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.
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.
Janet, Cornwall - November 2019
Allie helped with every aspect and gave sound advice regarding investment and mortgages.
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 rec Read More
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.