Allisons Financial Planning Ltd

Independent 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
11th November 2019
We provide advice for life and ensure that our recommendations are suitable for your current circumstances.
We can advise you on
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Buy to let
    • Buying first home
    • Mortgage protection
    • Next home / Remortgaging
    • Self-employed mortgages
    • Wealth management
    • ISAs
    • OEICs
    • Lump sum
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Group protection
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

Make an enquiry
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 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