Alison has spent more than 30 years in financial services, including 18 and counting as a paraplanner.
At Bluesky, Alison’s role involves producing cashflow forecasts, annual reviews, and financial plans for clients.
The proudest moment of Alison’s career to date was passing her J01 Personal Tax qualification with distinction and completing her diploma.
What Alison loves most about the job is using her knowledge and experience to help provide solutions for those who don’t understand finances or investments. She also loves providing clients with peace of mind by showing them that they’ll be financially secure and able to achieve their future goals. Lastly, Alison likes sharing her knowledge and experience with colleagues to make their lives easier and enhance their own knowledge.
Outside of work, Alison is a keen skier and usually spends Christmas in the Three Valleys in France.
Alison also loves baking, but says she’s incapable of cooking without a recipe…
With decades of combined experience, you’re in safe hands no matter which member of Team Bluesky you speak to. Get to know us a little better here.
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Chartered Financial Planners serving Reading, Berkshire, and the Thames Valley. Bluesky Chartered Financial Planners is a trading style of Bluesky Financial Planners Ltd which is authorised and regulated by the Financial Conduct Authority under reference 914561. Bluesky Financial Planners Ltd is registered in England & Wales No. 11936113. Registered Office: The Barn, Hatch Farm, Mill Lane, Sindlesham, Reading, RG41 5DF.
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