professionally
Alison began her career in financial services in 2011, and provides retirement planning, investment, and Inheritance Tax advice to private clients.
She enjoys building a relationship with her clients and supporting them to achieve their financial goals. Alison’s empathic nature helps her to understand her clients’ situations and give personalised advice based on what’s important to them.
personally
Outside of work, Alison enjoys making memories with her young family. She can also be found volunteering at her local theatre or hula-hooping!
Alison loves travelling, with Australia and New Zealand being particular favourite destinations.
Alison in the spotlight
On an ideal weekend, you can find me:
Exploring somewhere new; somewhere with a mix of culture, beautiful landscapes, and maybe a bit of adrenaline too. I don’t ask for much!
The three qualities that draw me to new people are:
Kindness, confidence, a good sense of humour
The three small things that make my day better are:
Exercising in the fresh air, hugs, doing a good deed