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Why Allisons

Why Allisons

There are many reasons why you’d seek out financial advice. From finding the right mortgage, to planning your pension or protecting your business from taxes and loss. What you need to be sure of, is that the advice you get is expert and impartial. That’s where we come in.

Moving home, investing, retirement and more. We’re here for life’s journey.

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, we’re here to simplify it all.

Successful financial planning takes time, knowledge and dedication. That’s why we’ll clarify the complex rules and jargon, so you can make informed financial decisions.

Better still, we’re not tied into any investment, lending or insurance firm. Meaning any advice we give you will be entirely impartial and ideally suited to your situation.

What’s more, you can count on a truly personal service. Because to us, you’re a name and a face, not just a number on a screen. That’s why you’ll have direct access to your own senior expert. Someone who’ll take the time to get to know you. To understand your goals. And search the whole of the market for the product that fits you perfectly.

Put simply, we’re Allisons. Bringing clarity and confidence to your financial future.

What makes us different?

  • We provide expert advice that anyone can access, not just the wealthy
  • We take the time to get to know you and what you hold dear
  • We make every major life change less stressful, and every dream or goal more achievable
  • We give you access to the deals you won’t find going direct to lenders
  • You’ll have your own dedicated personal account manager

Every option across the market, for every stage of life

Straightforward and flexible, we’re different to most advisers. We don’t have any ties with investment, lending or insurance firms meaning our advice is entirely impartial and tailored to you, your family and your business finances, too.

We follow a four step process tailored to you

  1. Free initial consultation
  2. Personalised analysis
  3. Solution research
  4. Tailored recommendation

A secure client portal

These days, email and post is increasingly open to being intercepted. That’s why any data you share with us is treated with the highest level of security. Our client portal and document vault are designed to keep your data secure. They make it easy to get in touch with your adviser and store all your financial documents online. With everything encrypted, your information will stay completely private. Giving you peace of mind and a more personal service.

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.

What our clients say

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

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 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

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

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