Allie Bayly

DipFA, CeMAP Financial Planning Consultant
St. Neots Huntingdonshire

Allie grew up in Lincolnshire with a head for maths and geography, a flair for Art, and a keen interest in nature and conservation. After spending roughly 5 years of her young adult life backpacking around the world, she settled in London for 7 years as an Events Manager. She moved to Cambridgeshire with her husband in 2004 to start a family. Allie retrained to be a Mortgage Advisor, and became a specialist in Buy to Let. Once the credit crunch hit, Allie expanded into protection advice, and referring Will and pension transfer business. After the birth of her 2nd child, she took a break from financial services. Allie took on 2 part time vacancies – running the Cambridge 5-a-side football league, and volunteering at Whipsnade Zoo. She completed her Diploma in Financial Planning last year. After a brief stint doing Pension transfer analysis, Allie decided to join Charles Derby to become a Financial Planning Consultant.

The value of investments and pensions and the income they produce can fall as well as rise. You may get back less than you invested.
Your home may be repossessed if you do not keep up repayments on your mortgage.
Buy to let mortgages are not regulated by the Financial Conduct Authority.

Holistic financial planning
Establishing and reviewing Trusts
Complete personal risk management planning
Short and long-term savings and investments

Investments
Portfolio planning
ISAs
Unit Trusts
Investment Trusts
Investment Bonds
Offshore Bonds

Pensions
Personal Pensions
SIPPs
Company schemes
SSASs
Consolidation plans

General Insurance
Home contents insurance
Buildings insurance

Life cover
Whole of life and Term Assurance protection

Medical
Private medical arrangements
Critical illness insurance

Income
Permanent Health Insurance, aka Income Protection

Mortgage placement and arranging for:
First time buyers
Remortgages
Buy-to-let

Deals researched and arranged to suit:
Fixed rate deals
Discounted
Variable and flexible
Capped and or collared
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