A back bedroom startup to £110m AUM: One adviser's journey of self-belief

How Allie Baglow built Allison’s Financial Planning

Isabel Baxter
clock • 7 min read

After coming up with her business venture in her back bedroom with just one assistant alongside her, Allie Baglow took the leap and built the confidence to lead her own £110m plus AUM advice firm.

The founder and CEO of Allison's Financial Planning originally intended to study financial journalism, but a temporary role at a local IFA firm changed her plans entirely. What began as reception and administrative work quickly developed into a passion for financial advice. "I really enjoyed it," Baglow recalls. "So I ended up never going to university. I completed my financial planning exams instead and went straight into the profession." More than two decades later, that decision has resulted in one of the North West's growing independent advice businesses. Founded in 2004 from Bagl...

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