Allisons Financial Planning celebrates a business milestone!

26 Sep 2019

Business

Allisons Financial Planning has recently celebrated 15 years in business. The company was founded in 2004 when Allie Baglow found herself moving from her home town of Devon to the North West.  She soon realised that there was a real demand for Independent Financial Advice focusing on strategy, financial objectives and wealth management.  The business grew and enabled Allie to move into Rainford village and set up offices.  The team has now grown to include a dedicated Mortgage Team and an Investment and Pensions arm to provide holistic financial planning to clients nationally.

Allie Baglow, Managing Director, explains: “Keeping your finances simple is a challenge I have taken throughout my 22 year career. Being able to discuss all areas of finance with the client in a simple and easy to understand way is so important to allowing the client to make an informed decision that suits them.

“The initial meeting with clients is key to ensure that expectations and objectives can be met. The discussion can also open other areas of their finances allowing a suitable plan and strategy to be recommended to the client.”

The friendly and fantastic team are always willing to go the extra mile to ensure the client is at the forefront of what they do. If you would like to find out more about Allisons Financial Planning, please click here.