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  11. Allisons Financial Planning Ltd

Allisons Financial Planning Ltd

Independent Financial Adviser  Allisons Financial Planning Ltd, Merseyside, WA11 8AH
First meeting at adviser's own cost
We provide advice for life and ensure that our recommendations are suitable for your current circumstances.
We can advise you on
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Pension drawdown
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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Bad credit
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Buy my next home
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Buy to let
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Buying commercial property
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Buying first home
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Equity release
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High loan to value
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Mortgage protection
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Next home / Remortgaging
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Right to buy
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Self-employed mortgages
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Wealth management
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Unit trusts
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Lump sum
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Regular savings
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Savings for children
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Critical illness
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Income protection insurance
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Life insurance
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Commercial mortgages
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Corporate pension
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
Make an enquiry Request a call back Recommend to a friend
Response rating
9.0/10
phone Show number
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FCA authorised
Last authorised 16th May 2022
Meet our advisers
MISS Allie Baglow DipPFS
Financial Adviser

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

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.

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

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

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

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.

What our clients say
Allie listened to my concerns and advised in the best possible way where my divorce settlement pension and my own pensions would work best for me. I am financial better off now than when I worked. Allie truly had everything covered.
Sue, Cheshire
I wanted my pensions to work as effectively as possible on retiring. Also advice on how to get the best return on our savings. Allie listened to us and asked pertinent questions about what was important to us. I was coming up to retirement age and needed some expert advice on my future pension income. Allie visited my wife and I at home and we discussed everything regarding our finances. She took all our details away and returned with several plans for our future income and wellbeing. I cannot speak highly enough about Allie's friendly personality and totally professional attitude.
Robert, Merseyside
Allie actually visited us at our home address and fully assessed our needs then conducted a risk assessment on both of us to see how it might affect us on a non financial way also. I honestly can’t fault the service Allie and her staff have provided, from the minute you go in the office you are made to feel very welcome and nothing is too much trouble. I would highly recommend Allison’s financial services.
Jill, Merseyside
Allie and I spoke at length about my SIIP, company pension etc. Allie didn’t sway me away from how I invested and do something else instead. I really felt she was thinking of my personal interests. I feel I’m on the right track and I have taken her advice on setting up a will.
Ian, Merseyside
Allie got us a fantastic mortgage and explained all aspects of the deal. The flexibility of the mortgage was really important to us as we were keen to over pay. Allie is thorough, knowledgeable and very easy to deal with, we have been very happy with her services.
Lyndsey, Merseyside
Used Allison's to help with getting a mortgage sorted for a quick turnaround, and was very happy with the results. Got multiple choices for our mortgage that were tailored to our situation, with friendly staff and quick responses, using Allison as our financial advisor was the perfect choice
Marcus, Merseyside
It was our first mortgage and needed someone to remove the jargon and help us understand the process. As my husband was a student, our situation was a little bit more difficult than the average application and we wanted to make sure we were getting the best deal. Allie was very friendly and easy to talk to on meeting, as was her assistant Kirsty. With both our first mortgage and re-mortgage, Allie and Kirsty were extremely efficient and always on hand to answer any questions, no matter how silly they seemed. Being able to go through the process over email made things much quicker and I never once had to worry or chase up a query as I knew it was being dealt with by people I trust.
Kimberley, Merseyside
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 <url hidden>.

Our services

Allie has been in the industry for over 20 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.

Where to find us
Head office address: Allisons Financial Planning Ltd, 3 Cross Pit Lane, Merseyside, WA11 8AH
Preferred clients
Minimum wealth (income/assets)
£51,000
Minimum pension value
£251,000
Minimum mortgage value
£101,000
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Make an enquiry Request a call back Recommend to a friend
Response rating
9.0/10
phone Show number
check
FCA authorised
Last authorised 16th May 2022

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