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
FCA verified
10th December 2018
We provide advice for life and ensure that our recommendations are suitable for your current circumstances.
We can advise you on
    • Buy to let
    • First time buyers
    • Remortgage
    • Residential
    • Self employed
    • ISAs
    • OEICs
    • Unit trusts
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Small business
    • Pension drawdown
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Wealth management
    • Lump sum
Meet our advisers
adviser-person
Allie Baglow DipPFS
Financial Adviser
Where to find us

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

Contact us
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.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£250,000
Minimum mortgage value
£125,000
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.

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