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Testimonials

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We deliver the best results by listening and understanding. This is how we build trusting, lasting relationships with all our clients. Here are some of the nice things our clients have said about us.

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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

Quality of Advice: 5.0
Quality of Service: 5.0
Value for Money: 5.0

Sarah, Merseyside – January 2022

Allie put all our pensions together to make it easier to manage and forecast and set up Isa’s to run alongside them.

Peter, St Helens – November 2021

I was recently widowed and wanted advice to help with investing money and consolidation pensions to plan for my retirement. Allie helped by being completely transparent in how she could help me and what would be my best options based on my risk assessment.

Mary, Liverpool – November 2021

I had redundant pension pots and wanted to bring them together to help create a better retirement fund. Allie set up a meeting and was very clear and precise with questions I had and I came away satisfied.

Daniel, St Helens – November 2021

I’ve used Allie’s service a few times for mortgages and remortgages and really can’t recommend her highly enough – she really listens to what it is I’m wanting to achieve and quickly finds products that match that. Her advice is excellent: so well-informed but easy to understand, which helps me feel confident in making a decision from her advice, rather than just feeling railroaded into anything. I’ve found her very warm and helpful on every occasion.

Nic, Wirral – September 2021