Alison Morris Email & Phone Number

Taking control of your finances can be tough but in today’s busy world, it’s essential. With 15 years' experience in financial services and as a wife, mother to adult children and a daughter to elderly parents, I have first-hand experience of the many pressures facing midlife women. With 50% of women having their careers impacted by caring responsibilities and 55% women not returning to full time work after the birth of their first child, compared to 95% of men (source: Department for Work & Pensions 2023), many women reach midlife with a gap between how they expected their retirement would look and the reality. Through one-to-one meetings, I really get to know my clients. I help them carve out time to explore their own and their family’s goals and priorities and support them in creating and implementing a bespoke financial plan. Specialist areas might include: Investment planning Retirement planning Supporting your savings goals for school fees, university costs or parents’ care Inheritance tax planning and estate protection Protecting against risk