Alison Neale

Alison Neale Email and 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 @ Principle Paraplanning Ltd
Alison Neale's Location
Greater Reading Area, United Kingdom
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.

Alison Neale's Current Company Details
Principle Paraplanning Ltd

Principle Paraplanning Ltd

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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
Alison Neale Work Experience Details
  • Principle Paraplanning Ltd
    Director
    Principle Paraplanning Ltd Mar 2023 - Present
    We provide services to the representatives of SJP. There is no endorsement or formal agreement held with St. James‘s Place Wealth Management Group.
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  • St. James’S Place Wealth Management
    Freelance Paraplanner
    St. James’S Place Wealth Management Dec 2012 - Present
    Freelance 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.
    View
  • Diamond Compliance
    Director / Paraplanner
    Diamond Compliance Dec 2012 - Present
  • Rightbooks
    Partner / Bookkeeper
    Rightbooks Sep 2012 - 2018
    United Kingdom
  • Hsbc
    Area Mortgage And Protection Manager
    Hsbc Oct 2011 - Oct 2012
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  • Hsbc
    Area Financial Planning Manager
    Hsbc Apr 2008 - Oct 2011
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  • Hsbc
    Financial Planning Manager
    Hsbc Jun 2006 - Apr 2008
    View
  • Natwest Bank
    Cashier / Customer Adviser / Financial Planning Manager
    Natwest Bank Sep 2002 - Mar 2006

Alison Neale Skills

Pension Af3 Qualified Level 4 Diploma Financial Planning Rdr Bookkeeping Financial Advisory Sales Management Building Relationships Analysis Trend Analysis Kpi Reports Kpi Dashboards Compliance Personal Pensions Proactive Self Starter Personal Organisation Website Building Report Writing Interpersonal Skill Coaching Customer Satisfaction Customer Service Collaboration Flexible Approach To Work High Quality Standards Standards Compliance Work Ethic Work Well Independently Teamwork Team Management Passion For Quality Efficent Dynamic Technical Support Regulatory Requirements Financial Regulation It Skills Strategic Financial Planning Pensions Relationship Management Wealth Management Income Protection Savings Investment Advisory Critical Illness Personal Financial Planning Paraplanning Retirement Planning Financial Risk Wealth Management Services Financial Planning Investments

Alison Neale Education Details

  • The Chartered Insurance Institute
    The Chartered Insurance Institute
    Diploma In Financial Planning Level 4 Rdr
  • E-Careers
    E-Careers
    Accounting And Finance
  • Ifs
    Ifs
  • Reading College
    Reading College
  • Little Heath
    Little Heath

Frequently Asked Questions about Alison Neale

What company does Alison Neale work for?

Alison Neale works for Principle Paraplanning Ltd

What is Alison Neale's role at the current company?

Alison Neale's current role is 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.

What schools did Alison Neale attend?

Alison Neale attended The Chartered Insurance Institute, E-Careers, Ifs, Reading College, Little Heath.

What skills is Alison Neale known for?

Alison Neale has skills like Pension Af3 Qualified, Level 4 Diploma Financial Planning Rdr, Bookkeeping, Financial Advisory, Sales Management, Building Relationships, Analysis, Trend Analysis, Kpi Reports, Kpi Dashboards, Compliance, Personal Pensions.

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