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

Response rating

7.0/10

10th December 2018

We provide advice for life and ensure that our recommendations are suitable for your current circumstances.

We can advise you on

Mortgages
- Buy to let
- First time buyers
- Remortgage
- Residential
- Self employed
Investments
- ISAs
- OEICs
- Unit trusts
Insurance & protection
- Critical illness
- Income protection insurance
- Life insurance
- Small business
Pensions & retirement
- Pension drawdown
- Pensions & retirement planning
- Pensions review
- Pensions transfer
Financial planning
- Wealth management
Savings
- Lump sum

Meet our advisers

Allie Baglow DipPFS

Financial Adviser

Qualifications & Accreditations Hide qualifications

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.

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.

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.

R02 - Investment Principles (CII)

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

R04 - Pensions and Retirement Planning (CII)

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

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.

Where to find us

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

About us

Allisons Financial Planning is a local firm of Independent Financial Advisers who offer a professional service to all our clients.

Free initial consultation.
Please visit our website .

Our services

Allie has been in the industry for over 14 years and understands that to know your client you need to listen. It is important to hear what it is your client needs now and in the future and build a recommendation based on them not the product.

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. 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
- First time buyers
- Remortgage
- Residential
- Self employed
Investments
- ISAs
- OEICs
- Unit trusts
Insurance & protection
- Critical illness
- Income protection insurance
- Life insurance
- Small business
Pensions & retirement
- Pension drawdown
- Pensions & retirement planning
- Pensions review
- Pensions transfer
Financial planning
- Wealth management
Savings
- Lump sum

Advice methods

Telephone
Face to face

Preferred clients

Minimum wealth (income/assets)

£50,000

Minimum pension value

£250,000

Minimum mortgage value

£125,000

Compliance

Contact options

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