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.
| 2004 | Allisons is founded and our story begins. We welcome our first clients, including some who are still with us to this day. |
| 2007 | As our business grows, we rent office space in Rainford. The team grows too, with a new Mortgage Adviser and administrator. |
| 2008 | Just one year later, we expand again. Staying in Rainford, we move to larger premises above a well-known local estate agents. |
| 2014 | As 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. |
| 2016 | By this time we’re getting pretty big, with our assets under management exceeding £35 million. |
| 2021 | Champagne corks pop. Our founder, Allie, wins Entrepreneur of the Year at the St Helens Borough Business Awards. |
| 2022 | With 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.
