Allie has been an IFA for 20 years starting her first position as a trainee financial adviser within an IFA company in her home county of Devon. She furthered her career within the firm and became a Financial Adviser, progressing to Partner in 2000.

In 2003, her personal circumstances brought her to the North West of England where she set up ALLISONS FINANCIAL PLANNING Ltd in 2004....

Sarah is an adviser specialising in mortgages, protection and insurance. She has extensive knowledge having worked in the financial services industry for 11 years and been a mortgage advisor for a high-street bank for nearly 10 years.

Sarah’s wealth of experience means that she is proficient in sourcing and setting up mortgages for a multitude of clients including private and...

Kirsty has been an Administrator for over 16 years and has experience of working within a number of organisations both private and government run. She processes mortgages and insurance applications for our clients as well as managing the day to day running of the office. Kirsty is also responsible for organising Workplace Pensions for local companies to ensure they comply with the new Auto-...

Lisa provides HR, Operations & Compliance support to the business with a focus on building on the existing client experience and internal processes that support this. With over 30 years in the Financial services industry Lisa brings a depth of experience which supports the existing proposition and will assist with the development of the business in the future.

Natalie is our new mortgage adviser and has taken over the mortgage and protection side of Allisons Financial Planning. 

Natalie joined the company as a Financial Administrator in November 2017 having previously worked for Schofield Hall, a very well-respected financial management company in Liverpool. Natalie was a very successful Mortgage Adviser with them for 8 years and also gained...

Sam has been with the company for over 5 years and is one of our financial administrators. Sam works alongside Allie to help manage our clients’ investment portfolios on a day to day basis. She liaises closely with our providers to ensure that our clients have access to the most appropriate funds.

Claire has recently joined the company as a Financial Administrator.  Claire previously worked as Business Development Manager for Royal London and brings to Allisons a wealth of pension knowledge and experience.

Claire was looking for a new challenge and now plays a key role in supporting Allie.  She enjoys working with clients, understanding their needs and helping to provide them...

Laura is our administrator providing essential support to Kirsty as well as processing mortgage and protection cases for our clients. Laura is very friendly and always provides a warm welcome whether you speak to her over the phone or come to the office in person.

Kathryn supports our administrative team and works as receptionist, providing a warm welcome to our clients.  She liaises with product providers, estate agents and solicitors on behalf of our clients and helps to provide reports and valuations on investments.