Level 6 Diploma in Financial Planning (CISI)
Diploma in Financial Planning (DipPFS)
Pension Planning (AF3)
Alison started working in the financial services in 1988 and became an independent adviser in 1996. She's been with Succession since 2016 and has recently passed her CISI Level 6 Diploma in Financial Planning & will reach chartered status on 1st July 2022 once she’s been a member of the CISI for 1 year. She specialises in holistic financial planning, with a strong emphasis based on protecting financial wealth and wealth creation using pensions & investments.
"I'm married and have 2 cats, named Pinotage & Vino Montepulciano D’abruzzo! I enjoy scuba diving and running, and have a place in the 2021 London marathon."
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