Meet Alison
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.
People work hard to create wealth, managing it carefully is essential to making it last.
Alison Treharne
Financial Planning Director
Start today
We’re ready to listen. Get in touch and arrange a free consultation to find out if you could achieve your goals with financial planning.
