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...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Your Business

All the advice firm acquisitions that have taken place in 2026

All the advice firm acquisitions that have taken place in 2026

Keeping track of the ongoing consolidation in the advice industry

Professional Adviser
clock 15 July 2026 • 3 min read
Financial services M&A: How to prepare for a sale

Financial services M&A: How to prepare for a sale

What should owners be thinking about when considering the sale of a financial services business?

Charlie Ring and Mike Barrington
clock 09 July 2026 • 4 min read
The IFA buy-and-build playbook: Why integration and repeatability now matter more than price

The IFA buy-and-build playbook: Why integration and repeatability now matter more than price

How buy-and-build execution is changing

Jonathan Steele
clock 02 July 2026 • 4 min read