Chartered Financial Planner
What I do:
I am a Chartered Financial Planner and I create bespoke financial plans for my clients to help them achieve their objectives more effectively. I practice a holistic approach to planning taking in to account all aspects of personal finance and reviewing regularly to ensure plans stay on track.
What I like:
I have two young children and I spend most of my time trying to keep up with them! I also enjoy watching sport keeping fit. For more about myself and the business I operate in the South West of England visit alisondavisfinancial.co.uk