Alison

Thame, OX9
Chartered Financial Planner
Free initial 20 min consultation + fixed fees

Hi, I'm Alison. I am a Chartered Financial Planner and have been working with an independent financial advice company for 13 years. We specialise in helping families protect and grow their estates for future generations. I have one daughter, Amelie who is 4.

We support families to protect and grow their estates and legacies through will writing, investment management, pension reviews and an overall financial plans both for now and the future.

We focus on growing & protecting what you have, so you can enjoy your time with your families with the peace of mind everything is in place.

I am a Fellow of the Personal Finance Society, and a member of the Society of Will Writers.

I work across the Thame & Aylesbury area if face to face, and am able to conduct video meetings if more convenient or further afield.

My availability is:
Monday & Tuesday: 9am-5pm
Wednesday & Thursday: 9.30am-12.30pm

I offer a free initial 20 minute phone or video consultation. We operate on a fixed fee basis, for example Will drafting from £240 plus VAT

Please contact me here to arrange a free consultation. Testimonials included below.

Testimonials

"I have been a client for many years, and have found Alison able to manage my investments with excellent results, yet able to provide a friendly and personable service."

R.L

Client

"We have always found Alison to be friendly. helpful, approachable and of course knowledgeable. It is important to us to know we can ring up at any time for assistance and advice."

J.P.H

 Client