ALLISONS FINANCIAL PLANNING LTD

Allie Baglow DipPFS Cert CII (MP) EFA recognised again as one of the top rated advisers in the UK. Who do you think could benefit from Allie Baglow DipPFS Cert CII (MP) EFA amazing advice & service? Leave a comment & we'll get in touch to help them.

🎄 Holiday Closure 🎄 Please note our office will be closed for the Christmas holidays from 1 PM on Tuesday, 24th December We reopen on Thursday, 2nd January 2025 at 9am. For urgent matters, please email us, we will be monitoring our inbox 👇 ✉ [email protected] #AllisonsFinancialPlanning #HolidayClosure #Christmas2024 #OfficeHours #FestiveSeason #HolidayHours

Bank of England keep the base rate at 4.75% If your current mortgage rate is due to end in the next 6 months, please contact a member of the team as soon as possible. If your fixed rate is not due to end within the next 6 months, this will not impact you until your fixed period ends. If you would like to discuss your options, simply contact the team using any of the methods below 👇 📞 01744 885555 ✉ [email protected] 🌐 allisonsfinancial.com/ Source: https://lnkd.in/gg2iY-2p Your home may be repossessed if you do not keep up repayments on your mortgage. You may have to pay an early repayment charge to your existing lender if you remortgage.

A record number of sellers hit the market on Boxing Day, giving buyers more choice than ever! With mortgage rates showing signs of improvement, it’s a great time to plan your next move. Pricing is key when selling, and buyers are in a stronger position to negotiate—so make sure you’re ready. Start with: ✅ Checking how much you could borrow with a mortgage. ✅ Getting an up-to-date Mortgage in Principle to strengthen your position. ✅ Exploring competitive mortgage options tailored to your needs. Ready to get started? Let’s make your home-moving journey smoother. Contact our expert independent mortgage advisers today! 📞 01744 885555 ✉ [email protected] 🌐 allisonsfinancial.com/ Your home may be repossessed if you do not keep up repayments on your mortgage. #AllisonsFinancialPlanning #BoxingDay #HomeBuyingJourney #MortgageRates #HomeSellers #HomeBuyers #MortgageInPrinciple #IndependentMortgageAdvice #MortgageOptions #HouseHunting #NewHomeGoals #ExpertAdvice #Rainford #StHelens

Stay Merry by Starting Early: Retirement Planning 🎄 The best gift you can give your future self is peace of mind. Retirement may seem far away, but starting early allows you to build a solid financial foundation and take full advantage of compound growth. This holiday season, take a moment to review your retirement plans: ✅ Are your contributions on track? ✅ Have you considered potential lifestyle costs? ✅ Do you need to adjust your investment strategy? Planning now means you can enjoy the festive season—and your golden years—with less stress and more cheer. Let’s make your retirement goals a reality. Get in touch today to discuss your options with our independent financial advisers! 📞 01744 885555 ✉ [email protected] 🌐 allisonsfinancial.com/ #AllisonsFinancialPlanning #RetirementPlanning #StartEarly #FinancialPeaceOfMind #FutureSelf #FinancialFoundation #InvestmentStrategy #StressFreeRetirement #IndependentAdvisers #RetirementGoals #PeaceOfMind #FinancialWellness #Rainford #StHelens

Your Peace of Mind, Our Priority When it comes to protecting the things that matter most, your family, your home, your health, and your financial future having the right insurance can make all the difference. That’s where we come in. As experienced insurance professionals, we’re here to ensure you’re not just covered but truly protected. We take the time to understand your unique needs and offer tailored solutions that fit your life, giving you the confidence to face whatever comes your way. Insurance is more than just a policy—it’s a promise of support when you need it most. Let us help you make informed decisions so you can focus on what really matters, knowing we’ve got your back. 📩 Ready to review your coverage? Get in touch today for personalised independent advice you can trust. 📞 01744 885555 ✉ [email protected] 🌐 allisonsfinancial.com/ #AllisonsFinancialPlanning #PeaceOfMind #InsuranceMatters #FamilyProtection #HomeInsurance #HealthCoverage #FinancialSecurity #TailoredSolutions #InsuranceProfessionals #InformedDecisions #PersonalisedAdvice #IndependentAdvisers #Rainford #StHelens

Did you know? A recent survey found that 1 in 3 young adults (18-25) who are working have never contributed to a pension 👀 While many focus on milestone goals like buying a home or getting married, saving for retirement often takes a back seat—with just 13% prioritising it. Here’s why it matters: Starting pension contributions at 25 instead of 35 could mean an extra £300k in your retirement pot. Even small contributions now can make a huge difference later. If you're in full-time employment, take advantage of workplace pensions with employer contributions and tax benefits. Self-employed or not in full-time work? Consider setting up a personal pension and saving what you can. Planning for your future doesn’t have to be overwhelming. Speak to our expert independent financial advisers today. 📞 01744 885555 ✉ [email protected] 🌐 allisonsfinancial.com/ #AllisonsFinancialPlanning #PensionAwareness #RetirementSavings #FinancialFuture #YoungAdults #StartSavingNow #InvestInYourself #WorkplacePensions #PersonalPension #FinancialAdviser #SecureYourFuture #IndependentAdvisers #Rainford #StHelens

Top-Rated Financial Adviser – Allie Baglow We’re excited to announce that Allie has been recognised as one of the top-rated financial advisers in the UK by VouchedFor! 🤩🙌 Good financial advice changes lives, but trust is often a barrier. We’re thrilled that this recognition can help you trust us with your financial planning. Know someone who could benefit from exceptional advice and service? Leave a comment below, and we’ll reach out to assist them. Alternatively, contact us using the details below to schedule an appointment today and discover how we can help you achieve your financial goals. 📞 01744 885555 ✉ [email protected] 🌐 allisonsfinancial.com/ #AllisonsFinancialPlanning #TopRatedAdviser #FinancialAdvice #VouchedFor #TrustInFinance #FinancialPlanning #ExceptionalService #IndependentAdvice #Rainford #StHelens

Another fantastic review for the team 😊👏 ⭐⭐⭐⭐⭐ “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.” #AllisonsFinancialPlanning #Testimonial #ClientReviews #ExpertFinancialAdvice #5Stars #IndependentAdvice #Rainford #StHelens

Stay One Step Ahead: Secure Your Legacy! Planning for the future is one of the most important steps you can take to protect your loved ones and ensure your legacy lives on. Efficient and expert estate planning helps you avoid the unexpected and provides peace of mind for the years ahead. Whether it’s safeguarding your assets, reducing tax liabilities, or ensuring your wishes are carried out, taking action today means a more secure tomorrow. Let our experienced independent advisers guide you through the process. Get in touch to learn how we can tailor a plan that works for you and your family’s future. 📞 01744 885555 ✉ [email protected] 🌐 allisonsfinancial.com/ #AllisonsFinancialPlanning #SecureYourLegacy #EstatePlanning #FuturePlanning #ProtectYourLovedOnes #PeaceOfMind #FinancialSecurity #TaxSavings #PlanForTheFuture #IndependentAdvisers #AssetProtection #TailoredPlan #Rainford #StHelens