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