meet the team

Find out about our professional and experienced team - who they are, how they can help you and how you can contact them.

View :
  •  

    01744 885 555

    Email Me

    Allie Baglow

    Managing Director

    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 to a financial adviser and then progressed to Partner in 2000. In 2003, her personal circumstances brought her to the North West of England and she set up ALLISONS FINANCIAL PLANNING Ltd in 2004.

    Allie...

    Read More
  •  

    01744 885 555

    Email Me

    Sarah Higgs

    Mortgage Adviser

    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...

    Read More
  •  

    01744 885 555

    Email Me

    Samantha Dorcey

    Investment Administrator

    Sam is currently on maternity leave and plans to return to Allisons in April 2018.

    Sam has been with the company for over 5 years and is one of our investment administrators. Sam works alongside Allie and is responsible for managing 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 best funds....

    Read More
  •  

    01744 885 555

    Email Me

    Kirsty Lyons

    Office Manager

    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-...

    Read More
  •  

    01744 885 555

    Email Me

    Laura Gray

    Administrator

    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.

    Read More