Alison James Email & Phone Number

With over 20 years experience in financial services, I have now spent over a decade working with individuals to develop financial plans and provide them with financial freedom and security. I work holistically and consider all aspects of a client's circumstances and aspirations to help them identify and realise their financial goals, whether that be making sure that their families are financially secure (in all eventualities), passing on wealth or retiring comfortably in the knowledge that they have the income they need.I work with clients over many years and enjoy forming strong relationships, demystifying the world of finance and helping individuals feel in control of their financial future.