Business Details
Expert Financial Advisers in St Helens
Allisons Financial Planning has been delivering independent financial advice since 2005, founded by Allie Baglow after two decades of industry experience. Our approach combines technical expertise with personalized service, focusing on long-term client relationships. We specialise in mortgage solutions, pension planning, and wealth management, serving both individual and corporate clients across Merseyside and beyond.Our team of certified professionals maintains FCA authorisation and prioritises transparent communication, ensuring clients receive tailored advice aligned with their unique circumstances. Through continuous market analysis and regulatory compliance, we help clients navigate complex financial decisions while maintaining strict data security protocols.
Services
Mortgage Advice
Pension Planning
Wealth Management
Equity Release
Life Insurance
Home Insurance
Business Protection
Inheritance Tax Planning
Retirement Planning
First Time Buyer Support
Highlights and features
- We offer impartial advice with access to the whole mortgage market
- Our team includes Chartered Financial Planners with 20+ years' experience
- We provide tailored financial solutions for all life stages
- We maintain strict data security through encrypted client portals
- Our client-first approach has earned 5-star Trustpilot ratings
Associations and certifications
- Financial Conduct Authority
What people say
Exceptional service
Knowledgeable staff
Stress-free process
Personalised approach
Excellent communication
Services
Mortgage Advice
We provide independent mortgage advice covering first-time buyer schemes, remortgaging, and buy-to-let financing. Our advisers access exclusive deals across 200+ lenders while offering ongoing support through the application process. Clients benefit from tailored recommendations considering their complete financial circumstances.
Pension Planning
Our pension specialists help clients maximise retirement savings through SIPP arrangements and workplace pension optimisation. We provide tax-efficient strategies for both defined contribution and final salary schemes, with regular portfolio reviews to ensure alignment with changing life circumstances.
Wealth Management
We develop bespoke investment strategies considering clients' risk profiles and financial goals. Services include portfolio diversification, inheritance tax mitigation, and regular performance monitoring. Our approach combines capital protection with growth potential across multiple asset classes.
Equity Release
We offer impartial equity release advice through lifetime mortgages and home reversion plans. Our specialists explain all implications including impact on benefits and inheritance, ensuring clients understand available options before making irreversible decisions.
Life Insurance
We arrange comprehensive life cover solutions including term assurance, critical illness cover, and income protection policies. Our advisers compare products from major insurers to find appropriate protection levels that balance client needs with affordability.
People
Allie Baglow
CEO / Financial Adviser
With over 25 years' experience, Allie founded Allisons Financial Planning after working as a trainee in Devon. She specialises in long-term financial planning and has built a reputation for honest, client-focused advice that prioritises individual needs over product sales.
Lisa Collins
Head of Growth
Lisa brings two decades of financial services experience, transitioning from banking to mortgage specialism. She focuses on staff development and client journey improvements, leveraging her extensive industry knowledge to enhance service delivery.
Sarah Higgs
Mortgage & Protection Planner
Sarah has 10 years' experience in mortgage advising, including equity release solutions. She combines technical expertise with clear communication, helping clients understand complex financial products while maintaining FCA-compliant documentation standards.
Kirsty Lyons
Head of Operations
Kirsty has managed Allisons' operations for over a decade, overseeing compliance, HR, and financial processes. Her focus on continuous improvement ensures efficient service delivery while maintaining strict regulatory adherence across all business functions.
Anthony Singleton
Board Advisor
Anthony provides strategic leadership with 20 years' experience in technology sector management. He drives business growth initiatives while ensuring operational efficiency, bringing valuable cross-industry perspectives to enhance financial service delivery.
Questions
What areas do you cover for mortgage advice?
We operate from St Helens with clients across Merseyside, North Devon, and nationwide through remote consultations via phone or Teams.
Can first-time buyers get specialist support?
Yes, we provide dedicated first-time buyer assistance including Help to Buy schemes and mortgage deposit strategies tailored to individual circumstances.
Do you offer equity release advice?
Yes, our specialists provide comprehensive equity release advice covering lifetime mortgages and home reversion plans with clear explanations of all implications.
How are financial advisers qualified?
Our advisers hold relevant qualifications including Chartered Financial Planner status and maintain ongoing professional development as required by FCA regulations.
What protection products do you offer?
We arrange life insurance, critical illness cover, income protection, and family income benefit plans from major UK insurers to suit different protection needs.
Can I access my financial documents securely online?
Yes, our encrypted client portal allows secure document sharing, investment monitoring, and direct communication with your assigned adviser.
