Independent Financial Planning Throughout the South West & South Wales
Alison has worked in Financial Services for her entire career starting with Sun Alliance in 1992 before moving on to Standard Life in 1994, where her main role was supporting the Independent Financial Adviser Community in the Bristol and Bath area. She left Standard Life in 2006, after obtaining an excellent foundation knowledge in the mechanics of both insurance companies and advisory firms.
Whilst her children were small Alison established her own business supporting and supplying para planning and compliance assistance to small regional advisory firms. This role offered her the opportunity to transition into advice and she became an employed adviser, completing her qualifications to become a Chartered Financial Planner in 2008.
For the last 12 years Alison has worked successfully advising clients in all aspects of financial planning, both on an individual and a corporate basis. With a patient and meticulous approach, she has helped numerous clients successfully achieve their aims and objectives.
With a healthy community of clients and a trusted and ethical approach to financial planning, Alison is now developing her own consultancy business working alongside Cardiff based Mulberry Wealth Management, whose expertise and administrative support she is utilising to realise new opportunities in the South West.
Alison is an active member of the Bath Business Club and works alongside local accountants and solicitors to ensure a fully holistic approach to goal based financial planning.
Chartered Financial Planner
firstname.lastname@example.org | Telephone: 07496 689 309
Authorised and regulated by The Financial Conduct Authority
Please email or call Alison (07496 689 309) or Adrian (07725 343 815) for a no obligation review of your circumstances.
Alison Davis and Adrian James are authorised and regulated through Mulberry Wealth Management Ltd. Mulberry Wealth Management Ltd is Authorised and Regulated by the Financial Conduct Authority (FCA). Our Financial Services Register number is 499351.
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