ALLISONS FINANCIAL PLANNING LIMITED - Key Persons
Allie has been an IFA for over 23 years, starting her first position as a trainee financial adviser within an IFA company in her home county of Devon. She furthered her career within the firm and became a Financial Adviser, progressing to Partner in 2000.
In 2003, personal circumstances brought Allie to the North West of England where she set up her own company, Allisons Financial Planning. Allie found a real demand for independent advice in the surrounding area. Her expert advice and friendly welcome sees clients returning year after year and regularly referring her to their friends, family and beyond.
Allie's personal ethos is to strive for perfection and to build and maintain strong professional relationships with all her clients.
As an experienced business leader, Anthony is responsible for delivering the strategic plan and driving both business growth and operational improvements. Having worked with a number of leading technology companies over the last 2 decades, he brings with him a proven track record of delivering business growth whilst driving innovation and change. He is a strategic thinker and a strong advocate for change, excelling in a demanding environment whilst remaining pragmatic and focused.
Dominika has worked in the financial and banking sector for many years and is expanding her investment knowledge and skills with Allisons. She is a key member of our investment team helping corporate clients especially with their group pensions and servicing needs.
Emma is currently training to be a financial administrator, working alongside our paraplanners and advisers. Emma can help clients through the investment journey and will produce annual performance reports for review meetings.
Job Titles:
- Mortgage & Protection Planner
- Specialist
James is an experienced mortgage specialist with a background in financial services which spans two decades. Having such a wealth of experience means that he is able to process a variety of different mortgages for clients that are buying their first home, up-sizing, down-sizing and remortgaging. James can also help clients who have more complex income arrangements or adverse credit issues. In addition to this he is able to help personal and private investors with all aspects of buy to let mortgages.
Kirsty has over 20 years of administration experience and has worked in a number of organisations both private and government run. Starting at Allisons in 2014, Kirsty has progressed from processing client applications to Head of Operations; a role that encompasses everything from Compliance, HR and Accounts as well as being responsible for the day to day running of the office.
Kirsty is keen to ensure that the client experience and journey with Allisons Financial is an enjoyable one. She works with all members of the team to constantly improve our processes, ensuring clients return year after year.
Lisa has worked in financial services for over 20 years initially in the banking industry and more recently focused within the mortgage sector. After working from entry level at the start of her career, Lisa has used her skills and experience to lead and develop people, helping staff and clients achieve their full potential through training, coaching and planning for success .
Job Titles:
- Us / Personal Finance Portal
Job Titles:
- Administrator
- Client Support
Nina is an experienced mortgage administrator helping our clients through the mortgage journey from start to finish.
Rachael works on reception providing support for our administrative team. She will be your first point of contact, providing a warm welcome, and cup of tea, to all our visiting clients.
Job Titles:
- Mortgage Planner
- Specialist
Rhian is a mortgage specialist who has worked in the industry for over 30 years, running her own mortgage advice business and working with a number of firms in the Chester area. She has a wealth of knowledge and experience and offers a personal and professional service; seeing the mortgage application through from start to finish, making the process stress free.
Rhian is based in Chester and can arrange a visit to your home or a chat over the phone and is completely flexible with appointment times. Whether you are first time buyer, home mover, looking to re-mortgage or a buy to let investor, Rhian can help and give you the advice which you need.
Job Titles:
- Mortgage & Protection Planner
Sadie is currently training to be a paraplanner and provides assistance to Allie and Lewis on the research and recommendations for clients.
Sadie is ready to help clients with anything they might need from new investments and general servicing to Annual Review reports.
Job Titles:
- Mortgage & Protection Planner
Having spent 11 years in financial services, Sarah is an experienced specialist, with 10 years under her belt as a mortgage adviser for a high street bank.
Sarah's knowledge and expertise has seen her arrange mortgages for a wide variety of clients, including both private and professional investors, Sarah is our Equity Release specialist. That means she advises clients on how to release capital from their homes in later life. Her experience also extends to protection planning, in property purchase and standalone cover. Yet her depth of knowledge also sees Sarah covers areas as diverse as Life assurance, Critical Illness cover and Income Protection. On top of showing clients how best to set these up, Sarah also advises on Trust planning, ensuring the most tax-efficient, protected result for all beneficiaries.
Based in the West Country, Sarah visits clients locally in North Devon. Yet she can also conduct meetings by phone, or meet in-person, across the UK.