Alice Shaw

Wealth Planner

CII Award in Long Term Care Insurance

CII Diploma in Regulated Financial Planning

Certificate in Discretionary Investment Management

Alice started her Financial Services career at Skandia prior to working for a Financial Adviser and Discretionary Fund Manager in London. Alice moved to JCF Financial Services based in Winchester in 2013, Alice worked at JCF for over 9 years until 2022 when JCF was acquired by Succession Wealth. Alice believes in building strong client relationships by creating robust financial plans to help clients achieve future goals.

I live in the New Forest where I enjoy keeping fit and active by spending my free time horse riding, running and walking.

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