Expanded into a Ltd company is 2004, Allisons Financial Planning Ltd has gone from strength to strength. We have a strong reputation for being able to offer impartial honest advice to our rapidly growing, local, national and international client list. Now boasting our own mortgage division and corporate financial planning department, clients and companies alike are able to obtain unbiased Independent Financial Advice on a commission or fee paying basis.

Contact Details

  Website
  City St Helens
  Postcode WA11 8AH
  Address The School House3 Cross Pit Lane Rainford
  Phone Number 017 4488 5555

  • I would recommend this business

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.

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Overall ratingExcellent

  • I would recommend this business

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.

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Overall ratingExcellent

  • I would recommend this business

Sarah has been an absolutely superb financial advisor. She has been so prompt, efficient and professional and has really taken the time to give thoughtful advice. Highly recommended.

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Overall ratingExcellent

  • I would recommend this business

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.

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Overall ratingExcellent

  • I would recommend this business

I recently remortgaged my house with this company and had the pleasure of dealing with Sarah who was both extremely efficient and swift with my new mortgage.

Sarah made sure that she had covered every option available (given my unique circumstances!) and sought out an amazing deal for me! I am delighted with my new mortgage and at no time was I made to feel pressurised into signing.

All the team work extremely hard and genuinely care about their job, particularly in doing the right thing for the customer. I have no hesitation in recommending Sarah and Allisons FP, You won't regret it! Thanks guys

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Overall ratingExcellent

  • I would recommend this business

Looking for advise to re-mortgage. One consultation put me on the road to a much more secure financial situation. Allie was understanding, put me at ease and offered extremely professional and clear advice. The outcome of the consultation was beyond what I was looking for. I was very negative about my situation, but Allie turned that around and has given me renewed confidence, I left that office with a BIG smile on my face.

WHAT COULD THEY HAVE DONE BETTER?

I can honestly say, from the moment I walked in nothing could have been done better!!!

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Overall ratingExcellent

  • I would recommend this business

I can not recommend Allie & her team highly enough..! They assisted with all aspects of our mortgage application & worked so hard to ensure we got the best one for our requirements! They took all the hassle out of what would have been a very stressful process for us. They were on hand to deal with all our queries, no matter how silly and we would have been lost without them..! They also sorted out our mortgage protection cover and home insurance..! If you are looking for financial advice of any kind, then look no further than Allie - I doubt you would find anyone better or more dedicated!

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Overall ratingExcellent

Customer Testimonials

Allie is very approachable and quite charming. This is supported by a sound knowledge of the subject. She shares her knowledge in a very reassuring style and has inspired great confidence in her advice. She is more than willing to come to see you at your convenience. I feel my money is safe in her hands.

WHAT COULD THEY HAVE DONE BETTER?

Difficult to see failings although during recent move of office communications were slightly delayed but that has now been resolved.


Allie has always been very patient and helpful to me. She understands my situation and never tries to push me to take any steps I am not completely happy with. I am only a small investor but she treats me like a personal friend and seems as pleased to act for me as I would expect an adviser to be for someone investing millions! Everything is clearly explained and Allie is always happy to answer any queries I may have, however trivial they may be. I understand she monitors the markets constantly and I believe she really knows her field and works hard for her clients.