Allisons Financial Planning has gone from strength to strength since the company was set up and Allie is now celebrating 15 years of success.  

Allie has been an IFA for over 22 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...

Natalie is our in-house mortgage adviser and is very enthusiastic about helping our clients take their next step on the property ladder.

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...

Sarah is a mortgage specialist with extensive knowledge of the industry having worked in financial services for 11 years and been a mortgage advisor for a high-street bank for 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 professional investors alike.  Sarah is our Equity Release...

Rhian is a mortgage specialist who has worked in the industry for over 30 years, running her own mortgage advice business and working with a number of firms in the Chester area. She has a wealth of knowledge and experience and offers a personal and professional service; seeing the mortgage application through from start to finish, making the process stress free.

Rhian is based in...

Claire has been working as a Financial Administrator with Allisons since November 2018 and due to her care and diligence with cases she has progressed to Trainee Financial Adviser. Claire previously worked as Business Development Manager for Royal London and brought a wealth of pension knowledge and experience to the company.

Claire plays a key role in supporting Allie and enjoys...

Kirsty has 20 years of administration experience and has worked in a number of organisations both private and government run. Starting with Allisons in 2014, Kirsty has progressed from processing client applications to Business Manager; a role that incorporates everything from compliance, HR and Accounts as well as being responsible for the day to day running of the office.    

Kirsty...

Having graduated from Liverpool University, Sam has put her Business Studies degree to good use since joining Allisons over 8 years ago.

Sam works alongside Allie to help manage our clients’ investment portfolios and processes their income and lump sum withdrawals. Sam has continued her interest in Business and Economics by liaising closely with our fund providers to ensure clients...

Laura currently manages the administration support for our mortgage advisers ensuring clients experience a smooth ride whether remortgaging or purchasing. Laura is especially good at helping first time buyers understand the mortgage process and navigate them through the jargon.  

Due to her hard-work and diligence we are excited to have Laura start her Mortgage Adviser apprenticeship...

Sadie is currently training to become a financial administrator and will help produce client annual reviews. 

Sadie will also be assisting with the processing of new business and can help our clients with valuations on their investments.

Holly, our newest recruit, works on reception providing support for our administrative team.  She will usually be your first point of contact and will provide a warm welcome to all our clients.  Holly will liaise with product providers, estate agents and solicitors on your behalf and help you with any questions you may have regarding the mortgage process.