Response rating

7.0/10

18th September 2017

Allisons Financial Planning Ltd

Independent Financial Adviser Allisons Financial Planning Ltd, 3 Cross Pit Lane, Merseyside, St. Helens, WA11 8AH

First meeting at adviser's own cost

We can advise you on

Mortgages
- Buy to let
- Equity release
- First time buyers
- High loan to value
- Remortgage
- Residential
- Right to buy
- Self employed
Investments
- ISAs
- OEICs
- Unit trusts
Insurance & protection
- Buildings and contents
- Critical illness
- Home and leisure
- Income protection insurance
- Life insurance
- Small business
Pensions & retirement
- Pensions & retirement planning
- Pensions review

Meet our advisers

Allie Baglow DipPFS

Qualifications & Accreditations Hide qualifications

J05 - Pension Income Options (CII)

At the end of this unit, candidates should be able to demonstrate an understanding of the: process of decumulating pension funds and the main issues for clients and advisers; main choices facing members of pensions schemes during decumulation; features, risks and tax treatment of the secured pension option; features, risks and tax treatment of the unsecured pension option; features, risks and tax treatment of phased retirement; features, risks and tax treatment of the alternatively secured pension option.

R04 - Pensions and Retirement Planning (CII)

This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.

R02 - Investment Principles (CII)

This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.

R01 - Financial Services, Regulation and Ethics (CII)

This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

Dip PFS - Personal Finance Society Diploma (PFS)

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

MAQ - Mortgage Advice Qualification (CII)

This qualification assessed the knowledge and understanding of the UK regulation environment in the financial services industry together with types of mortgage products and repayment options and the giving of mortgage advice.

Where to find us

About us

Allisons Financial Planning is a local firm of Independent Financial Advisers who offer a professional service to all our clients. Home visits are available and our aim is to ensure our clients are comfortable and confident with the services we offer.

Free initial consultation.
Please visit our website www.allisonsfinancial.com.

Compliance

Investment Service
We offer a range of services to help meet your investment and retirement objectives. We provide independent advice which means our recommendations will be unbiased, unrestricted and based upon a comprehensive and fair analysis of the market. The amount we charge and the basis of the payment will depend on the service you choose and your individual circumstances.

Mortgage Service
We are not limited in the range of mortgages we will consider. We offer both first and second charge mortgages.
For those seeking to increase their borrowing, alternative options may be available and more appropriate. For example, a further advance from your existing lender or an unsecured loan (e.g. a personal loan).

A MORTGAGE IS A LOAN SECURED AGAINST YOUR HOME OR PROPERTY. YOUR HOME OR PROPERTY MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON YOUR MORTGAGE OR ANY OTHER DEBT SECURED ON IT.

EQUITY RELEASE MAY REQUIRE A LIFETIME MORTGAGE OR HOME REVERSION PLAN. TO UNDERSTAND THE FEATURES AND RISKS, ASK FOR A PERSONALISED ILLUSTRATION.

Allisons Financial Planning Ltd is an appointed representative of TenetConnect Ltd.

Allisons Financial Planning Ltd is registered in England and Wales under registration number 05210702. Registered office address: School House, 3 Cross Pit Lane, Rainford, Merseyside, WA11 8AH.

We can advise you on

Mortgages
- Buy to let
- Equity release
- First time buyers
- High loan to value
- Remortgage
- Residential
- Right to buy
- Self employed
Investments
- ISAs
- OEICs
- Unit trusts
Insurance & protection
- Buildings and contents
- Critical illness
- Home and leisure
- Income protection insurance
- Life insurance
- Small business
Pensions & retirement
- Pensions & retirement planning
- Pensions review

Advice methods

Telephone
Face to face

Preferred clients

Minimum wealth (income/assets)

£50,000

Minimum pension value

£100,000

Minimum mortgage value

£125,000

Website

Compliance

Contact options

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