Steve, Cheshire – January 2021
Allie helped me by looking at all of my ingoings, outgoings before asking me to complete forms about how I spend my money. We met and discussed what I wanted to achieve from my funds, Allie was super informative and helpful in providing all the information I needed to make an informed decision.
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