We offer financial advice with knowledge and experience in Mortgages, Investments, Pensions, Life Insurance, Savings and Annuities within and around the Bude area. Our client list is a testament to our professionalism and understanding and the care we take with individual requirements; and because we are independent it allows us to search the market for the best product to suit your circumstances.
One of our recent testimonials:
“Allison made us very comfortable and filled us with confidence when providing us with advice on mortgages, life insurance, pensions and our investments. Being independent Alison was able to find the best deals around to suit our needs and budget. We would recommend Allisons Financial Planning without question. “ Mr and Mrs N Moran
We can assist you in making the most of your money, after all it is what you deserve – you have worked hard for it. We monitor and analyze various financial products to save you the time as well as save you money.
Are you looking at moving house or maybe remortgaging your existing property ? Moving into your first home or are looking to purchase life insurance ? Maybe you have just had you first child and are looking into a savings plan for their future ? With the rising costs of University fees you will need to start now! If you are thinking along these lines then we can be of assistance.
In and around the Bude area?
In need of financial advice?
Then please contact us via the opposite form.