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.

YOU MAY HAVE TO PAY AN EARLY REPAYMENT CHARGE TO YOUR EXISTING LENDER IF YOU REMORTGAGE.

A PENSION IS A LONG TERM INVESTMENT, THE FUND VALUE MAY FLUCTUATE AND CAN GO DOWN. YOUR EVENTUAL INCOME MAY DEPEND UPON THE SIZE OF THE FUND AT RETIREMENT, FUTURE INTEREST RATES AND TAX LEGISLATION.

Testimonials

  • Daniel, St Helens – November 2021

    I had redundant pension pots and wanted to bring them together to help create a better retirement fund. Allie set up a meeting and was very clear and precise with questions I had and I came away satisfied.

  • Peter, St Helens – November 2021

    Allie put all our pensions together to make it easier to manage and forecast and set up Isa’s to run alongside them.

  • Mary, Liverpool – November 2021

    I was recently widowed and wanted advice to help with investing money and consolidation pensions to plan for my retirement. Allie helped by being completely transparent in how she could help me and what would be my best options based on my risk assessment.

  • Rebecca, Lancashire - September 2021

    Allie was extremely professional and gave invaluable advise on a matter that I had little knowledge about

  • Adam, Lancashire - September 2021

    I have used Allie's services for a number of years now and have found her to be superb. She is the utmost professional who clearly listens to and understands the needs and expectations of her customers and is able to translate them in to a financial package to suit. I look forward to working with her for many years to come.

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