We were looking for financial advice and options at a point where we had changes in our life circumstances ie retirement and redundancy. We contacted Allie Baglow on the recommendation of one of her clients.  Allie listened carefully and helped us to take stock, clarify our future financial goals and recognise our attitudes to risk. She provided us with detailed information and options on investment and saving, to enable us to make informed choices. One aspect of the work she undertook was to pull together a number of old pensions together onto one platform for my husband. Allie has a very professional team who were very tenacious in getting all the information from various providers. Allie and her team have been excellent.

Clare, Merseyside – January 2022