Allie Llewellyn

West Midlands

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1. About

Allie is an Independent Financial Planner at Mazars LLP, based in the Birmingham Office, advising individuals and business owners. She works with her clients to deliver bespoke holistic financial planning advice to help them achieve their personal and financial goals throughout the different stages of life.

Allie works with her clients to help them identify and understand what is important to them and offers them comfort in the knowledge that their financial future is being looked after.

Allie's expertise covers investment planning, retirement planning, tax mitigation, trust & estate planning as well as advising on personal and business protection requirements. Allie is also a specialist in using cashflow modelling to demonstrate long-term planning outcomes.

Qualification: Diploma in Financial Planning

Sustainable: In-house training

  • Female Adviser

Financial Planner

4.5 years of experience

  • Travelling
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