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Alison Treharne

Alison Treharne

Financial Planning Director
Alison.Treharne@atomos.co.uk

Alison is a Fellow of the Chartered Insurance Institute, the highest professional achievement to be awarded. She has experience working for both financial planning firms and international asset managers including Fidelity, Deutsche and Jupiter. This grounding in all aspects of wealth management helps her craft a detailed financial plan to suit the lifestyle you’re aiming for. 

Alison’s specialisms are financial advice to business and private clients, in particular across investments, pensions and estate planning. 

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