Alison James

Chartered Wealth Planner

Fellow of the Personal Finance Society (FPFS)

Alison is a Chartered Wealth Planner and particularly enjoys helping clients plan to realise their retirement goals and assisting with Inheritance Tax planning.

Outside of work, I enjoy spending time with my two young children and husband. I am an avid reader and enjoy yoga and going to the gym.

Book a meeting

It’s a great way to get your questions answered and find out if financial planning is for you. Initially it is just a chance for us to get to know each other and understand better if our services can help you.

To book an initial meeting with your local Wealth Planner, complete the form below and we’ll be in touch.

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