Allisons Financial Planning Ltd

I have recently used Allisons staring with a full financial review. Allie spent time with me to understand exactly what I want to achieve in the immediate, and future years. From handling my re-mortgage and investments, Allie, Dom, Nina and the team kept me up to date with progress along the way, whilst also helping me understand all the terms; no question was any trouble. I now have a far clearer idea of how I stand financially, providing me with peace of mind. Thank you to Allie and her team.
Mar 26th, 2023

You really need to have 100% confidence and trust when appointing someone to manage your financial affairs or give you financial advice. I am skeptical by nature but can unreservedly recommend Allie. Allie is unquestionably a master of her trade and can impart her knowledge in a very clear and easy to understand manner. I really struggled for a long time to find someone who I could have complete confidence in and I felt completely comfortable working with - thankfully I found her and her team. Completely professional at all times and somebody who carefully listens to you and genuinely cares - a rare commodity these days - well done and thank you!
Mar 19th, 2023

Always received sound financial advice given with a professional understanding of my pension and investment requirements.
Feb 27th, 2023

We used Allisons Financial Planning as first time-buyers back in 2021 and have used them again recently to complete a product transfer. Both times they have been amazing. Very friendly, knowledgeable and trustworthy. We dealt with Sarah Higgs who in particular was lovely and didn't force us down any particular path, simply advised us of our various options and was extremely helpful throughout as well as being very easy to get hold of via email or phone. Would definitely recommend!
Feb 13th, 2023

We have been working with Allie for many years now and have always found her extremely professional and knowledgeable. She has consistently given us excellent financial advice which has enabled us to grow our finances over the years. I would strongly recommend using AFP Ltd. In fact, I have just recommended Allie to my parents.
Jan 31st, 2023