Allie's reviews
Reviewed for
Insurance and Protection ( 51 )
Mortgages ( 66 )
Pensions ( 72 )
Equity Release ( 5 )
Retirement income (annuities, drawdown) ( 40 )
Auto Enrolment ( 1 )
Investments and Savings ( 80 )
Pension Transfers - Non Specialist ( 17 )
Inheritance Planning ( 8 )
Long Term Care ( 4 )
Pension Transfers - Specialist ( 10 )
Financial Planning ( 20 )
Financial Mentoring ( 4 )
Financial Coaching ( 1 )
Reviewers' assets
£500k+ ( 7 )
£200k - £500k ( 10 )
£100k - £200k ( 17 )
£50k - 100k ( 12 )
Up to £50k ( 34 )
Review
by a verified client in Hampshire
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Twenty four years ago, when I first contacted Allie, my wife and I were living in North Devon. Having had a 27 year career as a Pilot in the Royal Air Force, followed by 14 years as a Minister in the Church of England, my wife and I needed financial advice.
How has Allie Baglow helped you?
By listening. By kindly giving us advice. By answering our questions with helpful explanations. By ‘always being there’.
Have you seen the outcome you were hoping for?
Yes. Our horizons were lower and closer perhaps than most people. Nevertheless, we have received the help we needed.
What could they have done better?
Little down to nothing.
Review
by a verified client in Durham
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Financial planning and inheritance now retired
How has Allie Baglow helped you?
Financial, wealth management
Have you seen the outcome you were hoping for?
Allie is just starting with us as clients
What could they have done better?
Nothing
Review
by a verified client in Cheshire
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Recommendation from accountants
How has Allie Baglow helped you?
Financial planning and investment advise
Have you seen the outcome you were hoping for?
Not yet
What could they have done better?
Nothing
Review
by a verified client in Caithness
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
as I am approaching retirement I was looking for advice on best way to maximise my earnings and way forward with finances
How has Allie Baglow helped you?
provided advice on best way to maximise the pensions and funds i have going forward
Have you seen the outcome you were hoping for?
It is still in progress so cannot comment on that yet
Review
by a verified client in Durham
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Dissatisfaction with the over bureaucratic nature of past providers and exhorbitant fixed fees that rewarded failure
How has Allie Baglow helped you?
Set up a platform to coordinate ISAs and pensions to provide an income in retirement that meets our needs.
Have you seen the outcome you were hoping for?
Early days but the direction of travel looks promising.
What could they have done better?
As yet nothing