Alison has worked as an adviser in the financial services industry, for more than 27 years and is a member of the Personal Finance Society. She holds the Level 4 Diploma qualification in Financial Planning.
She focuses on straight forward advice, by clearly presenting the facts and the relevant options so enabling clients to make an informed decision on the various aspects within their financial planning. These areas include; individual protection against premature death, critical illness and income protection in the event of long term illness as well as planning for retirement and capital creation.
These areas can then be considered holistically using our sophisticated Lifetime Cash Flow Modelling software, which can help clients plan for the events for which they need to be financially prepared: such as renovating the family home or enjoying a good retirement. The software enables us to create possible forecast scenarios and then show how goals can be achieved, as well as looking at the potential risks that clients may face along the way and how to mitigate them.
Alison is married and has 2 cats, named Pinotage & Vino Montepulciano D’abruzzo! She enjoys running and scuba diving.