01744 885555

Allisons, independent financial planners & mortgage specialists

For life’s meaningful moments

There are so many things to plan for. Your first home, getting married and having children. Then let’s not forget retirement, that bucket list and the legacy you leave behind.

We’re here to help you make the right informed choices, so you and your family can enjoy the most life has to offer, with the utmost peace of mind. There are so many things to plan for. Your first home. Getting married. Having children. And let’s not forget that bucket list and the legacy you leave behind. Then if you’re a business owner, you’ll want to grow your company in the most profitable way. Whatever your goals in life, we’re here to help you make the right choices, so you can get the most out of life.

Your journey may look something like this:

Everyone’s life takes a different course, but we see most journeys falling into three stages.

Stage 2 Accumulate

35-50 years

Stage 3 Protect

50-65 years

Whatever stage you’re at, we’re here for your entire journey. For all those meaningful moments, whatever life brings.

Personal
financial planning

Whatever goals you have in life, we’re here to help you achieve them with friendly, impartial advice.

Business financial planning

Protect and grow your business in the most tax-efficient way, with our independent team of experts.

Access the whole of the market, at every stage of life

We’re different to most advisers. That’s because we don’t have ties to any investment, lending or insurance firms, so our advice is 100% impartial and personal. Meaning you’ll have access to the whole of the market and the very best options for you.

Our four-step process tailored to you:

  1. Free consultation
  2. Personalised analysis
  3. Solution research
  4. Tailored recommendation

What our clients say

Allisons 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 financially better off now than when I worked. Allisons truly had everything covered

Sue, Cheshire

I’ve used Allisons a few times for mortgages and remortgages and really can’t recommend them highly enough – they really listen to what it is I’m wanting to achieve and quickly find products that match that. Their advice is excellent: so well-informed but easy to understand, which helps me feel confident in making a decision, rather than just feeling railroaded into anything. I’ve found them very warm and helpful on every occasion.

Nic, Wirral

I have used Allisons’ services for a number of years now and have found them to be superb. Allie 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 Allisons for many years to come.

Adam, Lancashire

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

 Mary, Liverpool

Allisons provided me with a full service, from organising life insurance to arranging health cover and pension. The service was tailored to my needs and levels of cover, and the different options available were clearly explained. The team who dealt with the administration of putting the policies and coverage in place were professional and patient.

Tom, London

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