Allisons Financial Planning has relocated to Mere Grange in St Helens, expanding its footprint in the North West and creating job opportunities while strengthening services for clients.
The independent firm, founded in 2004, supports individuals, families and businesses across Merseyside, Greater Manchester and beyond with advice on mortgages, protection, pensions, and investments.
Allie Baglow, founder and CEO of Allisons Financial, said: “This move means so much to us because it’s a reflection of the trust our clients have placed in us over the years.
“We’ve grown through the support of our local community, our professional partners and the fantastic people who make up our team.
“Creating a larger space wasn’t just about accommodating growth; it was about creating a better experience for the people we work with every day.
“We wanted somewhere that feels welcoming, professional and accessible, where clients can have important conversations about their future in a comfortable environment.”
Allie Baglow, founder and CEO of Allisons Financial (Image: Allisons Financial Planning Ltd)
The new office, located at 105 Mere Grange, includes dedicated client meeting rooms, improved facilities, modern working environments, and easy access for visitors.
The move followed a period of sustained growth, leading to plans for further recruitment across advisory, administration and client support roles.
Currently, 18 people are employed by the firm.
Ms Baglow said: “We’re incredibly proud to call St Helens home.
“This investment allows us not only to serve our clients better, but also to create new opportunities for local people as we continue to grow our team and contribute to the local economy.
“We’re excited about what the future holds for both our business and the community that has supported us from the beginning.”
The relocation underlines Allisons Financial’s commitment to the St Helens business community.
The company said it intends to play a positive role in economic development, skilled job creation and helping residents gain greater financial confidence and security.
Allisons Financial Planning was established in 2004 and is guided by core values of We Care, Insatiably Curious and Better Together.
Relationships and client outcomes remain central to its approach.
The firm can be contacted at hello@allisonsfinancial.com or by calling 01744 885555.