Reviewed for

Insurance and Protection ( 50 )

Mortgages ( 63 )

Pensions ( 63 )

Equity Release ( 5 )

Retirement income (annuities, drawdown) ( 33 )

Auto Enrolment ( 1 )

Investments and Savings ( 73 )

Pension Transfers - Non Specialist ( 13 )

Inheritance Planning ( 6 )

Long Term Care ( 4 )

Pension Transfers - Specialist ( 9 )

Financial Planning ( 13 )

Financial Mentoring ( 2 )

Financial Coaching ( 1 )

Reviewers' assets

£500k+ ( 5 )

£200k - £500k ( 6 )

£100k - £200k ( 16 )

£50k - 100k ( 11 )

Up to £50k ( 33 )

Client reviews

Review from verified client

March, 2024

Overall

Advice

Service

Value

Based in Lancashire

What were the circumstances that caused you to initially look for an adviser?

We needed financisl advise regarding our retirement savings.

How has Allie Baglow helped you?

allie listened to our situation and plans for the future. Also assessed our living standards and outgoings. She went away and came bavk wuth a suggestion that not only gave us additional income now but planned for the future. All was explained and left for us to consider before being implemented.

Have you seen the outcome you were hoping for?

Yes so far everthing is as suggested .

What could they have done better?

Nothing

Review from verified client

December, 2023

Overall

Advice

Service

Value

Based in Merseyside

What were the circumstances that caused you to initially look for an adviser?

Not happy with my advisor. A colleague recommended Allie

How has Allie Baglow helped you?

A seamless transfer from previous advisor to Allisons . Advice on pension and implementing my drawdown

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing all good

Review from verified client

December, 2023

Overall

Advice

Service

Value

Based in Flintshire

What were the circumstances that caused you to initially look for an adviser?

Pension advice and consolidation Inheritance planning and investment guidance

How has Allie Baglow helped you?

Being a font of knowledge with regards to pensions and investments

Have you seen the outcome you were hoping for?

so far with the guidance we have been given we have seen a positive financial benefit within the first few months

What could they have done better?

Nothing - they have been very patient and accommodating with my Wife and I whilst we navigate our way through a whole new financial world

Review from verified client

December, 2023

Overall

Advice

Service

Value

Based in Lancashire

What were the circumstances that caused you to initially look for an adviser?

I was looking to consolidate my pensions and I was moving house and needed mortgage advice

How has Allie Baglow helped you?

Allie gave advice on the different pensions I have and how best to maximise them along with how these would work in a SIPP. I also obtained a new mortgage with Allie who facilitated quotes from different financial providers, allowing me to consider options as to which would work best for myself.

Have you seen the outcome you were hoping for?

Yes absolutely

What could they have done better?

I received a first class service, I don’t believe they could have done any better!

Review from verified client

December, 2023

Overall

Advice

Service

Value

Based in Cheshire

What were the circumstances that caused you to initially look for an adviser?

I took voluntary redundancy from my job & needed investment advice, Allie was recommended to me by a neighbour . I found Allie most intuitive & she immediately understood my financial requirements

How has Allie Baglow helped you?

Allie has helped me invest money & also to sort out my pensions in order for me to retire in the near future.

Have you seen the outcome you were hoping for?

Most definitely,Allie has gone to great lengths to get me the best pension deals possible.She has kept me informed at all times & is a great pleasure to do business with.

What could they have done better?

I think I have had superb service & couldn't imagine anything could have been done better.

Review from verified client

December, 2023

Overall

Advice

Service

Value

Based in Merseyside

What were the circumstances that caused you to initially look for an adviser?

I wanted to ensure m by children are looked after.

How has Allie Baglow helped you?

Arranged life cover

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

An all around great service.

Review from verified client

December, 2023

Overall

Advice

Service

Value

Based in Lancashire

What were the circumstances that caused you to initially look for an adviser?

Lost faith with my last adviser

How has Allie Baglow helped you?

Transferred pension Set up a plan for my pension Set up a future plan Wat I'm very happy with

Have you seen the outcome you were hoping for?

Yes and more Everything going ok

What could they have done better?

Nothing I could add at this time

Review from verified client

December, 2023

Overall

Advice

Service

Value

Based in Merseyside

What were the circumstances that caused you to initially look for an adviser?

I needed advise

How has Allie Baglow helped you?

In all areas of my financial planning and investments

Have you seen the outcome you were hoping for?

Yes

Review from verified client

December, 2023

Overall

Advice

Service

Value

Based in Cheshire

What were the circumstances that caused you to initially look for an adviser?

Our old advisor retired and we didn’t want to stay with that particular company as we felt that we had always had personal treatment and we wouldn’t get that sort of service anymore.

How has Allie Baglow helped you?

She has taken over our portfolio and has given us the personal service that we required.

Have you seen the outcome you were hoping for?

Yes, definitely! We feel much more in control of our finances as she has been very much hands on with the transfer from the old company.

What could they have done better?

Nothing! We are completely satisfied with the service she provides.

Review from verified client

December, 2023

Overall

Advice

Service

Value

Based in Cheshire

What were the circumstances that caused you to initially look for an adviser?

My previous advisor was taken over by a big corporate and I felt they were just going through the motions, losing that personal touch. I felt Allie and team had my interests at heart and were mindful of my short and long term goals.

How has Allie Baglow helped you?

Supportive and offering sound, understandable advice in a human way...to someone who doesn't speak 'financial language'.

Have you seen the outcome you were hoping for?

Too early to say, but signs are positive.

What could they have done better?

Nothing so far.

Review from verified client

December, 2023

Overall

Advice

Service

Value

Based in Lancashire

What were the circumstances that caused you to initially look for an adviser?

Retirement planning.

How has Allie Baglow helped you?

By understanding and interpreting our ongoing financial planning needs in order to provide the best possible investment advice.

Have you seen the outcome you were hoping for?

Definitely.

What could they have done better?

Nothing.

Review from verified client

January, 2023

Overall

Advice

Service

Value

Based in Worcestershire

What were the circumstances that caused you to initially look for an adviser?

I was looking to solidify my plans for retirement

How has Allie Baglow helped you?

Allie has provided balanced information and importantly ensured it has been clearly understood. She has supported the choices we have made and ensured we had a no nonsense outlook on the long term view of those choices

Have you seen the outcome you were hoping for?

Absolutely

What could they have done better?

The online dashboard has been improved and this was a result of taking direct feedback from here clients.

Review from verified client

December, 2022

Overall

Advice

Service

Value

Based in Cheshire

What were the circumstances that caused you to initially look for an adviser?

Financial advice on existing pensions and how to get the best out of them

How has Allie Baglow helped you?

Converted one of my pensions to a draw diwn

Have you seen the outcome you were hoping for?

Yes, and as my circumstances change, being able to rely on the advice Allie can give will be of great assistance.

Review from verified client

December, 2022

Overall

Advice

Service

Value

Based in Merseyside

What were the circumstances that caused you to initially look for an adviser?

I was unhappy with the interest rate on my savings.

How has Allie Baglow helped you?

Advised on how to invest my nest egg.

Have you seen the outcome you were hoping for?

It is too early to say.

Review from verified client

December, 2022

Overall

Advice

Service

Value

Based in Merseyside

What were the circumstances that caused you to initially look for an adviser?

Initially, I was looking for someone to help me with a mortgage. I own my own business, and it's not always a simple process so I needed expert advice.

How has Allie Baglow helped you?

Allie has helped me arrange my mortgage, pension, pension transfers and insurance. She has been incredibly understanding, empathetic and knowledgeable.

Have you seen the outcome you were hoping for?

Yes, absolutely.

What could they have done better?

Nothing, both Allie and her team have been amazing! I can't recommend highly enough.

Review from verified client

February, 2022

Overall

Advice

Service

Value

Based in Merseyside

What were the circumstances that caused you to initially look for an adviser?

Looking to retire soon and had some money that needed to be invested

How has Allie Baglow helped you?

Allie quickly understood my problem and was able to give the best advice to help me achieve my outcomes

Have you seen the outcome you were hoping for?

Early days yet but I am confident I will achieve them

What could they have done better?

Nothing

Review from verified client

January, 2022

Overall

Advice

Service

Value

Based in Merseyside

What were the circumstances that caused you to initially look for an adviser?

Review of finances

How has Allie Baglow helped you?

With all aspects of financial review

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Allie's reply

Thanks Sarah hope you are well

Review from verified client

January, 2022

Overall

Advice

Service

Value

Based in Merseyside

What were the circumstances that caused you to initially look for an adviser?

We were looking for financial advice and options at a point where we had changes in our life circumstances ie retirement and redundancy. We contacted Allie Baglow on the recommendation of one of her clients.

How has Allie Baglow helped you?

Allie listened carefully and helped us to take stock,clarify our future financial goals and recognise our attitudes to risk. She provided us with detailed information and options on investment and saving, to enable us to make informed choices. One aspect of the work she undertook was to pull together a number of old pensions together onto one platform for my husband. Allie has a very professional team who were very tenacious in getting all the information from various providers.

Have you seen the outcome you were hoping for?

We are still in the first year of using Allie’s services and have now got all of our investment, saving and pension arrangements in place. We will be having regular reviews with Allie going forward to ensure that we are in the best position.

What could they have done better?

I don’t have any suggestions for improvement as Allie and her team have been excellent.

Allie's reply

Thanks Clare appreciate it. Look forward to seeing you again this year. Allie

Review from verified client

November, 2021

Overall

Advice

Service

Value

Based in Merseyside

What were the circumstances that caused you to initially look for an adviser?

I was recently widowed and wanted advice to help with investing money and consolidation pensions to plan for my retirement

How has Allie Baglow helped you?

Allie helped by being completely transparent in how she could help me and what would be my best options based on my risk assessment.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Allie's reply

Thanks Lita

Review from verified client

November, 2021

Overall

Advice

Service

Value

Based in Merseyside

What were the circumstances that caused you to initially look for an adviser?

Reviewing our pensions

How has Allie Baglow helped you?

Allie put all our pensions together to make it easier to manage and forecast and set up Isa’s to run alongside them

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Review from verified client

November, 2021

Overall

Advice

Service

Value

Based in Merseyside

What were the circumstances that caused you to initially look for an adviser?

Redundant pension pots, bringing them together to help create a better retirement fund.

How has Allie Baglow helped you?

Through a mutual friend. Set up a meeting and was very clear and precise with questions I had and I came away satisfied.

Have you seen the outcome you were hoping for?

Upto now yes. It's a long term goal which I believe will be fine.

First impression from a user who is not yet a client

September, 2021

Overall

Please provide a brief comment about your experience with Allie

I've used Allie's serivce a few times for mortgages and remortgages and really can't recommend her highly enough - she really listens to what it is I'm wanting to achieve and quickly finds products that match that. Her advice is excellent: so well-informed but easy to understand, which helps me feel confident in making a decision from her advice, ratherh than just feeling railroaded into anything. I've found her very warm and helpful on every occasion.

First impression from a user who is not yet a client

September, 2021

Overall

Please provide a brief comment about your experience with Allie

Excellent service

First impression from a user who is not yet a client

September, 2021

Overall

Please provide a brief comment about your experience with Allie

Allie has been my advisor for many years and has always treated me and my wife with the utmost professionalism. Her advice has protected my retirement fund for many years.

First impression from a user who is not yet a client

September, 2021

Overall

Please provide a brief comment about your experience with Allie

I have used Allie's services for a number of years now and have found her to be superb. She is the utmost professional who clearly listens to and understands the needs and expectations of her customers and is able to translate them in to a financial package to suit. I look forward to working with her for many years to come.

First impression from a user who is not yet a client

September, 2021

Overall

Please provide a brief comment about your experience with Allie

Allie was extremely professional and gave invaluable advise on a matter that I had little knowledge about .

First impression from a user who is not yet a client

June, 2021

Overall

Please provide a brief comment about your experience with Allie

Friendly expert advice which is working for me through various scenarios during the last 10 or more years. I have recommended family and friends to Allie and they all report how pleased they are with her products and advice.

First impression from a user who is not yet a client

June, 2021

Overall

Please provide a brief comment about your experience with Allie

Allie provided me with a full service through from organising life insurance, health cover and pension. The service was tailored to my needs and levels of cover, different options available were clearly explained. The team who dealt with the administration of putting the policies and coverage in place were professional and patient (I'm not always the quickest at responding).

First impression from a user who is not yet a client

June, 2021

Overall

Please provide a brief comment about your experience with Allie

I was very sceptical about investing my hard earned cash until my introduction to Allie and her team, who were always there when I needed a chat. Allie gave me very sound advice, which I am delighted to say, have seen my investments go from strength to strength.

First impression from a user who is not yet a client

June, 2021

Overall

Please provide a brief comment about your experience with Allie

I am in the process of evaluating three IFA's selected from your site. These will be completed this week, after which I will decide to either use one or continue to search.

Review from verified client

April, 2021

Overall

Advice

Service

Value

Based in Merseyside

What were the circumstances that caused you to initially look for an adviser?

Initially to buy a house and subsequently savings and long term planning.

How has Allie Baglow helped you?

Planned a saving plan for my house deposit. Eventually buying my first house and eventually my second home. Set up long term financial saving and insurance packages.

Have you seen the outcome you were hoping for?

Yes

Review from verified client

March, 2021

Overall

Advice

Service

Value

Based in Lincolnshire

What were the circumstances that caused you to initially look for an adviser?

Everyday life

How has Allie Baglow helped you?

Quality advice, guidance and support

Have you seen the outcome you were hoping for?

Yes - so far

What could they have done better?

Nothing of note - good advice and good service

Review from verified client

January, 2021

Overall

Advice

Service

Value

Based in Cheshire

What were the circumstances that caused you to initially look for an adviser?

Recent passing of my wife & sale of the family home

How has Allie Baglow helped you?

Allie helped me by looking at all of my ingoings, outgoings before asking me to complete forms about how I spend my money. We met and discussed what I wanted to achieve from my funds, Allie was super informative and helpful in providing all the information I needed to make an informed decision.

Have you seen the outcome you were hoping for?

Yes

Allie's reply

Thanks Steve it’s been a pleasure advising you.

Review from verified client

January, 2021

Overall

Advice

Service

Value

Based in Merseyside

What were the circumstances that caused you to initially look for an adviser?

I was looking for a pension review

How has Allie Baglow helped you?

Allie and her team were very clear in thier communication and requests for information, which made the whole process easy to navigate.

Have you seen the outcome you were hoping for?

Still in the review process.

What could they have done better?

Can't think of anything they could have done better.

Review from verified client

January, 2021

Overall

Advice

Service

Value

Based in London

What were the circumstances that caused you to initially look for an adviser?

I was having trouble finding a high street lender in my return from living overseas.

How has Allie Baglow helped you?

I’ve used Allie’s help twice. On the first occasion I was moving back to the uk after several years working overseas. Despite returning to a senior role I was was getting turned down everywhere on the high street. Allie found me a mortgage with a provider who permitted me to provide documentation from my US bank. More recently I moved to London. My experience had been so positive before I didn’t hesitate: Allie found me a fantastic rate and helped me into my first London property without missing a beat.

Have you seen the outcome you were hoping for?

Yes. Twice!

What could they have done better?

Nothing. Allie’s knowledge was incredible and her service just amazing. In the whole process on each occasion it was Allie and her colleagues who did exactly what was needed politely, competently, promptly. Totally professional whilst remaining human enough to care. I have put others in touch directly.

Allie's reply

Thanks Simeon appreciate the review. Always great working with you.

Review from verified client

January, 2021

Overall

Advice

Service

Value

Based in Devon

What were the circumstances that caused you to initially look for an adviser?

The pension provider wouldn't draw down.

How has Allie Baglow helped you?

Expert advice. Honesty and very efficient.

Have you seen the outcome you were hoping for?

Nearly, we're waiting for the release of the funds from another company.

What could they have done better?

Nothing. I'm very happy with the service.

Review from verified client

January, 2021

Overall

Advice

Service

Value

Based in Merseyside

What were the circumstances that caused you to initially look for an adviser?

Mortgage

How has Allie Baglow helped you?

She advised us on the best options based on our financial position.

Have you seen the outcome you were hoping for?

Yes, it was a balanced approach that meant we didn't overstretch ourselves too far, to ensure if we came across difficult financial times, we could still afford the payments.

What could they have done better?

N/A

Allie's reply

Thanks Jon appreciate it !

First impression from a user who is not yet a client

June, 2020

Overall

Please provide a brief comment about your experience with Allie

She was knowledgeable and polite and helped me understand my position legally.

First impression from a user who is not yet a client

January, 2020

Overall

Please provide a brief comment about your experience with Allie

Contact was established very quickly following my inquiry, and she seems to have the knowledge i require to decide my financial future

Review from verified client

December, 2019

Overall

Advice

Service

Value

Based in Merseyside

What were the circumstances that caused you to initially look for an adviser?

It all started with the need for a mortgage. But I also required a savings option.

How has Allie Baglow helped you?

Allie provided the best mortgage options for ourselves and advised me on the best ISA available to me.

Have you seen the outcome you were hoping for?

Yes definitely

What could they have done better?

So far I have not had any issues I feel Allie and her team could of done any better.

Review from verified client

November, 2019

Overall

Advice

Service

Value

Based in Merseyside

What were the circumstances that caused you to initially look for an adviser?

Divorce.

How has Allie Baglow helped you?

She gave me comprehensive clear advice about how to invest my pension share. I was able to make an informed decision. She also facilitated that same pension share.

Have you seen the outcome you were hoping for?

Yes. My investment return is more than sufficient!

What could they have done better?

No. She could not have done better.

Allie's reply

Thanks Chris

Review from verified client

November, 2019

Overall

Advice

Service

Value

Based in Merseyside

What were the circumstances that caused you to initially look for an adviser?

Financial advisor with my bank was no longer available

How has Allie Baglow helped you?

Independent advice - reinvested my savings to make them work for me

Have you seen the outcome you were hoping for?

Yes, my savings have grown

Review from verified client

November, 2019

Overall

Advice

Service

Value

Based in Lincolnshire

What were the circumstances that caused you to initially look for an adviser?

Income growth

How has Allie Baglow helped you?

Advice on everything

Have you seen the outcome you were hoping for?

Yes. Savings grown; good value mortgage

What could they have done better?

More proactive annual reviews and to do those face to face / via video link if needs be

Review from verified client

November, 2019

Overall

Advice

Service

Value

Based in Merseyside

What were the circumstances that caused you to initially look for an adviser?

We were thinking of getting buy to let property and needed advice on mortgages.

How has Allie Baglow helped you?

Allie actually visited us at our home address and fully assessed our needs then conducted a risk assessment on both of us to see how it might affect us on a non financial way also. Her professionalism cannot be faulted, she now has wonderful staff who are equally interested in giving the best possible service.

Have you seen the outcome you were hoping for?

Yes, we started with one mortgage and have gone on to have another, Allie really makes things so easy, she has also set up our life insurance again it was made easy for us.

What could they have done better?

I honestly can’t fault the service Allie and her staff have provided, from the minute you go in the office you are made to feel very welcome and nothing is too much trouble. I would highly recommend Allison’s financial services.

Review from verified client

November, 2019

Overall

Advice

Service

Value

Based in Cheshire

What were the circumstances that caused you to initially look for an adviser?

A divorce followed by redundancy from work aged 60 and needed advice on finances to ensure I am secure though latter years.

How has Allie Baglow helped you?

She listened to my concerns and advised in the best possible way where my divorce settlement pension and my own pensions would work best for me.

Have you seen the outcome you were hoping for?

Yes. I am financial better off now than when I worked. I have a projected income that should last me to age 89. I am also aware that I can take a sum of money free of charge should I need to buy an expensive item eg a car.

What could they have done better?

Nothing, Allie truly had everything covered

Allie's reply

Thanks Sue !

Review from verified client

November, 2019

Overall

Advice

Service

Value

Based in Cornwall

What were the circumstances that caused you to initially look for an adviser?

Buying Property

How has Allie Baglow helped you?

Allie helped with every aspect and gave sound advice regarding investment and mortgages

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Excellent in every way

Allie's reply

Thanks Janet

Review from verified client

November, 2019

Overall

Advice

Service

Value

Based in Merseyside

What were the circumstances that caused you to initially look for an adviser?

In the first instance, we were looking for a mortgage.

How has Allie Baglow helped you?

Allie checked the whole market to get us the best deal. Plus, by undertaking to do this, she took all of the stress away from us...!

Have you seen the outcome you were hoping for?

Yes, we got a great mortgage

What could they have done better?

I can’t fault Allie....she’s been brilliant every time we’ve engaged her services..!

Review from verified client

November, 2019

Overall

Advice

Service

Value

Based in Merseyside

What were the circumstances that caused you to initially look for an adviser?

I have set up a SIIP among other investments. My concerns are having enough in retirement.

How has Allie Baglow helped you?

Allie and I spoke at length about my SIIP, company pension etc. Allie didn’t sway me away from how I invested and do something else instead. I really felt she was thinking of my personal interests. Should I take my redundancy at 55 she said she would advise me then on how to invest to supplement my pension.

Have you seen the outcome you were hoping for?

Yes I feel I’m on the right track and I have taken her advice on setting up a will.

What could they have done better?

Allie has been very kind with her time. No advisor has a crystal ball.

Review from verified client

November, 2019

Overall

Advice

Service

Value

Based in Merseyside

What were the circumstances that caused you to initially look for an adviser?

We were remortgaging.

How has Allie Baglow helped you?

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.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

No, Allie is thorough, knowledgeable and very easy to deal with, we have been very happy with her services.

Review from verified client

November, 2019

Overall

Advice

Service

Value

Based in Devon

What were the circumstances that caused you to initially look for an adviser?

Allie has been advising me since I purchased my very first home back in 2004

How has Allie Baglow helped you?

Allie has advised on numerous areas. The best way to finance house purchases, protecting income, savings.

Have you seen the outcome you were hoping for?

Yes absolutely.

What could they have done better?

Allie takes the time to run through all options, there is nothing I would ask her to do differently.

Review from verified client

November, 2018

Overall

Advice

Service

Value

Based in Merseyside

What were the circumstances that caused you to initially look for an adviser?

I was coming up to retirement age and needed some expert advice on my future pension income.

How has Allie Baglow helped you?

Allie visited my wife and I at home and we discussed everything regarding our finances. She took all our details away and returned with several plans for our future income and wellbeing.

Have you seen the outcome you were hoping for?

Yes, the option we selected has been delivered.

What could they have done better?

Very little, I cannot speak highly enough about Allie's friendly personality and totally professional attitude.

Review from verified client

November, 2018

Overall

Advice

Service

Value

Based in Merseyside

What were the circumstances that caused you to initially look for an adviser?

Retiring and having several pensions I wanted them to work as effectively as possible. Also advice on how to get the best return on our savings.

How has Allie Baglow helped you?

She listened to us and asked pertinent questions about what was important to us. She then provided a profile and made recommendations based on what we had told her.

Have you seen the outcome you were hoping for?

Yes and we are very satisfied.

What could they have done better?

I don't believe that there is anything she could have done better.

Review from verified client

November, 2018

Overall

Advice

Service

Value

Based in Merseyside

What were the circumstances that caused you to initially look for an adviser?

Wife died & needed someone sort out my finances

How has Allie Baglow helped you?

Allie was total professional & helped me with my finances

Have you seen the outcome you were hoping for?

Yes & excelled my expectations

Review from verified client

November, 2018

Overall

Advice

Service

Value

Based in Cheshire

What were the circumstances that caused you to initially look for an adviser?

I wanted financial advice to plan my retirement

How has Allie Baglow helped you?

Allie has drawn up a plan and has setup a investment ISA

Have you seen the outcome you were hoping for?

I only set this up in October.

What could they have done better?

Nothing.

Review from verified client

November, 2018

Overall

Advice

Service

Value

Based in Lancashire

What were the circumstances that caused you to initially look for an adviser?

On reaching retirement age we understood that would need professional advice to manage our packages that were spread far and wide.

How has Allie Baglow helped you?

We found her services true and dilligent. She provided us with precise and appropriate solutions to cover our circumstances and needs, and continues to do so.

Have you seen the outcome you were hoping for?

We think we have found our needs well covered resulting in peace of mind for ourselves.

What could they have done better?

We think that there is nothing that could have been done better, the services and advice Ally provided were second to none.

Review from verified client

November, 2018

Overall

Advice

Service

Value

Based in Cheshire

What were the circumstances that caused you to initially look for an adviser?

Investing money inherited

How has Allie Baglow helped you?

Approachable, responsive, efficient, up to date, and fully tuned to our needs.

Have you seen the outcome you were hoping for?

Very much so and have recommended her to many friends with complete confidence

What could they have done better?

Nothing comes to mind

Review from verified client

November, 2018

Overall

Advice

Service

Value

Based in Cornwall

What were the circumstances that caused you to initially look for an adviser?

Buying a house and investments

How has Allie Baglow helped you?

Helped with finding a good rate on mortgage and set up for a good period of time

Have you seen the outcome you were hoping for?

Yes, very much so. Allie has helped me over the years with my investments and has always given me sound advice. I trust and rely on her 100%

What could they have done better?

Allie has grown and developed her company over the years and has always maintained that personal touch.

Review from verified client

November, 2018

Overall

Advice

Service

Value

Based in Merseyside

What were the circumstances that caused you to initially look for an adviser?

I wanted to make some investments but specifically in recycling and other 'green' markets.

How has Allie Baglow helped you?

Allie was brilliant. She sorted this out for me, which I was really pleased about, as other advisors I'd spoken to told me I wouldn't be able to choose where my money went.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

I'm really happy with Allie. I was very new to the investment world and she explained everything really well. I trust her, too, which is very important. Allie's really professional and approachable and I'd recommend her without question.

Review from verified client

November, 2018

Overall

Advice

Service

Value

Based in Cheshire

What were the circumstances that caused you to initially look for an adviser?

I left my job at Vauxhall Motors taking voluntary redundancy,I also had an inheritance to invest. I received a recommendation for Allie from a neighbour via the Streetlife website.

How has Allie Baglow helped you?

Allie came to consult with me & made me feel she understood my needs . As things progressed it became clear she was very clear on my requirements & has organised my investments in my opinion very professionally. I was very pleased with the friendly & intuitive way Allie looked after my financial requirements.

Have you seen the outcome you were hoping for?

It is early days yet but if things go to plan I fully expect to see the desired outcome. Allie also spotted an anomaly in my pension providers figures & successfully challenged them which I was very pleased about. This saved me approx £15000. The attention to detail & diligence were superb.

What could they have done better?

I really feel the service & advice received were above my expectations so all I can say is I look forward to our ongoing business relationship.

Review from verified client

November, 2018

Overall

Advice

Service

Value

Based in Cheshire

What were the circumstances that caused you to initially look for an adviser?

My previous Financial Adviser did not provide a good service

How has Allie Baglow helped you?

Allie Baglow took control of my finances, outlined all options and offered sound advice

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing - I am more than happy with the service provided and have complete trust in Allie to look after my finances

Review from verified client

November, 2018

Overall

Advice

Service

Value

Based in Merseyside

What were the circumstances that caused you to initially look for an adviser?

Buying property

How has Allie Baglow helped you?

Allie has helped with the purchase of 2 properties, She also advises and organises our life cover and insurances.

Have you seen the outcome you were hoping for?

Yes

First impression from a user who is not yet a client

October, 2017

Overall

Please provide a brief comment about your experience with Allie

Put me in contact with a adviser within 12hrs Very helpful thank you

Review from verified client

October, 2017

Overall

Advice

Value

Service

Based in Lancashire

What were the circumstances that caused you to initially look for an adviser?

It was our first mortgage and needed someone to remove the gargon 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.

How has Allie Baglow helped you?

She 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.

Have you seen the outcome you were hoping for?

Yes and they made the process much easier than expected.

What could they have done better?

Nothing. Fantastic service.

Review from verified client

June, 2017

Overall

Advice

Service

Value

Based in Manchester

What were the circumstances that caused you to initially look for an adviser?

We were looking for a mortgage as first time buyers and also to get buildings and contents insurance.

How has Allie Baglow helped you?

Allie and her team helped find a number of mortgage options to suit our circumstances and helped to explain each. They also helped us to find appropriate buildings and contents insurance as we exchanged. Allie also ensured that our Mortgage Decision in Principle was ready in a very short space of time so that we could have our offer considered - and that ultimately helped us secure the house.

Have you seen the outcome you were hoping for?

We were delighted with the support provided and they made the whole process simple at a stressful time.

What could they have done better?

I really couldn't think of anything that they could have done better.

First impression from a user who is not yet a client

March, 2017

Overall

Please provide a brief comment about your experience with Allie

Very clear and professional, certainly thorough and responsive. A positive meeting.

Review from verified client

August, 2016

Overall

Advice

Service

Value

Based in Cheshire

What were the circumstances that caused you to initially look for an adviser?

Retiring from work and needed help to sort out my financial requirements looking forward.

How has Allie Baglow helped you?

She gave me excellent advice. Walked me through every step of the possible consequences of each choice that was available to me, explaining it in language I could understand and relate to. Let me make my own decisions with her expertise and guidance but without pointing me in any particular direction.

Have you seen the outcome you were hoping for?

Absolutely. I am more than happy with the resulting returns of my retirement fund. I also consulted her about a remortgage of our house which she looked into and came up with an excellent 10 year offer from a mainstream provider that is has just been completed.

Review from verified client

March, 2016

Overall

Advice

Service

Value

Based in Devon

What were the circumstances that caused you to initially look for an adviser?

First time buyers to the housing market and later our second hone.

How has Allie Baglow helped you?

With every aspect of buying our first home and then later our affordability for what we could afford.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing to be honest. She helped with everything from start to finish answering all questions we hadn't even thought of asking.

Review from verified client

March, 2016

Overall

Advice

Service

Value

Based in Merseyside

What were the circumstances that caused you to initially look for an adviser?

We were looking to change our mortgage provider. A friend who had used Allie highly recommended Allisons Financial Planning.

How has Allie Baglow helped you?

Allie provided clear advice on mortgages, moved quickly to secure a great rate making the whole process stress free.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

I was totally satisfied with how Allie dealt with our mortgage and don't feel that there could have been any improvement.

First impression from a user who is not yet a client

February, 2016

Overall

Please provide a brief comment about your experience with Allie

Our conversation proved very helpful on handling my future finances.

Review from verified client

January, 2016

Overall

Advice

Service

Value

Based in Merseyside

What were the circumstances that caused you to initially look for an adviser?

Query regarding savings and mortgage.

How has Allie Baglow helped you?

Clarification of pension decisions and whether to buy outright or apply for a mortgage.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing; it was the first time I'd contacted a financial advisor and it helped me to clarify a few salient points.

First impression from a user who is not yet a client

January, 2016

Overall

Please provide a brief comment about your experience with Allie

Allie provided relevant information for my query, it was very helpful

Review from verified client

January, 2016

Overall

Advice

Service

Value

Based in Lancashire

What were the circumstances that caused you to initially look for an adviser?

Allie Baglow came highly recommended by my two daughters and son-in-laws. She had given them both invaluable advice and support and my husband and I approached her regarding a new mortgage and life insurance. Recently we have sought pension advice.

How has Allie Baglow helped you?

Allie Baglow has provided an excellent service and her knowledge and expertise are second to none. Due to her sound advice we have been able to manage our financial affairs with confidence.

Have you seen the outcome you were hoping for?

Definitely.

What could they have done better?

In our opinion she is outstanding. She is honest, trustworthy and we would never consider using any other financial advisor.

First impression from a user who is not yet a client

August, 2015

Overall

Please provide a brief comment about your experience with Allie

My initial meeting with Allie has been very useful and I am highly impressed with her professionalism, openness and friendly manner. My meeting was arranged within a week and her assistant rang in advance and asked if the time could be put back one hour which I happily agreed.

Review from verified client

July, 2015

Overall

Advice

Service

Value

Based in Merseyside

What were the circumstances that caused you to initially look for an adviser?

I needed advice regarding long term savings / saving for retirement.

How has Allie Baglow helped you?

Explained everything in plain English, didn't over promise and gave me a clear understanding of what I need to do to achieve my goals.

Have you seen the outcome you were hoping for?

An investment strategy has been put in place and I am happy with and understand the plan.

What could they have done better?

I don't feel I could suggest anything else Allie could have done better, she is a pleasure to deal with and I always know where I stand.

Review from verified client

July, 2015

Overall

Advice

Service

Value

Based in Lancashire

What were the circumstances that caused you to initially look for an adviser?

Looking for advise to re-mortgage.

How has Allie Baglow helped you?

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.

Have you seen the outcome you were hoping for?

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!!!

Review from verified client

November, 2014

Overall

Advice

Service

Value

Based in Lancashire

How has Allie Baglow helped you?

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.

Review from verified client

November, 2014

Overall

Advice

Service

Value

Based in Merseyside

How has Allie Baglow helped you?

Allie was extremely helpful and just knew exactly what we needed and what would be best for our situation. I was completely confident that Allie would carry out all our requirements. She was so helpful and never minded me continuously contacting her to clarify my understanding of any issue. Everything was delivered on time an completed on time. The after servie we recieved was personal and made me feel a valued customer. I would reccommend using Allie and will definately be contacting her for any further financial service we need.

Review from verified client

October, 2014

Overall

Advice

Service

Value

Based in Merseyside

How has Allie Baglow helped you?

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..! Huge thank you for everything - I won't hesitate to use Allie again or recommend them to anyone & everyone! Excellent service..!

What could they have done better?

I can honestly say there is nothing that could improve the service as it was first class!

Review from verified client

October, 2014

Overall

Advice

Service

Value

Based in Merseyside

How has Allie Baglow helped you?

Allie was recommended to us and we wish we had took her advice sooner she helped us sort all our finances out and helped us choose the correct mortgage for us we had policies in place for life cover etc but after speaking to Allie we changed all these to suite our needs she was very helpful and patient with us and explained everything so ensure we understood,We are now very happy with everything we have in place because what we had was totally wrong for us and thankfully Allie reviewed everything for us ,

What could they have done better?

Nothing all went very smoothly

Review from verified client

October, 2014

Overall

Advice

Service

Value

Based in Cheshire

How has Allie Baglow helped you?

The service that myself and my family have recived over the years that have been with Alisions Financial services have been second to none.The care and attention to detail is excellant and i would not hesitate in recomening all the services they offer

What could they have done better?

Nothing

Review from verified client

October, 2014

Overall

Advice

Service

Value

Based in Lancashire

How has Allie Baglow helped you?

Fantastic service from start to finish and everyone goes that extra mile to help. All enquiries and queries dealt with promptly and I wish we had found Allie Baglow sooner. We would definitely recommend Allie to everyone and I am sure like myself they will not be disappointed by the excellent service. All the team that work with Allie are a credit to her and In the future I will not hesitate to use Allie Baglow again.

Review from verified client

October, 2014

Overall

Advice

Service

Value

Based in Merseyside

How has Allie Baglow helped you?

Allie and her team handled our finances in our attempt to get a help to buy scheme mortgage. They provided one of the most professional services I or my partner have ever come across and will be happy to recommend them to anyone who is seeking financial advice. A pleasure to deal with and nothing we could ask of them was too much trouble.

First impression from a user who is not yet a client

August, 2014

Overall

Please provide a brief comment about your experience with Allie

Very quick and friendly service.

Review from verified client

August, 2014

Overall

Advice

Service

Value

Based in Cheshire

How has Allie Baglow helped you?

Allie contacted us promptly by telephone and took down the details of our query. She then responded by email and reassured us that our financial strategy was sound and that we should contact later to discuss Equity Release. This was free advice...!!!

What could they have done better?

Nothing could be better.

First impression from a user who is not yet a client

July, 2014

Overall

Please provide a brief comment about your experience with Allie

Allie contacted us after another IFA had made an appointment. The process by which one selects one IFA & 3 are contacted is very strange. I apologised to Allie & she was very helpful & accepted it was a lottery who we spoke to first. I have answered this

First impression from a user who is not yet a client

June, 2014

Overall

Please provide a brief comment about your experience with Allie

Very professional and approachable

First impression from a user who is not yet a client

June, 2014

Overall

Please provide a brief comment about your experience with Allie

Very professional and friendly team.

Review from verified client

May, 2014

Overall

Advice

Service

Value

Based in Merseyside

How has Allie Baglow helped you?

Very approachable, explains my investment portfolio in terms I understand even when I don't understand the statement or graphs etc, Is available for a quick impromptu query without a n appointment

Review from verified client

May, 2014

Overall

Advice

Service

Value

Based in Cheshire

How has Allie Baglow helped you?

Never having dealt with an IFA I was a little apprehensive as the world of finance leaves me baffled, but from our first meeting Allie was very approachable and made me feel at ease. She explained everything simply and clearly and consolidated my messy finances with complete professionalism. I would highly recommend Allie and Allisons Financial Planning. Joan Cheshire

What could they have done better?

Nothing

Review from verified client

May, 2014

Overall

Advice

Service

Value

Based in Devon

How has Allie Baglow helped you?

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.

Review from verified client

May, 2014

Overall

Advice

Service

Value

Based in Cheshire

How has Allie Baglow helped you?

Allie Baglow has proved to be a very good adviser and both her and her staff are very professional and responsive whenever we need help

Review from verified client

May, 2014

Overall

Advice

Service

Value

Based in Cheshire

How has Allie Baglow helped you?

Allie has the expertise and knowledge to listen to what you you want from your pension pot. Then she will put forward several options and ask you to decide which one or more than one, you feel is right for you. She then explains each in great detail so that you can reconsider or go with your first option. Each option is carefully formatted so as to be understood by anyone whether extremely well educated or like me a school leaver at fifteen. You are able to make an informed decision by using Allie's guidance and opinion but without being channelled down one road or the other. After exploring all the options there will be one that is best suited to you and usually that is the one that is arrived at eventually.

Review from verified client

May, 2014

Overall

Advice

Service

Value

Based in Staffordshire

How has Allie Baglow helped you?

Allie keeps me up to date with all the latest mortgage news and replies promptly to my questions. She has helped me every step of the way by re-assuring and going through all of the available options.

What could they have done better?

To be honest, nothing! I would highly recommend her.

Review from verified client

May, 2014

Overall

Advice

Service

Value

Based in Flintshire

How has Allie Baglow helped you?

Excellent service all round, helped get everything sorted.

First impression from a user who is not yet a client

May, 2014

Overall

Please provide a brief comment about your experience with Allie

Allie's reply

Hi As your enquiry was tax related I suggested an accountant would be a better option for you. After this enquiry you also mentioned mortgage advice however I did not know this information at the initial meeting. I ensured that I pointed you in the direction of the professional adviser that you needed so unsure what else I could of done?

First impression from a user who is not yet a client

April, 2014

Overall

Please provide a brief comment about your experience with Allie

Allie declined our meeting as she had other business to attend to. She passed us on to an associate. He obviously knew his subject but turned up late and more or less proposed it better to discuss at a later date. He answered all the questions I put to hi

Review from verified client

April, 2014

Overall

Advice

Service

Value

Based in Lancashire

How has Allie Baglow helped you?

Allie and her team are knowledgeable, trustworthy and very responsive in terms of service and I would fully recommend them.

What could they have done better?

Continue to explain things as simply as possible - there is a lot of jargon and complexity in FS

Review from verified client

March, 2014

Overall

Advice

Service

Value

Based in Cheshire

How has Allie Baglow helped you?

I cannot speak highly enough about the service I was given not only by Allie herself but Helen and Sam by her two highly efficient and friendly assistants. I have known Allie for years and yet again she made the whole process of sorting out my mortgage and life assurance so straightforward and easy. The team kept me up to date and took away all the stress!! I always recommend Allie to any of my friends who need someone to help them find their way through the financial maze .... she makes it all so easy Thanks Allie

What could they have done better?

I cannot think of anything she could do better

First impression from a user who is not yet a client

March, 2014

Overall

Please provide a brief comment about your experience with Allie

Review from verified client

March, 2014

Overall

Advice

Service

Value

Based in Staffordshire

How has Allie Baglow helped you?

Thanks to Allie for advising me of my options. She was fantastic at explaining things and keeping me up to date.

First impression from a user who is not yet a client

February, 2014

Overall

Please provide a brief comment about your experience with Allie

Review from verified client

February, 2014

Overall

Advice

Service

Value

Based in Cheshire

How has Allie Baglow helped you?

Allie has been supporting us for many years and have we total confidence and trust in her guidance and advice. Her friendly and patient approach maker her the perfect advisor. Would be lost without her! Highly recoomended.

Review from verified client

January, 2014

Overall

Advice

Service

Value

Based in Merseyside

How has Allie Baglow helped you?

Very organised and straight to the point and always makes me feel reassured with her advice. Very much recommended.

What could they have done better?

Nothing at all.

Review from verified client

December, 2013

Overall

Advice

Service

Value

Based in Merseyside

How has Allie Baglow helped you?

Quite simply Allie is superb. No nonsense approach, no flannelling . Very clear and succinct. Patient and not in the slightest patronising.

Review from verified client

December, 2013

Overall

Advice

Service

Value

Based in Cheshire

How has Allie Baglow helped you?

Allie has been our financial adviser for many years, and we have come to rely on her completely. She takes an individual and personal approach, adapting plans sensitively to our changing circumstances whilst maintaining the priorities that are in our best interests. Her knowledge is right up-to-date, and she acts proactively to maximise opportunities in the current markets for us, with consistently successful results. Everything is done with prompt efficiency, good spirit and easy communication. Totally professional, genuinely client-focused, and always giving 100%........We feel lucky to have such a gifted and engaging partner in managing our affairs, and could never feel as confident with anyone else.

What could they have done better?

It would be difficult to find anything

First impression from a user who is not yet a client

December, 2013

Overall

Please provide a brief comment about your experience with Allie

Allie was able to make our complicated requirements simple!!! Thank you, Emma & Chris x

First impression from a user who is not yet a client

December, 2013

Overall

Please provide a brief comment about your experience with Allie

Great response and always responds to any quiries quickly.

Review from verified client

December, 2013

Overall

Advice

Service

Value

Based in Gloucestershire

How has Allie Baglow helped you?

Allie has been outstandingly professional and helpful. She is prompt in contact, and comes at an extremely competitive price. We have recommended her highly to family as we feel she is genuinely trustworthy and hardworking.

Review from verified client

December, 2013

Overall

Advice

Service

Value

Based in Merseyside

How has Allie Baglow helped you?

Allie always explains things in a clear and easy to understand way which is useful especially as I've limited in-depth financial knowledge. Her advice is always spot on and I couldn't be happier with her service.

First impression from a user who is not yet a client

November, 2013

Overall

Please provide a brief comment about your experience with Allie

We have only just begun the process with Allie however we are thoroughly happy to have found her. We will definitely be acting on her good advice and taking out mortgages directly through her services.

Review from verified client

November, 2013

Overall

Advice

Service

Value

Based in Devon

How has Allie Baglow helped you?

Advises and invests

What could they have done better?

Can't think of anything to improve Ali's service.

Review from verified client

November, 2013

Overall

Advice

Service

Value

Based in Cheshire

How has Allie Baglow helped you?

When I met Allie, it was to sort out a new mortgage, which was done very efficiently. I had always meant to get my finances sorted, but had never got round to it, so Allie suggested that as a seperate issue we would look at my general finances and help me to get the best out of the savings which I had in a building society...earning nothing! She has now helped me to understand how my money can do more for me, and made the process of investing my money, really easy. Allie will review my investments regularly and I trust her implicitly!

Review from verified client

November, 2013

Overall

Advice

Service

Value

Based in Derbyshire

How has Allie Baglow helped you?

Allison from Allisons Financial planning provided an exemplary service. Detailed information was provided promptly and I really felt she understood our particular needs and concerns, outlining a number of options and making sound recommendations which we did not hesitate to take.

Review from verified client

November, 2013

Overall

Advice

Service

Value

Based in Lancashire

How has Allie Baglow helped you?

Really helpful. Keeps in touch throughout the whole procedure and makes it all so simple. Allie gave us several options on the mortgage but gave us time to digest it in order to make our decision . Also we decided to purchase a life insurance alongside the mortgage and even after the purchase we have been happy with decisions we have made. So much so that we have recommended Allie to family and friends.

What could they have done better?

I cannot think of anything. We have used Allie a lot of times over the years and have never been dissapointed and neither has my family and friends

Review from verified client

November, 2013

Overall

Advice

Service

Value

Based in Cheshire

How has Allie Baglow helped you?

Allie is without doubt one of the most professional and approachable people that I know. Weve covered most aspects of my financial planning needs, but i ultimately took her advice and recommendations in the area above, with a view to discussing my mortgage requriements at a later date. I will continue to utilise Allie moving forward and have, to date, recommended two close friends to her for financial advice.

What could they have done better?

Nothing

Review from verified client

November, 2013

Overall

Advice

Service

Value

Based in Flintshire

How has Allie Baglow helped you?

Allie and her team provide an exceptional service and always go to great lengths to keep you informed, both in relation to outstanding matters and recommended changes to investments, mortgage etc. They do not over-complicate advice and pay careful attention to the level of risk an individual is willing to accept. As a consequence, the performance of my investments has consistently been above average and I have developed great confidence in the advice provided.

First impression from a user who is not yet a client

October, 2013

Overall

Please provide a brief comment about your experience with Allie

Review from verified client

October, 2013

Overall

Advice

Service

Value

Based in Lancashire

How has Allie Baglow helped you?

Allie is fastidious in her client care. Her professionalism is her stand out quality, which, allied with her solid knowledge and her ability to distil her advice down into its core decision elements is what mark her out as a leader in her filed. I commend her to you.

Review from verified client

October, 2013

Overall

Advice

Service

Value

Based in Cheshire

How has Allie Baglow helped you?

Allie and her team took the time to understand our specific mortgage and protection needs and more importantly placed these in the context of our overall financial position. Allie was well prepared and led us to an understanding of where we are and where we want to be financially and mapped out the steps to get us there. We could not praise her or her team highly enough for their knowledge, communications and delivery.

First impression from a user who is not yet a client

September, 2013

Overall

Please provide a brief comment about your experience with Allie

Prompt reply. Very Good

First impression from a user who is not yet a client

August, 2013

Overall

Please provide a brief comment about your experience with Allie

Review from verified client

August, 2013

Overall

Advice

Service

Value

Based in Lancashire

How has Allie Baglow helped you?

Allie and her team have been absolutely fabulous cannot recomend her services highly enough. We needed a second mortgage and ended up with three...!!! Everything she did was over and above what was expected of her, more of a friend than advisor now, will actually miss her now everything had gone through, defiantly would recommend her and will use her services again... Thanks Allie.

What could they have done better?

Nothing, couldn't have asked anything more.

Review from verified client

August, 2013

Overall

Advice

Service

Value

Based in Lancashire

How has Allie Baglow helped you?

Alison's Finanacial Planning Ltd provide an excellent service. They are very professional, independent and knowledgeable. We have managed to save a considerable amount of money off our mortgage using the advice they have given us. We are very pleased with their services and have recommended them to a number of friends.

What could they have done better?

Nothing we are very pleased and happily recommend her to friends.

First impression from a user who is not yet a client

August, 2013

Overall

Please provide a brief comment about your experience with Allie

she was very honest and very attentive and gave me the information i req without making it into a saga

Review from verified client

August, 2013

Overall

Advice

Service

Value

Based in Lancashire

How has Allie Baglow helped you?

Allie was very honest with her assessment of my problems, and gave me very good advice in which way i could proceed with my pension investments in a easy to understand no nonsense approach. Also her response time from contacting me after using this web page was within 24 hrs . I will definitely be contacting her again for my next financial advice.

Review from verified client

August, 2013

Overall

Advice

Service

Value

Based in Merseyside

How has Allie Baglow helped you?

I was very pleased with the service that I received . Nothing was too much trouble & would strongly reccommend Allie's expertise without hesitation.

Review from verified client

July, 2013

Overall

Advice

Service

Value

Based in Cheshire

How has Allie Baglow helped you?

Everything 5***** nothing was too much trouble even after hours.

What could they have done better?

Nothing everthing was perfect

Review from verified client

July, 2013

Overall

Advice

Service

Value

Based in Merseyside

How has Allie Baglow helped you?

Found Allie through her website http://www.best-financial-advice.co.uk and straight way was very pleased with her friendly and knowledgeable nature. Professional from the outset she presented us with the information and advised us on the best course to meet our requirements. Thankfully she waded through all the small print and definitely felt she had our best interests at heart.

What could they have done better?

Free Parker pen . . . . not really . . . . nothing just maintain the same level of professionalism

Review from verified client

July, 2013

Overall

Advice

Service

Value

Based in Cheshire

How has Allie Baglow helped you?

I was at a Financial crossroads abot 5 yrs ago and had read an article on Female FA's. I was a 50 + Single female and I was starting to worry whether i would be as comfortable as I wished in retirement and whether I would be able to fulfil family committments. Having several Pensions, should I continue or consildate them?....I had so many Q's...Finding Allie on a google search was the best 115 mins I have spent Financially in my life...She has been of great support with her advice and i am more than pleased with my returns, I also added to my portfolio with a 2nd property, something I would not have had the confidence for pre Allie. She is almost like a best friend in that if I haven't seen her for several months, we pick up were we left off. I look forward to her visits as I have every confidence she will keep me on the right & profitable track into my Retirement. I have just recommended her to a lifelong friend. She is a consumate proffessional....If you read this Allie, if I haven't already said it...Thanks!!

What could they have done better?

Nothing

First impression from a user who is not yet a client

July, 2013

Overall

Please provide a brief comment about your experience with Allie

Review from verified client

July, 2013

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Value

Based in Cheshire

How has Allie Baglow helped you?

The service provided was very profesional and conducted in such a way that you felt at all times that you were a valued customer. Every aspect of the process was explained fully so that everything was understood. I would recommend them to anyone who encountered the problems we had because nothing was too much trouble for them.

First impression from a user who is not yet a client

June, 2013

Overall

Please provide a brief comment about your experience with Allie

I have had no contact what so ever from this person...very poor service

Allie's reply

I contacted this client on two occasions and left messages and unfortunately did not receive a call back. Therefore I was unable to advise the client or provide a service to him.

Review from verified client

June, 2013

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Based in Lancashire

How has Allie Baglow helped you?

Alison was fantastic, I believe I would not have been able to purchase the property without her services. She had my mortgage and offer excepted the same day. Personalised Advice and guidance throughout the whole process from star to finish. I would recommend her and would defiantly use her again myself.

What could they have done better?

Nothing perfect from start to finish.

Review from verified client

June, 2013

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Based in Lancashire

How has Allie Baglow helped you?

We were very impressed with the service provided by Allie. We would definitely use her services again in future & would certainly recommend her to family & friends.

What could they have done better?

We do not feel that Allie could have improved on anything.

Review from verified client

June, 2013

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Based in Merseyside

How has Allie Baglow helped you?

My adviser was excellent at ensuring that we made the right decision for us in relation to our individual circumstances. She made us feel at ease and was very professional. We have recommended her to our friends and family and will continue to do so. Very pleased with the service that was provided. 10 out of 10.

What could they have done better?

There was nothing that Allie could have done to have made our experience better.

Review from verified client

June, 2013

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Based in Lancashire

How has Allie Baglow helped you?

Offers me honest direction and peace of mind .

Review from verified client

June, 2013

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Based in Merseyside

How has Allie Baglow helped you?

All other F/A's said they could not release my pension £18k+ Opt out to, Allie made it happen and saved my home

What could they have done better?

Nothing, did her best and made it happen

First impression from a user who is not yet a client

June, 2013

Overall

Please provide a brief comment about your experience with Allie

The meeting was very productive and Allie covered all the financial bases in a very logical and professional manner. The meeting was very relaxed and I found Allie very approachable and easy to work with. A good introductory meeting.

Review from verified client

May, 2013

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Based in Cornwall

How has Allie Baglow helped you?

Allie is a brilliant adviser and we can highly recommend her to anyone

What could they have done better?

N/A

Review from verified client

May, 2013

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Based in Cheshire

How has Allie Baglow helped you?

I have used Allisons Financial Planning for several years, from our initial meeting I have found Allison to be a pleasant, honest, trustworthy and professional advisor. Allison is extremely thorough in her searches to meet our requirements, and she explains the many options available clearly and comprehensively illustrating both advantages and disadvantages of the product in question. There has never been any " hard sell " with Allison, just honest professional advice. I have recommended Allisons Financial Planning to many people and will continue to do so. C & R Briscoe, Cheshire.

Review from verified client

May, 2013

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Based in Lancashire

How has Allie Baglow helped you?

We have worked with Allie for many years now with her being promoted to us by family friends. We have in turn passed her to many of our friends all of whom have given us extremely positive feedback regading Allie. She will not sell you something to "make a buck", yes she makes a living thats why she does it but she is exceptionally straight talking and always seems to be one step ahead of the best deals or market opportunities.

What could they have done better?

Very little really I honestly cannot think of anything.

Review from verified client

May, 2013

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Based in Merseyside

How has Allie Baglow helped you?

We have used Allies services for the last few years. Since this association we have seen our financial situation go from strength to strength. Her knowledge, advice and attention to detail has been outstanding and left us feeling completely confident in her business. In addition to general planning, the specialist advice and prompt attention given recently to support a second home mortgage ensured a smooth effortless application. I have already recommended this business to a friend who has taken up Allies services and would not hesitate to recommend her to anybody else. Allies noted strength in my opinion are that she does not just contact you annually for a review, but if she spots a sensible opportunity to improve your position based upon the initial financial review she will make interim contacts to you with optional investment advice to move funds around.

Review from verified client

May, 2013

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Based in Merseyside

How has Allie Baglow helped you?

Allie translates everything into language that I understand and can make informed decisions on. She provides excellent service, is prompt, efficient and always prepared. I trust her implicitly.

Review from verified client

April, 2013

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Based in Merseyside

How has Allie Baglow helped you?

I have found Allie and her advisors to be extremely helpful, accurate and friendly. I have requested her advice on many occasions - most notably regarding my Health Insurance, where I found the advice given to be excellent. My partner and I missed small print regarding a newer cheaper quote - but the quote did not cover me for various serious illnesses. Without Allie's advice I would have accepted a much lesser Health Insurance Policy. I have also renegotiated my mortgage since 2006 and found that the advice given by Allie brought my repayments down. I would personally recommend Allie to anybody seeking financial advice

What could they have done better?

N/A

First impression from a user who is not yet a client

April, 2013

Overall

Please provide a brief comment about your experience with Allie

Professional yet personal and very friendly. Unbiased advice felt reassured, Ally is very confident and knows what she's talking about, felt in safe hands.

First impression from a user who is not yet a client

April, 2013

Overall

Please provide a brief comment about your experience with Allie

The meeting was informal but very professional. We both felt she helped us to understand our best way forward without putting us under any undue pressure. We have arranged to move on to the next stage with Allie.

Review from verified client

April, 2013

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Based in Cheshire

How has Allie Baglow helped you?

My advisor's particular skills, to me, reside in her ability to tailor what she does to my needs. This means that she doesn't just do what I ask but seeks to understand thoroughly and comprehensively my particular circumstance and advise me on what I need to do. She is also skilled in explaining what she is advising and why. This is done in a way which is never patronising but informs and explains clearly and comprehensvely.

What could they have done better?

This is a difficult question to answer as I have had several financial advisers but none have been as connected and supportive as Allie. I can only say that it would be great if there were more Allie Baglows

First impression from a user who is not yet a client

March, 2013

Overall

Please provide a brief comment about your experience with Allie

Allie was very clear, courteous and professional. Even though she offered to do a home visit I feel I would rather find someone closer to home.

Review from verified client

February, 2013

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Based in Merseyside

How has Allie Baglow helped you?

Allie is extremely helpful and nothing is ever too big or small.

What could they have done better?

N/A

Review from verified client

February, 2013

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Based in Lancashire

How has Allie Baglow helped you?

Good, honest, simple, straightforward advice. I needed someone who could take a look at my overall financial situation and advise me sensibly, clearly and quickly about the way forward with pensions, savings and mortgages. I couldn't recommend her highly enough.

What could they have done better?

Nothing

Review from verified client

January, 2013

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Based in Cheshire

How has Allie Baglow helped you?

Both Allie and Helen were extremely helpful in providing advice and guidance recently when looking for a mortgage. I would have no hesitation in recommending their services ~ a truly professional and friendly team. Thanks again.

Review from verified client

January, 2013

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Based in Merseyside

How has Allie Baglow helped you?

Advice, Service and Value .... I am 100% satisfied. Communication has been the key and being able to see my requirements was comforting, putting me at ease, knowing that whatever my needs they would be addressed with confidence. Both Allie and Helen are knowledgeable and a pleasure to communicate with, and I can recommend the service's highly

Review from verified client

January, 2013

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Based in Lancashire

How has Allie Baglow helped you?

Really lovely friendly team, helped me setup insurance for my husband who has considerable health problems and dual citizenship, which meant it wasn't a straight forward case. Helen and Ali offered me a very professional and friendly service and I would definitely recommend. I will definitely use again.

Review from verified client

January, 2013

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Based in Cheshire

How has Allie Baglow helped you?

Allie is very pleasant and easy to talk to. At the same time she conucts herself in a professional and capable manner in order to get enough relevant information to deliver the best outcome for her clients. She made sure I understood the various options open to me, explaining the merits and drawbacks of each product. Allie appreciated my present position as far as risk and security was concerned, explained her recommendations and helped me come to a decision. I would have no hesitation in availing myself of her varied financial attributes again, should the need arise, or of recommending her to my family, friends and anyone who asks me. Regards. R A wenham

Review from verified client

September, 2012

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Based in Merseyside

How has Allie Baglow helped you?

Allie has worked very hard with myself on on various finance matters, has been very clear in explanations of products and has never failed me. She is very friendly and professional. I have and will continue to recommend