About Us

Allisons Financial Planning Ltd offers unbiased Financial Advice to clients locally and nationally.  With our friendly team on hand to offer professional ongoing financial advice, clients who become clients of ours, stay with us throughout their financial journey. The offices in Rainford are very central to Manchester, Liverpool and Chester networks and we welcome existing and new clients alike.

Knowing your client is one of the key elements of providing high quality financial advice. This provides the foundations of building a portfolio, offering mortgage advice and achieving the clients objectives as set out in our initial discussion.

Bev Elliot has vast amounts of experience having spent 30 years working for one of the largest banks in the UK. Her role as a mortgage and protection adviser concentrates on offering all the elements to the house buying and remortgage process and also looks at other areas of the equation such as individual protection needs. Bev also holds the Ce-Map equity release qualification.

Allie Baglow has been in the industry since 1997 and has built her business from scratch. Dealing with friends and family initially, Allie soon realised that there was a gap in the market for friendly, professional, female advice and launched into a LTD company in 2004. Allie offers advice on Retirement Options, Investments, Savings, and Estate Planning and holds the full Financial Planning Qualification, Mortgage Advice Qualification and the JO5 Retirement Options Qualification.