Allisons Financial Planning Ltd - Saint Helens

Allisons Financial Planning Ltd

Allisons Financial Planning Ltd is a professional financial consulting firm located at 3 Cross Pit Ln, Rainford, Saint Helens WA11 8AH, United Kingdom. Established to provide high-quality financial advice and planning services, they have been helping individuals and businesses achieve their financial goals for many years.

Specialties: As financial consultants, they specialize in offering tailored financial solutions to meet the unique needs of their clients, including retirement planning, investment management, and wealth protection.

Accessibility: The company is committed to ensuring their services are accessible to all, with wheelchair accessible parking and restrooms available on site.

Why Choose Allisons Financial Planning Ltd

• Experienced and knowledgeable staff
• Personalized financial planning solutions
• Comprehensive range of financial services
• Accessibility features for all clients

With 26 reviews on Google My Business, this company has earned a stellar reputation for their services. The average opinion rating is 5 out of 5 stars, reflecting their commitment to delivering exceptional results and customer satisfaction.

"Alison was really helpful and understanding when setting up my private pension. Alison is friendly and really reassuring, making me feel really comfortable throughout the process."

Other satisfied clients have noted the quick and professional service provided by Allisons Financial Planning Ltd, as well as the highly personalized approach taken by their team. One client expressed gratitude for the personalized attention they received, stating, "Thanks Alison. Much appreciated."

Contact Information

For those seeking financial advice and planning services, Allisons Financial Planning Ltd is an excellent choice. You can reach them at 1744885555 or visit their website at allisonsfinancial.com.

Don't hesitate to contact Allisons Financial Planning Ltd today and take the first step towards achieving your financial goals. Their knowledgeable and experienced team is ready to assist you in creating a personalized financial plan that works for you.

👍 Reviews of Allisons Financial Planning Ltd

Sophie B.

5/5

Alison was really helpful and understanding when setting up my private pension. Alison is friendly and really reassuring and made me feel really comfortable. Very quick process and very professional. Highly recommended.
Thanks Alison. Much appreciated.

Victoria C.

5/5

I’d wholeheartedly recommend this company. They’ve helped me get a mortgage offer, and the follow up care has been second to none. They’ve chased solicitors and kept me informed along the way. They have not just met but exceeded expectations from start to finish. Special mention to Rachael and Lisa who have been particularly brilliant. Thank you.

Nigel P.

5/5

I have been a client of Allison's Financial Planning for a very long time. Throughout I have always found their advice and service to be excellent while their response to any queries raised has been extremely efficient. My recent buy to let mortgage transfer was handled in an exemplary manner by Rachael who always gave me confidence that she was completely in control of the situation.

Sam D.

5/5

Highly recommended Sarah and her team. Sarah helped me 2 years ago with my mortgage application and related matters and then again recently for mortgage renewal. Very knowledgeable and great communication, regular updates to ensure I got the best rates.

Gemma R.

5/5

I found all staff I dealt with at Alison’s Financial Planning to be friendly, efficient and helpful. As a first time buyer it was nice to know I had experienced support on hand if I needed it. They were also very proactive in engaging with my conveyancer to keep the process moving forward. I would not hesitate to recommend them and will look forward to working with them again when it comes to remortgaging.

hannah W.

5/5

Sarah and Rachael have been beyond helpful in helping us organise our mortgage and life cover. Emails and phone calls were answered straight away, and we felt they went beyond what we expected from them in terms of support and research for us. Thank you!

Maryj Q.

5/5

My application for a Lifetime Mortgage was seamless from start to finish. As always Allie & her team were informative, supportive & professional with this transaction. They have truly made such a positive difference in my life over the last 12 plus years. Leading me into a comfortable retirement

Alison B.

5/5

Well worth the competitive fee! Thank you to James for your patience and tenacity. Great work resulting in a mortgage offer that another broker hadn’t been able to achieve for me. Really appreciate your advice and professionalism. Many thanks, will definitely recommend Allisons to friends and family.