Client Testimonials

  • I needed advice regarding long term savings / saving for retirement. Explained everything in plain English, didn't over promise and gave me a clear understanding of what I need to do to achieve my goals. An investment strategy has been put in place and I am happy with and understand the plan.

    WHAT COULD THEY HAVE DONE BETTER?

    I don't feel I could suggest anything else Allie could have done better, she is a pleasure to deal with and I always know where I stand.

    John, Merseyside - July, 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!!!

    Marta, Lancashire - July, 2015
  • 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.

    Robin, Lancashire - November, 2014
  • Allie was extremely helpful and just knew exactly what we needed and what would be best for our situation. I was completely confident that Allie would carry out all our requirements. She was so helpful and never minded me continuously contacting her to clarify my understanding of any issue. Everything was delivered on time and completed on time. The after service we received was personal and made me feel a valued customer. I would recommend using Allie and will definitely be contacting her for any further financial service we need.

    Emily, Merseyside - November, 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..!

    Gail, Merseyside - October, 2014
  • Allie was recommended to us and we wish we had took her advice sooner. She helped us sort all our finances out and helped us choose the correct mortgage for us. We had policies in place for life cover etc but after speaking to Allie we changed all these to suite our needs. She was very helpful and patient with us and explained everything to ensure we understood. We are now very happy with everything we have in place because what we had was totally wrong for us and thankfully Allie reviewed everything for us.

    WHAT COULD THEY HAVE DONE BETTER?

    Nothing all went very smoothly

    Sarah, Merseyside - October, 2014
  • The service that myself and my family have received over the years that we have been with Allisons Financial services have been second to none.The care and attention to detail is excellent and I would not hesitate in recommending all the services they offer.

    WHAT COULD THEY HAVE DONE BETTER?

    Nothing

    Graham, Cheshire - October, 2014
  • Fantastic service from start to finish and everyone goes that extra mile to help. All enquiries and queries dealt with promptly and I wish we had found Allie Baglow sooner. We would definitely recommend Allie to everyone and I am sure like myself they will not be disappointed by the excellent service. All the team that work with Allie are a credit to her and In the future I will not hesitate to use Allie Baglow again.

    Sarah, Lancashire - October, 2014
  • Allie and her team handled our finances in our attempt to get a help to buy scheme mortgage. They provided one of the most professional services I or my partner have ever come across and will be happy to recommend them to anyone who is seeking financial advice. A pleasure to deal with and nothing we could ask of them was too much trouble.

    Al, Merseyside - October, 2014
  • Allie contacted us promptly by telephone and took down the details of our query. She then responded by email and reassured us that our financial strategy was sound and that we should contact later to discuss Equity Release. This was free advice...!!!

    WHAT COULD THEY HAVE DONE BETTER?

    Nothing could be better.

    John, Cheshire - August, 2014
  • Never having dealt with an IFA I was a little apprehensive as the world of finance leaves me baffled, but from our first meeting Allie was very approachable and made me feel at ease. She explained everything simply and clearly and consolidated my messy finances with complete professionalism. I would highly recommend Allie and Allisons Financial Planning.

    WHAT COULD THEY HAVE DONE BETTER?

    Nothing

    Joan, Cheshire - May, 2014
  • 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.

    Christine, Devon - May, 2014
  • Allie has the expertise and knowledge to listen to what you you want from your pension pot. Then she will put forward several options and ask you to decide which one or more than one, you feel is right for you. She then explains each in great detail so that you can reconsider or go with your first option. Each option is carefully formatted so as to be understood by anyone whether extremely well educated or like me a school leaver at fifteen. You are able to make an informed decision by using Allie's guidance and opinion but without being channelled down one road or the other.

    Roger, Cheshire - May, 2014
  • Allie keeps me up to date with all the latest mortgage news and replies promptly to my questions. She has helped me every step of the way by re-assuring and going through all of the available options.

    WHAT COULD THEY HAVE DONE BETTER?

    To be honest, nothing! I would highly recommend her.

    Amy, Staffordshire - May, 2014
  • Excellent service all round, helped get everything sorted.

    Ian, Flintshire - May, 2014
  • I cannot speak highly enough about the service I was given not only by Allie herself but by Helen and Sam her two highly efficient and friendly assistants. I have known Allie for years and yet again she made the whole process of sorting out my mortgage and life assurance so straightforward and easy. The team kept me up to date and took away all the stress!!I always recommend Allie to any of my friends who need someone to help them find their way through the financial maze .... she makes it all so easy. Thanks Allie

    WHAT COULD THEY HAVE DONE BETTER?

    I cannot think of anything she could do better

    Chris, Cheshire - March, 2014
  • Thanks to Allie for advising me of my options. She was fantastic at explaining things and keeping me up to date.

    Amy, Staffordshire - March, 2014
  • Allie has been supporting us for many years and we have total confidence and trust in her guidance and advice. Her friendly and patient approach makes her the perfect advisor. Would be lost without her! Highly recommended.

    Gavin, Cheshire - February, 2014
  • Very organised and straight to the point and always makes me feel reassured with her advice. Very much recommended.

    WHAT COULD THEY HAVE DONE BETTER?

    Nothing at all.

    Dave, Merseyside - January, 2014

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Other Areas of Expertise

    • Wealth Management

      Wealth, just like your health, must be carefully preserved. Your assets need to be protected against the potential threats of erosion by taxation, the effects of inflation and investment risks.

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    • Taxation

      Taxation can be very complicated and the rules, reliefs and allowances often change, so it is worth obtaining a clear grasp of how these taxes work by discussing with a professional adviser

      ...

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    • Savings & Investments

      When someone talks about savings and saving money, it could be referring to a piggy bank or a high interest deposit account. Savings are effectively cash or cash instruments, such as deposit accounts, term bonds etc.

      ...

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    • Pensions

      When you retire you still need food and shelter as an absolute minimum, but of course you will want to maintain the lifestyle to which you have become accustomed, so unless you can guarantee a large inheritance

      ...

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    • Mortgages

      Your mortgage is probably the largest financial transaction and commitment you are likely to undertake. Surely then you should seek mortgage advice which is individually tailored to your needs

      ...

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    • Household Insurance

      There are two types of household insurance - buildings and contents. They are separate entities and you can either search for two individual policies, or buy them as a joint policy from one source, which is a 

      ...

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    • Life Assurance

      The main purpose of Life Assurance is to provide money for those people who may depend on you financially, in the event that something should happen to you.

      ...

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    • Health Insurance

      Health Insurance is probably one of the most important types of insurance you can own. Without it, an illness or accident can have serious long-term financial implications for you and your family.

      ...

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    • Financial Planning

      Professional Financial Planning is the process which aims to help you realise your ambitions - whatever they may be. As professional financial advisers we can help you make informed decisions

      ...

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    • Equity Release

      There is a range of equity release schemes available on the market offered by reputable equity release providers, and they fall into two main categories, Lifetime Mortgages and Home Reversion Plans.

      ...

      Read more
    • Business Insurance

      All businesses are exposed to risks in their day-to-day operations. Without insurance cover to provide protection against some of these risks, businesses would find it difficult to operate efficiently and profitably.

      ...

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London Stock Exchange

Value Move %
FTSE 100
7523.23 +0.19 +0.00%
FTSE 250
17256.76 +133.35 +0.78%
FTSE 350
4180.73 +0.63 +0.02%
FTSE All Shares
3863.35 -34.14 -0.88%
Dow Jones
0 -100%
Nasdaq
6629.0532 +23.9863 +0.3632%

Currencies

Value Move %
GBP/EUR
1.1182 +0.0082 +0.7387%
GBP/NOK
10.5230 +0.0982 +0.9420%
GBP/SEK
10.7551 +0.0693 +0.6485%
GBP/USD
1.3185 +0.0035 +0.2654%

For more Market Data click here

Biggest Movers

Value Move %
EVRAZ PLC ORD USD1.00
327.10 +10.70 +3.38
STANDARD LIFE ABERDEEN PLC
410.80 -16.00 -3.75