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...

Natalie has recently joined the company as a Financial Administrator. Natalie previously worked for Schofield Hall, a very well respected financial management company in Liverpool. Natalie was a Mortgage Adviser for 8 years and also gained some experience in financial management. She has brought a wealth of knowledge to our company and is very enthusiastic about helping Allisons move to the...

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.

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-...

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.