Director
CurrentWe provide services to the representatives of SJP. There is no endorsement or formal agreement held with St. James‘s Place Wealth Management Group.
Mar 2023 - Present
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Alison Neale Email & Phone Number
Award winning Paraplanner (Professional Paraplanner & CISI 2023, Highly Commended PA2024), Director of Principle Paraplanning Ltd - Providing Outsourced Paraplanning for Partners of St. James's Place Wealth Management
at
Principle Paraplanning Ltd
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Current company
Role
Award winning Paraplanner (Professional Paraplanner & CISI 2023, Highly Commended PA2024), Director of Principle Paraplanning Ltd - Providing Outsourced Paraplanning for Partners of St. James's Place Wealth Management
Location
Greater Reading Area, United Kingdom, United Kingdom
Who is Alison Neale? Overview
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Quick answer
Alison Neale is listed as Award winning Paraplanner (Professional Paraplanner & CISI 2023, Highly Commended PA2024), Director of Principle Paraplanning Ltd - Providing Outsourced Paraplanning for Partners of St. James's Place Wealth Management at Principle Paraplanning Ltd, based in Greater Reading Area, United Kingdom, United Kingdom. AeroLeads shows a matched LinkedIn profile for Alison Neale.
Alison Neale previously worked as Director at Principle Paraplanning Ltd and Freelance Paraplanner at St. James’S Place Wealth Management. Alison Neale holds Diploma In Financial Planning Level 4 Rdr from The Chartered Insurance Institute.
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Principle Paraplanning Ltd
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Profile bio
About Alison Neale
Passionate about helping partners spend more time with their clients and growing their business.A financial planning expert with nearly 20 years sector experience, qualified to AF3 Pension Planning and full Diploma level 4. Maintaining compliance standards of excellence and driving quality in all that I do. Considerable technical talents and interpersonal skills.My expertise in now in Pensions, Defined Benefit pension transfers as well as all areas included IHT and trust planning for which I Paraplan for Financial Advisers.
Listed skills include Pension Af3 Qualified, Level 4 Diploma Financial Planning Rdr, Bookkeeping, Financial Advisory, and 46 others.
Current workplace
Alison Neale's current company
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8 roles
Alison Neale work experience
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Freelance Paraplanner
CurrentFreelance paraplanning, specialising in DB, Investment & Pensions replacements and IHT planning cases.We provide services to the representatives of SJP. There is no endorsement or formal agreement held with St. James‘s Place Wealth Management Group.
Dec 2012 - Present
Director / Paraplanner
Current
Diamond Compliance
Dec 2012 - Present
Partner / Bookkeeper
Rightbooks
Sep 2012 - 2018
Area Mortgage And Protection Manager
Oct 2011 - Oct 2012
Area Financial Planning Manager
Apr 2008 - Oct 2011
Financial Planning Manager
Jun 2006 - Apr 2008
Cashier / Customer Adviser / Financial Planning Manager
Natwest Bank
Sep 2002 - Mar 2006
5 education records
Alison Neale education
Diploma In Financial Planning Level 4 Rdr
The Chartered Insurance Institute
Sage Line 50, Accounting And Finance
E-Careers
Education record
Ifs
Education record
Reading College
Education record
Little Heath
FAQ
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What company does Alison Neale work for?
Alison Neale works for Principle Paraplanning Ltd.
What is Alison Neale's role at Principle Paraplanning Ltd?
Alison Neale is listed as Award winning Paraplanner (Professional Paraplanner & CISI 2023, Highly Commended PA2024), Director of Principle Paraplanning Ltd - Providing Outsourced Paraplanning for Partners of St. James's Place Wealth Management at Principle Paraplanning Ltd.
Where is Alison Neale based?
Alison Neale is based in Greater Reading Area, United Kingdom, United Kingdom while working with Principle Paraplanning Ltd.
What companies has Alison Neale worked for?
Alison Neale has worked for Principle Paraplanning Ltd, St. James’S Place Wealth Management, Diamond Compliance, Rightbooks, and Hsbc.
How can I contact Alison Neale?
You can use AeroLeads to view verified contact signals for Alison Neale at Principle Paraplanning Ltd, including work email, phone, and LinkedIn data when available.
What schools did Alison Neale attend?
Alison Neale holds Diploma In Financial Planning Level 4 Rdr from The Chartered Insurance Institute.
What skills is Alison Neale known for?
Alison Neale is listed with skills including Pension Af3 Qualified, Level 4 Diploma Financial Planning Rdr, Bookkeeping, Financial Advisory, Sales Management, Building Relationships, Analysis, and Trend Analysis.
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