0330 038 8941
Based in Ware
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FCA status: Certified by Firm
Last checked: 01 March 2025
Alison is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Alison's status
24
Recent Client Reviews
Verified reviews: 100%
Alison has received 24 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
Last checked: 21 October 2024
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
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Alison has provided information on their typical fees
Alison has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Checks carried out by VouchedFor
FCA status: Certified by Firm
Last checked: 01 March 2025
Alison is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Alison's status
24
Recent Client Reviews
Verified reviews: 100%
Alison has received 24 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
Last checked: 21 October 2024
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Qualifications Uploaded
Qualifications not yet added
Alison has not yet added their qualifications to their profile
Transparent Fees
Alison has provided information on their typical fees
Alison has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
I have worked in financial services for more than 30 years in a variety of roles, from branch manager to mortgage and financial adviser. I have been providing holistic financial advice to clients for more than 20 years, and recently I have specialised in pensions and retirement planning. I love spending time with my family, granddaughter and friends. I am a keen cook and avid reader, and in my spare time, I like to upcycle furniture, travel and go shopping. I have a Cockapoo called Stanley who is my office companion and can often be heard in meetings. I also volunteer for Age Well East as a friend for an elderly person and act as a mentor for a local teenager. At Intelligent Pensions, we recognise that you have a choice when you look for a retirement planning partner. Since 1998, we have been providing holistic advice in all areas of retirement planning, maximising the retirement funds, savings and other investments of our clients. We specialise in retirement planning, offering a tailored cashflow plan for every client. This helps them to engage with, visualise and understand their retirement planning strategy and wider financial planning needs. We employ talented specialists to deliver a bespoke client experience. Our numerous awards reflect the high standards we work toward. Get in touch today to see how we can help you on 0800 077 8807.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
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Adviser Disclaimer
Intelligent Pensions are authorised and regulated by the Financial Conduct Authority (FCA). Registered number 186250. Intelligent Pensions Limited is registered in Scotland No.107284. Cadell House, 27 Waterloo Street, Glasgow, G2 6BZ.