Allisons Financial Planning Ltd
3 Cross Pit Lane, Rainford, St. Helens WA11 8AH
Location & Phone number
3 Cross Pit Lane, Rainford, St. Helens WA11 8AH, United Kingdom
About the Business
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Allisons Financial Planning Ltd is an institution that is dedicated to providing clients with the highest quality financial planning services in the industry. Located in the bustling area of Rainford in the beautiful town of Saint Helens in the United Kingdom, the establishment prides itself on delivering a comprehensive range of finance services to individuals and businesses alike.
At Allisons Financial Planning Ltd, you can expect to receive personalized attention from highly experienced professionals who are experts in the field of finance. Our team consists of knowledgeable advisors who are passionate about helping our clients achieve their financial goals. We are committed to ensuring that our clients receive the best possible advice and support needed to make sound financial decisions.
Our services include financial planning, investment management, retirement planning, estate planning, tax planning, insurance planning and much more. We work closely with each client to identify their specific needs and goals before developing a customized plan that is tailored to meet their unique requirements.
Our location on 3 Cross Pit Ln, Rainford, Saint Helens WA11 8AH makes us a convenient point of interest for clients living in the area. We welcome clients from all walks of life, regardless of their income or current financial situation. We believe that everyone deserves access to professional financial planning services, and we strive to provide our clients with the highest level of service at all times.
If you are looking for an experienced and reliable establishment that can help you manage your finances, look no further than Allisons Financial Planning Ltd. Contact us today to schedule an appointment and discover how we can help you achieve your financial goals.
Photos
Hours open
Monday:
9:00 AM - 5:00 PM
Tuesday:
9:00 AM - 5:00 PM
Wednesday:
9:00 AM - 5:00 PM
Thursday:
9:00 AM - 5:00 PM
Friday:
9:00 AM - 4:00 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"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."
"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!"
"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!"
"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."
"Allison was very professional and made myself and my partner very comfortable filling us with confidence. Allie advised us on our mortgage options, life insurance, pensions and savings. Independent financial advice to me is the way to go Allison searched the marketplace for the best deals to suit our situation. We would recommend Allisons Financial Planning to any of our friends."
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