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Our history

Our story so far

Our story isn’t just about the growth of a business. It’s as much the personal journey of our founder and Managing Director, Allie Baglow. Here’s a look at how we’ve grown over the years and built up our wealth of experience in financial planning.

2004Allisons is founded and our story begins. We welcome our first clients, including some who are still with us to this day.
2007As our business grows, we rent office space in Rainford. The team grows too, with a new Mortgage Adviser and administrator.
2008Just one year later, we expand again. Staying in Rainford, we move to larger premises above a well-known local estate agents.
2014As we continue to take on more clients, we buy our own home; The School House in Cross Pit Lane, Rainford. Our family grows too, with more advisers and administrators joining the team.
2016By this time we’re getting pretty big, with our assets under management exceeding £35 million.
2021Champagne corks pop. Our founder, Allie, wins Entrepreneur of the Year at the St Helens Borough Business Awards.
2022With an ever-growing demand for high-quality, independent advice, Allie drives the expansion of our services to answer our clients’ needs. A new-look brand built around our values and purpose is right at the heart.

Enjoy direct, one-to-one access to senior experts

If you’re looking for impartial advice that’s tailored to you, we’re here to help. Not only will you enjoy direct access to a senior expert, you’ll be talking to someone who genuinely cares about you and your goals.