About Alison
I have worked in the financial industry for 30 years and joined the company as part of the acquisition of Eden Financial. I have managed private client portfolios on both an advisory and discretionary basis as well as various trust and charity accounts. My experience within different firms has exposed me to various approaches to investment management which I am now able to utilise when managing client portfolios through numerous investment cycles. My primary objective when approaching a portfolio is to understand my clients’ unique set of circumstances in order to develop a strategy that is bespoke to each client and their needs.