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...

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...

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 mortgage and investment applications to being responsible for the day to day running of the office.  

Kirsty is keen to ensure that the client experience and journey is an enjoyable one and...

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...

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...

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 provides valuable administration support for our mortgage advisers ensuring clients experience a smooth ride whether remortgaging or buying a property for the first time.   

Laura will keep clients updated on the progress of their application and provide answers to any questions you may have about the mortgage process.

Laura also looks after our social media and regularly...

Sadie, 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.

Sadie liaises with product providers, estate agents and solicitors on behalf of our clients and helps to provide reports and valuations on investments.