Alison Treharne

Please provide a brief comment about your experience with Alison

Good communication and feedback with no undue delays to my initial enquiry - appointment to meet Alison already scheduled

Please provide a brief comment about your experience with Alison

We feel privileged to be her client.So relieved that we have found someone we can trust

How has Alison Treharne helped you?

Alison is a highly proficient financial adviser, who uses her contacts and experience of investment banking to good effect. She is always available to talk to and her written reports are comprehensive and easy to understand. What really makes Alison stand out from other financial advisers is her ability to connect with people and understand their personal circumstances, aspirations and level of financial expertise. She has helped me enormously with my investments and tax planning. She is also the only adviser I have had who has explained the potential impact of my attitude to risk in actual monetary terms.

What could they have done better?

Nothing. Alison is doing everything brilliantly as it is.

How has Alison Treharne helped you?

Ali is a great progfessional, she understands needs and provides appropriate advice in a professional and timely manner and is always happy to explain and clarify any queries - Ali has helped us to organise both personal investment and savings strategies and developed our Company GPP and has providede excellent service - She has got us on the right road at last!

How has Alison Treharne helped you?

Alison Treharne is an absolute genius with her finger constantly on the money market pulse. She is reassuring but always realistic. Since she has managed my portfolio she has recovered huge losses achieved by Lloyds Private Banking! In addition I have had valuable advice regarding inheritance tax which has enabled us to take steps to limit amounts payable. She regularly liaises with my Accountant who deals with HMRC and ensures the capital gain situation when selling stock, something no other IFA has ever bothered to do - and I have thus had huge, unnecessary capital gains to pay.

What could they have done better?

There really isn't anything she could possibly do better.