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Moving into Retirement

Moving Into Retirement

File Type: pdf

File Size: 547 KB

Categories: White Papers

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Everything in one place 💻✨ As part of your financ

Everything in one place 💻✨
As part of your financial review with Allisons, you’ll have access to a secure online portal designed to make managing your information simple and convenient.
You can upload and download documents securely, view any investments you hold with Allisons, update your personal details and send us questions directly through the portal.
It’s a straightforward way to keep everything organised and accessible whenever you need it.
📩 Want to find out more about what’s included in your financial review? Get in touch with our team of independent advisers today.
📞 01744 885555
✉ hello@allisonsfinancial.com
🌐 allisonsfinancial.com
📱WhatsApp: 07749490032
#AllisonsFinancialPlanning #IndependentFinancialAdvisers #FinancialReview #FinancialPlanning #Investments #OnlinePortal #FinancialAdvice #ClientSupport #StHelens

It’s a double celebration for the Allisons Financi

It’s a double celebration for the Allisons Financial Planning team! 🎉
A huge congratulations to Allie Baglow and Sadie Haunch on receiving their VouchedFor Certificate of Excellence
⭐⭐⭐⭐⭐
These certificates recognise the outstanding feedback they’ve received from clients and their continued commitment to providing an excellent service.
Well done, Allie and Sadie, a brilliant achievement! 👏🩷
📞 01744 885555
✉ hello@allisonsfinancial.com
🌐 allisonsfinancial.com
📱WhatsApp: 07749490032
#AllisonsFinancialPlanning #VouchedFor #CertificateOfExcellence #IndependentAdvisers #ClientFeedback #FinancialPlanning #TeamSuccess #5StarService #StHelens

🎄 CHRISTMAS GIVEAWAY – WEEK 2! ☕✨ This week, we’r

🎄 CHRISTMAS GIVEAWAY – WEEK 2! ☕✨
This week, we’re giving one lucky winner a £30 Starbucks voucher, perfect for enjoying a few cosy coffees over the festive season 🎁
To enter:
👍 Like this post
➕ Follow our page
🏷️ Tag someone who loves a cosy coffee
Good luck! 🎅☕
Entries close at 12pm on Friday 16th, with the winner being announced later that afternoon.
#AllisonsFinancialPlanning #ChristmasGiveaway #Week2 #StarbucksVoucher #FestiveGiveaway #ChristmasCompetition #WinWithAllisons #Allisons #CoffeeLovers #FestiveSeason #StHelens
T&Cs apply. Open to UK residents aged 18+. No purchase necessary. This promotion is not sponsored, endorsed, administered by, or associated with Facebook, Instagram, LinkedIn, TikTok or X.

Meet the Team 👋 Lisa Collins, Chief Revenue Offi

Meet the Team 👋
Lisa Collins, Chief Revenue Officer
With over 20 years’ experience in financial services, Lisa brings a wealth of knowledge from both the banking and mortgage sectors.
Starting her career at entry level, Lisa has worked her way through the industry and now uses her experience to lead, develop and support others.
She’s passionate about helping both colleagues and clients reach their full potential through training, coaching and thoughtful planning.
We’re proud to have Lisa as part of Allisons 💗
📞 01744 885555
✉ hello@allisonsfinancial.com
🌐 allisonsfinancial.com
📱WhatsApp: 07749490032

Today is World Financial Planning Day 🌍 A good fi

Today is World Financial Planning Day 🌍
A good financial plan gives you greater clarity and confidence, helping you make informed decisions today whilst preparing for the future.
World Financial Planning Day brings the global financial planning profession together to highlight the value of having a plan and working with professionals committed to high standards and putting clients’ interests first.
At Allisons, our expert Independent Financial Advisers are here to help you understand your options, plan around your goals and take practical steps towards your future with confidence.
Live your today. Plan your tomorrow.
📞 01744 885555
✉ hello@allisonsfinancial.com
🌐 allisonsfinancial.com
📱WhatsApp: 07749490032
#AllisonsFinancialPlanning #WFPD2026 #FinancialPlanning #CFP #PlanYourFuture #FinancialWellbeing #IndependentAdvisers #StHelens

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Allisons Financial Planning Ltd is Authorised and Regulated by the Financial Conduct Authority under reference 808678. You can find us on the FCA Firm Checker (https://www.fca.org.uk/consumers/fca-firm-checker)

Allisons Financial Planning Ltd is Registered in England and Wales, Company no. 5210702. Registered address: 105 Mere Grange, St Helens, Merseyside, WA9 5GG.

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