Client Testimonials

  • I had redundant pension pots and wanted to bring them together to help create a better retirement fund. Allie set up a meeting and was very clear and precise with questions I had and I came away satisfied.

    Daniel, St Helens – November 2021
  • Allie put all our pensions together to make it easier to manage and forecast and set up Isa’s to run alongside them.

    Peter, St Helens – November 2021
  • I was recently widowed and wanted advice to help with investing money and consolidation pensions to plan for my retirement. Allie helped by being completely transparent in how she could help me and what would be my best options based on my risk assessment.

    Mary, Liverpool – November 2021
  • I was very sceptical about investing my hard earned cash until my introduction to Allie and her team, who were always there when I needed a chat. Allie gave me very sound advice, which I am delighted to say, have seen my investments go from strength to strength

    Jo, Merseyside – June 2021
  • Allie provided me with a full service through from organising life insurance, health cover and pension. The service was tailored to my needs and levels of cover, different options available were clearly explained. The team who dealt with the administration of putting the policies and coverage in place were professional and patient.

    Tom, London - June 2021
  • Friendly expert advice which is working for me through various scenarios during the last 10 or more years. I have recommended family and friends to Allie and they all report how pleased they are with her products and advice

    Mike, Merseyside - June 2021
  • Allie was extremely professional and gave invaluable advise on a matter that I had little knowledge about

    Rebecca, Lancashire - September 2021
  • I have used Allie's services for a number of years now and have found her to be superb. She is the utmost professional who clearly listens to and understands the needs and expectations of her customers and is able to translate them in to a financial package to suit. I look forward to working with her for many years to come.

    Adam, Lancashire - September 2021
  • Allie has been my advisor for many years and has always treated me and my wife with the utmost professionalism. Her advice has protected my retirement fund for many years.

    Geoff, Merseyside - September 2021
  • I've used Allie's service a few times for mortgages and remortgages and really can't recommend her highly enough - she really listens to what it is I'm wanting to achieve and quickly finds products that match that. Her advice is excellent: so well-informed but easy to understand, which helps me feel confident in making a decision from her advice, rather than just feeling railroaded into anything. I've found her very warm and helpful on every occasion.

    Nic, Wirral – September 2021
  • Overall Rating: 5/5

    Quality of Advice: 5/5

    Quality of Service: 5/5

    Value for Money: 5/5

  • Quality advice, guidance and support.

    Bryan, Lincolnshire – March 2021
  • I have been dealing with Rhian for over 10 years, she is a credit to your team.

    Valerie, Cheshire – January 2021
  • I was having trouble finding a high street lender in my return from living overseas.  I’ve used Allie’s help twice. On the first occasion I was moving back to the UK after several years working overseas. Despite returning to a senior role I was getting turned down everywhere on the high street. Allie found me a mortgage with a provider who permitted me to provide documentation from my US bank. More recently I moved to London. My experience had been so positive before I didn’t hesitate: Allie found me a fantastic rate and helped me into my first London property without missing a beat.

    Simeon, London – January 2021
  • Allie is an excellent communicator with a lot of experience and knowledge. I felt she understood our circumstances and aspirations well and gave us informed options. She advised us on the best options based on our financial position. It was a balanced approach that meant we didn't overstretch ourselves too far, to ensure if we came across difficult financial times, we could still afford the payments.

    Jonathan, Merseyside – January 2021
  • Allie helped me by looking at all of my ingoings, outgoings before asking me to complete forms about how I spend my money. We met and discussed what I wanted to achieve from my funds, Allie was super informative and helpful in providing all the information I needed to make an informed decision.

    Steve, Cheshire – January 2021
  • Allie and I spoke at length about my SIIP, company pension etc. Allie didn’t sway me away from how I invested and do something else instead. I really felt she was thinking of my personal interests. I feel I’m on the right track and I have taken her advice on setting up a will.

    Ian, Merseyside - November 2019
  • Allie got us a fantastic mortgage and explained all aspects of the deal. The flexibility of the mortgage was really important to us as we were keen to over pay. Allie is thorough, knowledgeable and very easy to deal with, we have been very happy with her services.

    Lindsay, Merseyside - November 2019
  • Allie helped with every aspect and gave sound advice regarding investment and mortgages.

    Janet, Cornwall - November 2019
  • Allie actually visited us at our home address and fully assessed our needs then conducted a risk assessment on both of us to see how it might affect us on a non financial way also. I honestly can’t fault the service Allie and her staff have provided, from the minute you go in the office you are made to feel very welcome and nothing is too much trouble. I would highly recommend Allison’s financial services.

    Jill, Merseyside - November 2019
  • Allie listened to my concerns and advised in the best possible way where my divorce settlement pension and my own pensions would work best for me. I am financial better off now than when I worked. Allie truly had everything covered.

    Sue, Cheshire - November 2019
  • Retiring and having several pensions I wanted them to work as effectively as possible. Also advice on how to get the best return on our savings. Allie listened to us and asked pertinent questions about what was important to us.

    Ann, Merseyside - November 2019
  • I was coming up to retirement age and needed some expert advice on my future pension income. Allie visited my wife and I at home and we discussed everything regarding our finances. She took all our details away and returned with several plans for our future income and wellbeing. I cannot speak highly enough about Allie's friendly personality and totally professional attitude.

    Robert, Merseyside - November 2019
  • Allie has been advising me on numerous areas since I purchased my very first home back in 2004. Allie takes the time to run through all options, there is nothing I would ask her to do differently.

    Tessa, Devon - November 2019
  • Used Allison's to help with getting a mortgage sorted for a quick turnaround, and was very happy with the results. Got multiple choices for our mortgage that were tailored to our situation, with friendly staff and quick responses, using Allison as our financial advisor was the perfect choice.

    Marcus, Merseyside - January 2019
  • Sarah has been an absolutely superb financial advisor. She has been so prompt, efficient and professional and has really taken the time to give thoughtful advice. Highly recommended.

    Josh, Gloucestershire - March 2018
  • 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.

  • We were looking for a mortgage as first-time buyers and also to get buildings and contents insurance.
    Allie and her team helped find a number of mortgage options to suit our circumstances and helped to explain each. They also helped us to find appropriate buildings and contents insurance as we exchanged. Allie also ensured that our Mortgage Decision in Principle was ready in a very short space of time so that we could have our offer considered - and that ultimately helped us secure the house.
    We were delighted with the support provided and they made the whole process simple at a stressful time.

  • 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.


    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.


    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.


    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.


    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.



    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...!!!


    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.



    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.


    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


    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.


    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.

      ... Read more
    • 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.

      ... Read more
    • 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

      ... Read more
    • 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

      ... Read more
    • 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.

      ... Read more
    • 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 

      ... Read more
    • 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.

      ... Read more
    • 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

      ... 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.

      ... Read more

London Stock Exchange

Value Move %
FTSE 100
7223.57 -32.39 -0.446
FTSE 250
23492.49 -82.129 -0.348
FTSE 350
4153.16 -17.88 -0.429
FTSE All Shares
4135.12 -17.68 -0.426
Dow Jones
35601.98 -268.969 -0.75
16057.4375 63.728 0.398


Value Move %
1.191 0.004 0.352
11.982 0.104 0.878
12.026 0.063 0.527
1.344 -0.006 -0.415

For more Market Data click here

Biggest Movers

Value Move %
Sage Group
739.6 +26.2 +3.67
Rio Tinto
5010.0 -209 -4