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

From insight to action: The role of the Women's Wealth Alliance

From insight to action: The role of the Women's Wealth Alliance

'This is as much a perception challenge as a pipeline one'

Vanessa Barnes
clock 29 July 2026 • 4 min read
Network Rosemount adds 12 advisers

Network Rosemount adds 12 advisers

In second quarter

Jen Frost
clock 24 July 2026 • 2 min read
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 22 July 2026 • 3 min read