Client Relationship Coordinator

At work

Alison has over a decade of experience in financial services, ranging from mortgages and protection to pensions and investments.

As one of our Client Relationship Managers, Alison liaises between providers and our financial planners to provide the best possible service for our clients.

At home

When at home, Alison enjoys cooking and baking; she has a particular passion for cupcakes.

When she isn’t baking, you’ll find her in the pub enjoying a gin & tonic!


  • Sheep
  • Waiting
  • Cinnamon
  • Rudeness
  • Being bored

Want to get financially organised?
Achieve your goals? Find peace of mind?

Get in touch