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Client Testimonials
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Ian, Merseyside - November 2019
Allie and I spoke at length about my SIIP, company pension etc. Allie didn’t sway me away from how I invested and do something else instead. I really felt she was thinking of my personal interests. I feel I’m on the right track and I have taken her advice on setting up a will.
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Lindsay, Merseyside - November 2019
Allie got us a fantastic mortgage and explained all aspects of the deal. The flexibility of the mortgage was really important to us as we were keen to over pay. Allie is thorough, knowledgeable and very easy to deal with, we have been very happy with her services.
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Janet, Cornwall - November 2019
Allie helped with every aspect and gave sound advice regarding investment and mortgages.
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Jill, Merseyside - November 2019
Allie actually visited us at our home address and fully assessed our needs then conducted a risk assessment on both of us to see how it might affect us on a non financial way also. I honestly can’t fault the service Allie and her staff have provided, from the minute you go in the office you are made to feel very welcome and nothing is too much trouble. I would highly recommend Allison’s financial services.
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Sue, Cheshire - November 2019
Allie listened to my concerns and advised in the best possible way where my divorce settlement pension and my own pensions would work best for me. I am financial better off now than when I worked. Allie truly had everything covered.
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Ann, Merseyside - November 2019
Retiring and having several pensions I wanted them to work as effectively as possible. Also advice on how to get the best return on our savings. Allie listened to us and asked pertinent questions about what was important to us.
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Robert, Merseyside - November 2019
I was coming up to retirement age and needed some expert advice on my future pension income. Allie visited my wife and I at home and we discussed everything regarding our finances. She took all our details away and returned with several plans for our future income and wellbeing. I cannot speak highly enough about Allie's friendly personality and totally professional attitude.
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Tessa, Devon - November 2019
Allie has been advising me on numerous areas since I purchased my very first home back in 2004. Allie takes the time to run through all options, there is nothing I would ask her to do differently.
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Marcus, Merseyside - January 2019
Used Allison's to help with getting a mortgage sorted for a quick turnaround, and was very happy with the results. Got multiple choices for our mortgage that were tailored to our situation, with friendly staff and quick responses, using Allison as our financial advisor was the perfect choice.
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Josh, Gloucestershire - March 2018
Sarah has been an absolutely superb financial advisor. She has been so prompt, efficient and professional and has really taken the time to give thoughtful advice. Highly recommended.
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KIMBERLEY, MERSEYSIDE – OCTOBER, 2017
It was our first mortgage and needed someone to remove the jargon and help us understand the process. As my husband was a student, our situation was a little bit more difficult than the average application and we wanted to make sure we were getting the best deal.
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PIERCE, MERSEYSIDE – JUNE, 2017
We were looking for a mortgage as first-time buyers and also to get buildings and contents insurance.
Allie and her team helped find a number of mortgage options to suit our circumstances and helped to explain each. They also helped us to find appropriate buildings and contents insurance as we exchanged. Allie also ensured that our Mortgage Decision in Principle was ready in a very short space of time so that we could have our offer considered - and that ultimately helped us secure the house.
We were delighted with the support provided and they made the whole process simple at a stressful time. -
John, Merseyside - July, 2015
I needed advice regarding long term savings / saving for retirement. Explained everything in plain English, didn't over promise and gave me a clear understanding of what I need to do to achieve my goals. An investment strategy has been put in place and I am happy with and understand the plan.
WHAT COULD THEY HAVE DONE BETTER?
I don't feel I could suggest anything else Allie could have done better, she is a pleasure to deal with and I always know where I stand.
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Marta, Lancashire - July, 2015
Looking for advise to re-mortgage. One consultation put me on the road to a much more secure financial situation. Allie was understanding, put me at ease and offered extremely professional and clear advice. The outcome of the consultation was beyond what I was looking for. I was very negative about my situation, but Allie turned that around and has given me renewed confidence, I left that office with a BIG smile on my face.
WHAT COULD THEY HAVE DONE BETTER?
I can honestly say, from the moment I walked in nothing could have been done better!!!
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Robin, Lancashire - November, 2014
Allie is very approachable and quite charming. This is supported by a sound knowledge of the subject. She shares her knowledge in a very reassuring style and has inspired great confidence in her advice. She is more than willing to come to see you at your convenience. I feel my money is safe in her hands.
WHAT COULD THEY HAVE DONE BETTER?
Difficult to see failings although during recent move of office communications were slightly delayed but that has now been resolved.
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Emily, Merseyside - November, 2014
Allie was extremely helpful and just knew exactly what we needed and what would be best for our situation. I was completely confident that Allie would carry out all our requirements. She was so helpful and never minded me continuously contacting her to clarify my understanding of any issue. Everything was delivered on time and completed on time. The after service we received was personal and made me feel a valued customer. I would recommend using Allie and will definitely be contacting her for any further financial service we need.
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Gail, Merseyside - October, 2014
I can not recommend Allie & her team highly enough..! They assisted with all aspects of our mortgage application & worked so hard to ensure we got the best one for our requirements! They took all the hassle out of what would have been a very stressful process for us. They were on hand to deal with all our queries, no matter how silly and we would have been lost without them..! They also sorted out our mortgage protection cover and home insurance..! If you are looking for financial advice of any kind, then look no further than Allie - I doubt you would find anyone better or more dedicated..!
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Sarah, Merseyside - October, 2014
Allie was recommended to us and we wish we had took her advice sooner. She helped us sort all our finances out and helped us choose the correct mortgage for us. We had policies in place for life cover etc but after speaking to Allie we changed all these to suite our needs. She was very helpful and patient with us and explained everything to ensure we understood. We are now very happy with everything we have in place because what we had was totally wrong for us and thankfully Allie reviewed everything for us.
WHAT COULD THEY HAVE DONE BETTER?
Nothing all went very smoothly
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Graham, Cheshire - October, 2014
The service that myself and my family have received over the years that we have been with Allisons Financial services have been second to none.The care and attention to detail is excellent and I would not hesitate in recommending all the services they offer.
WHAT COULD THEY HAVE DONE BETTER?
Nothing
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Sarah, Lancashire - October, 2014
Fantastic service from start to finish and everyone goes that extra mile to help. All enquiries and queries dealt with promptly and I wish we had found Allie Baglow sooner. We would definitely recommend Allie to everyone and I am sure like myself they will not be disappointed by the excellent service. All the team that work with Allie are a credit to her and In the future I will not hesitate to use Allie Baglow again.
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Al, Merseyside - October, 2014
Allie and her team handled our finances in our attempt to get a help to buy scheme mortgage. They provided one of the most professional services I or my partner have ever come across and will be happy to recommend them to anyone who is seeking financial advice. A pleasure to deal with and nothing we could ask of them was too much trouble.
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John, Cheshire - August, 2014
Allie contacted us promptly by telephone and took down the details of our query. She then responded by email and reassured us that our financial strategy was sound and that we should contact later to discuss Equity Release. This was free advice...!!!
WHAT COULD THEY HAVE DONE BETTER?
Nothing could be better.
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Joan, Cheshire - May, 2014
Never having dealt with an IFA I was a little apprehensive as the world of finance leaves me baffled, but from our first meeting Allie was very approachable and made me feel at ease. She explained everything simply and clearly and consolidated my messy finances with complete professionalism. I would highly recommend Allie and Allisons Financial Planning.
WHAT COULD THEY HAVE DONE BETTER?
Nothing
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Christine, Devon - May, 2014
Allie has always been very patient and helpful to me. She understands my situation and never tries to push me to take any steps I am not completely happy with. I am only a small investor but she treats me like a personal friend and seems as pleased to act for me as I would expect an adviser to be for someone investing millions! Everything is clearly explained and Allie is always happy to answer any queries I may have, however trivial they may be. I understand she monitors the markets constantly and I believe she really knows her field and works hard for her clients.
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Roger, Cheshire - May, 2014
Allie has the expertise and knowledge to listen to what you you want from your pension pot. Then she will put forward several options and ask you to decide which one or more than one, you feel is right for you. She then explains each in great detail so that you can reconsider or go with your first option. Each option is carefully formatted so as to be understood by anyone whether extremely well educated or like me a school leaver at fifteen. You are able to make an informed decision by using Allie's guidance and opinion but without being channelled down one road or the other.
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Amy, Staffordshire - May, 2014
Allie keeps me up to date with all the latest mortgage news and replies promptly to my questions. She has helped me every step of the way by re-assuring and going through all of the available options.
WHAT COULD THEY HAVE DONE BETTER?
To be honest, nothing! I would highly recommend her.
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Ian, Flintshire - May, 2014
Excellent service all round, helped get everything sorted.
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Chris, Cheshire - March, 2014
I cannot speak highly enough about the service I was given not only by Allie herself but by Helen and Sam her two highly efficient and friendly assistants. I have known Allie for years and yet again she made the whole process of sorting out my mortgage and life assurance so straightforward and easy. The team kept me up to date and took away all the stress!!I always recommend Allie to any of my friends who need someone to help them find their way through the financial maze .... she makes it all so easy. Thanks Allie
WHAT COULD THEY HAVE DONE BETTER?
I cannot think of anything she could do better
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Amy, Staffordshire - March, 2014
Thanks to Allie for advising me of my options. She was fantastic at explaining things and keeping me up to date.
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Gavin, Cheshire - February, 2014
Allie has been supporting us for many years and we have total confidence and trust in her guidance and advice. Her friendly and patient approach makes her the perfect advisor. Would be lost without her! Highly recommended.
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Dave, Merseyside - January, 2014
Very organised and straight to the point and always makes me feel reassured with her advice. Very much recommended.
WHAT COULD THEY HAVE DONE BETTER?
Nothing at all.
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Repayment
How does it work?
You borrow a lump sum over a fixed period of time (usually 25 years but can be shorter or longer). You pay the interest and some of the capital on a monthly basis to the lender.
ADVANTAGES:
- Some flexibility with repayments, such as making overpayments (more than the normal amount) and under some circumstances taking a payment holiday, making underpayments (less than the normal amount) or borrowing back previous overpayments.
- The only way you can be 100% certain the loan will be repaid, providing repayments are maintained.
DISADVANTAGES:
- Monthly mortgage payments may be higher than interest only mortgages covered by an investment/life assurance product to repay the capital.
- Only a small amount of capital is paid off in the early years as the monthly mortgage payment consists of a higher proportion of interest to capital repayment.
A MORTGAGE IS A LOAN SECURED AGAINST YOUR HOME. YOUR HOME MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON YOUR MORTGAGE OR ANY OTHER DEBT SECURED ON IT.
Other Areas of Expertise
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Wealth Management
Wealth, just like your health, must be carefully preserved. Your assets need to be protected against the potential threats of erosion by taxation, the effects of inflation and investment risks.
... Read more -
Savings & Investments
When someone talks about savings and saving money, it could be referring to a piggy bank or a high interest deposit account. Savings are effectively cash or cash instruments, such as deposit accounts, term bonds etc.
... Read more -
Pensions
When you retire you still need food and shelter as an absolute minimum, but of course you will want to maintain the lifestyle to which you have become accustomed, so unless you can guarantee a large inheritance
... Read more
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Mortgages
Your mortgage is probably the largest financial transaction and commitment you are likely to undertake. Surely then you should seek mortgage advice which is individually tailored to your needs
... Read more -
Life Assurance
The main purpose of Life Assurance is to provide money for those people who may depend on you financially, in the event that something should happen to you.
... Read more -
Household Insurance
There are two types of household insurance - buildings and contents. They are separate entities and you can either search for two individual policies, or buy them as a joint policy from one source, which is a
... Read more
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Health Insurance
Health Insurance is probably one of the most important types of insurance you can own. Without it, an illness or accident can have serious long-term financial implications for you and your family.
... Read more -
Financial Planning
Professional Financial Planning is the process which aims to help you realise your ambitions - whatever they may be. As professional financial advisers we can help you make informed decisions
... Read more -
Business Insurance
All businesses are exposed to risks in their day-to-day operations. Without insurance cover to provide protection against some of these risks, businesses would find it difficult to operate efficiently and profitably.
... Read more
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London Stock Exchange
Value | Move | % |
FTSE 100 | ||
6695.07 | -20.35 ![]() |
-0.303 ![]() |
FTSE 250 | ||
20596.91 | -196.811 ![]() |
-0.946 ![]() |
FTSE 350 | ||
3811.25 | -15.97 ![]() |
-0.417 ![]() |
FTSE All Shares | ||
3786.06 | -16.24 ![]() |
-0.427 ![]() |
Dow Jones | ||
30996.98 | -179.029 ![]() |
-0.574 ![]() |
Nasdaq | ||
13543.062 | 12.146 ![]() |
0.09 ![]() |
Currencies
Value | Move | % |
GBP/EUR | ||
1.1236 | -0.0045000315 ![]() |
-0.39890358 ![]() |
GBP/NOK | ||
11.6274 | 0.08082008 ![]() |
0.69994825 ![]() |
GBP/SEK | ||
11.3471 | -0.011199951 ![]() |
-0.09860587 ![]() |
GBP/USD | ||
1.368457 | -0.0045847893 ![]() |
-0.33390832 ![]() |
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Biggest Movers
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Informa | ||
558.0000 | +95.6 ![]() |
+20.67 ![]() |
Taylor Wimpey | ||
157.8 | -11.35 ![]() |
-6.71 ![]() |
Allisons Financial Planning Ltd is Authorised and Regulated by the Financial Conduct Authority. Allisons Financial Planning Ltd is entered on the Financial Services Register (http://www.fca.org.uk/register) under reference 808678. Registered in England and Wales.
The information contained within this website is subject to the UK regulatory regime and is therefore primarily targeted at consumers based in the UK,
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Contact Details
Allisons Financial Planning Limited
The School House
3 Cross Pit Lane
Rainford
St.Helens
Merseyside
WA11 8AH
Phone : 01744 885 555