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Personal planning

Personal planning

Life’s better when the future’s clear. So whether we’re uncovering the best investments, finding you the perfect mortgage or guiding you through the maze of retirement planning, savings and insurance, we’re here to simplify it all.

You’re on a journey, now all you need is a map

We all have goals and dreams. And most of them involve money. So how do you make the most of your finances, so you can achieve all of your ambitions?

As you go through life, you encounter so many events that become wonderful memories. Yet there are also bumps in the road. And life events that can prove unwelcome, too. Plotting a course through the ups and the downs can feel daunting. That’s why it’s always a good idea to have a financial expert by your side. Someone who cares about your future, who can help you through all of life’s events. And in the process, take away a lot of the stress and confusion.

With life being so busy, it’s no wonder so many of us don’t give our personal finances the attention they deserve. Unless you’re an expert, you probably aren’t aware of all the ways you can maximise your wealth, while protecting it from taxes. And then there’s the question of who to turn to for advice. Like anything in life, getting the right advice means talking to the right people. People you can trust to be independent. Have your best interests at heart. And who you can call on, whenever your circumstances change. 

At Allisons, we help people plan for the here and now, as well as long into the future. Our experience has been built over many years of helping people and their families realise their goals. Not only in the good times, but the challenging times, too. We’re here for the journey. Your journey. Making it as easy, smooth and enjoyable as possible. Sound like a plan? Here’s how we can help.

Advice for every stage of life

As independent financial advisers, you can relax knowing we’re completely impartial. Our expertise covers:

Whether you need help realising your ambitions, or just want to make the process easier, we’d love to help you make them happen. Simply get in touch and tell us what you’d like to achieve.

Personal financial planning

Just like your dreams and goals, your finances are specific to you. That’s why the advice we give will be as individual as your fingerprint.

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Daunting. Confusing. Time-consuming. Retirement planning can be all these things. But it’s essential to your future happiness. So why not let us take care of it?

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Don’t look to the banks for the best mortgage. We’ll search the whole of the market. Handle all of the paperwork. And walk you through the entire process.

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Life throws all kind of unexpected challenges your way. That’s why it’s so important to have the right kind of protection plan in place.

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What our clients say

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

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 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 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 very sceptical about investing my hard earned cash until my introduction to Allie and the Allisons team, who were always there when I needed a chat. They gave me very sound advice, which I am delighted to say, has seen my investments go from strength to strength.

Jo, Merseyside