CEO / Financial Adviser
Allie has been an IFA for over 23 years, starting her first position as a trainee financial adviser within an IFA company in her home county of Devon. She furthered her career within the firm and became a Financial Adviser, progressing to Partner in 2000.
In 2003, personal circumstances brought Allie to the North West of England where she set up her own company, Allisons Financial Planning. Allie found a real demand for independent advice in the surrounding area. Her expert advice and friendly welcome sees clients returning year after year and regularly referring her to their friends, family and beyond.
Allie’s personal ethos is to strive for perfection and to build and maintain strong professional relationships with all her clients.