to see you at your convenience. I feel my money is safe in her hands.
WHAT COULD THEY HAVE DONE BETTER? Difficult to see failings although during recent move of office communications were slightly delayed but that has now been resolved.
WHAT COULD THEY HAVE DONE BETTER? Difficult to see failings although during recent move of office communications were slightly delayed but that has now been resolved.