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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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Allie has always been very patient and helpful to me. She understands my situation and never tries to push me to take any steps I am not completely happy with. I am only a small investor but she treats me like a personal friend and seems as pleased to act for me as I would expect an adviser to be for someone investing millions! Everything is clearly explained and Allie is always happy to answer any queries I may have, however trivial they may be. I understand she monitors the markets constantly and I believe she really knows her field and works hard for her clients.

Christine, Devon – May 2014

Excellent service all round, helped get everything sorted.

Ian, Flintshire – May 2014

Never having dealt with an IFA I was a little apprehensive as the world of finance leaves me baffled, but from our first meeting Allie was very approachable and made me feel at ease. She explained everything simply and clearly and consolidated my messy finances with complete professionalism. I would highly recommend Allie and Allisons Financial Planning.

Joan, Cheshire – May 2014

Allie keeps me up to date with all the latest mortgage news and replies promptly to my questions. She has helped me every step of the way by re-assuring and going through all of the available options.  I would highly recommend her.

Amy, Staffordshire – May 2014

I cannot speak highly enough about the service I was given not only by Allie herself but by Helen and Sam her two highly efficient and friendly assistants. I have known Allie for years and yet again she made the whole process of sorting out my mortgage and life assurance so straightforward and easy. The team kept me up to date and took away all the stress!!I always recommend Allie to any of my friends who need someone to help them find their way through the financial maze …. she makes it all so easy. Thanks Allie.

Chris, Cheshire – March 2014

Allie has been supporting us for many years and we have total confidence and trust in her guidance and advice. Her friendly and patient approach makes her the perfect advisor. Would be lost without her! Highly recommended.

Gavin, Cheshire – February, 2014