Jonathan, Merseyside – January 2021
Allie is an excellent communicator with a lot of experience and knowledge. I felt she understood our circumstances and aspirations well and gave us informed options. She advised us on the best options based on our financial position. It was a balanced approach that meant we didn't overstretch ourselves too far, to ensure if we came across difficult financial times, we coul Read More
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
Janet, Cornwall - November 2019
Allie helped with every aspect and gave sound advice regarding investment and mortgages.
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 a Read More
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.