Our team

Allie has been an IFA for over 2 decades, starting her first position as a trainee financial adviser in her home county of Devon, progressing to partner and then moving to St Helens where she set up her own company, Allisons Financial Planning.

Over the years, Allie has found a real demand for independent and honest advice. Her expertise and friendly welcome finds clients returning year after year and regularly referring her to their friends, family and beyond.

Allie’s personal ethos is to build and maintain strong professional relationships with all her clients. And her firm belief is that everyone needs financial planning to help plan for the future.

Lisa has worked in financial services for over 20 years initially in the banking industry and more recently focused within the mortgage sector. After working from entry level at the start of her career, Lisa has used her skills and experience to lead and develop people, helping staff and clients achieve their full potential through training, coaching and planning for success.

Kirsty is the backbone of Allisons. She has been with Allie for over 12 years and seen the company grow exponentially over the years. As Chief Operating Officer, Kirsty covers everything from Compliance, HR and Accounts as well as being responsible for the day to day running of the office.

Kirsty is keen to ensure that the client experience and journey with Allisons Financial is an enjoyable one. She works with all members of the team to constantly improve our processes, ensuring clients return year after year.

As an experienced business leader, Anthony is responsible for delivering the strategic plan and driving both business growth and operational improvements. He has worked with a number of leading technology companies over the last 2 decades and brings a proven track record of delivering business growth whilst driving innovation and change. He is a strategic thinker and a strong advocate for change, excelling in a demanding environment whilst remaining pragmatic and focused.

Sadie joined Allisons in 2019 and has become our first home-grown financial adviser, working her way up through the ranks to follow in Allie's footsteps. She has excellent technical knowledge having spent the last few years working as Allie's case handler and paraplanner. Sadie is now building on her client relationships and is dedicated to helping clients confidently navigate their financial journey.

Richard began his training as a Financial Adviser in 2023 and has since gained experience across pensions, investments, estate planning and protection. With a scientific background, he brings a strong analytical and methodical approach to financial planning, focusing on delivering clear, comprehensive strategies tailored to each client’s circumstances and long-term objectives. He takes a holistic, client-centric approach, ensuring that every recommendation aligns with wider goals.

As Executive Assistant to the CEO, Megan brings over 16 years of experience in administrative support and office management. Megan is known for her organisational skills and friendly, people-first approach. She plays a key role in supporting business operations and fostering positive relationships across the organisation.

Lisa has over 10 years of experience as a mortgage advisor, primarily within estate agency settings. She knows exactly what a client needs when buying their new home and will guide you smoothly through the house-buying process.

Nina is a home-grown mortgage adviser. Starting as an administrator she is a whizz on mortgages and protection and will be able to help you through the whole process of buying your dream home and protecting it for the future.

Having spent many years in financial services, including 10 years with a high street bank, Sarah has become an experienced mortgage specialist.

Sarah’s expertise has seen her arrange mortgages for a wide variety of clients, including both private and professional investors. And with her Equity Release knowledge, Sarah can advise clients on how to release capital from their homes in later life.

Sarah's experience also extends to protection planning, with property purchase and standalone cover where her knowledge covers Life assurance, Critical Illness cover and Income Protection. On top of showing clients how best to set these up, Sarah also advises on Trust planning, ensuring the most tax-efficient, protected result for all beneficiaries.

Based in the West Country, Sarah visits clients locally in North Devon and can conduct meetings by phone or Teams across the UK.

Grace is an experienced and highly skilled Administrator. Grace’s main focus is the client and ensuring that their journey with Allisons is as smooth as possible. She will be working alongside our advisers to provide assistance and answers for our clients. Feel free to send Grace an email with your query and she will be happy to help.

Ami is a proactive and accomplished financial administrator with 5 years experience in the financial industry. Ami provides support for Allie and our clients with new business and servicing so if you would like to discuss your plans for retirement or need help with your investments, give Ami a call and she will be happy to help.

With four years of experience in the pension industry, Zoe is a key part of the Client Excellence team. She will put together your annual review report and support you through important life moments—whether it's topping up your investment, planning a withdrawal or monitoring the performance of our your assets.

Cherise is an experienced client servicing administrator. Cherise will be available to help with general queries and will work with you to ensure your investments are performing as expected.

Since buying her first home, Helen has been fascinated by the mortgage journey. She loves being able to help clients reach their own property goals, especially first time buyers and is on hand to guide you through the process.

Rachael works alongside our mortgage advisers, processing applications and helping clients through the mortgage journey.

Rebecca is our new receptionist, ready to greet you with a smile and a drink. Rebecca is a people-person and will be happy to help you with any general queries you might have or she can book you in with one of our advisers. Give Rebecca a call and see how Allisons can help you today.

Laura is currently on maternity leave and will return in 2027.