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...

Mark has been in the financial industry for over 24 years working within a number of high quality organisations at various levels. Mark’s diverse background and training enables him to help clients pursue their long-term financial goals through comprehensive, individualised financial planning.

Mark’s particular expertise is on Life Insurance and Mortgages, especially Lifetime (Equity...

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...

Anthony has recently joined our company as a Mortgage Adviser. He has been in the financial industry since 1998 advising on all aspects of finance. He has worked as an IFA and broker in a number of companies and was a colleague of Mark Ryan 16 years ago. Anthony has now come full circle and joined Mark at Allisons Financial. Anthony will be advising on all types of mortgages, protection and...

Sam has been with the company for over 5 years and is one of our investment administrators. Sam works alongside Gemma and is responsible for managing our clients’ investment portfolios on a day to day basis. She liaises closely with Allie and Mark on all the available products to ensure that our clients have access to the best 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.