Alison joined the group in 2007, having previously worked in a number of customer service roles within the hospitality profession. She is naturally resourceful and customer-centric, with an innate ability to build a rapport with our clients. It was these characteristics that led Wills & Trusts to approach Alison with an invitation to join the company. She has not looked back since and has worked hard towards becoming qualified as an adviser, obtaining the distinctive title of ‘Chartered Financial Planner’ in 2015.
Her integrity and trustworthy nature shine through, and as the only female Financial Planner in the group, and one of few in the profession; she is truly a reflection of her hard work and commitment.
Alison is also a regular guest speaker on BBC Radio Oxford where she shares her knowledge and expertise across a range of different topics