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Alison joined Clairville York in 2019. Her previous experience includes investment management at M&G in London where she worked in a client-facing role for institutional pension fund clients. Prior to joining Clairville York she also worked for a Financial Advisory firm helping to build diversified and risk adjusted investment portfolios for clients.
At M&G Alison qualified as a Chartered Financial Analyst. After gaining her Diploma in Regulated Financial Planning in 2018, she completed the Advanced Diploma in 2022 and is now a Chartered Financial Planner.
In partnership with the Personal Finance Society Alison is also part of a nationwide programme called “My Personal Finance Skills” which delivers career and financial education workshops to pupils in local secondary schools.”
Clairville York Limited is authorised and regulated by the Financial Conduct Authority. No 207474
Investors should be aware that capital is at risk. Past investment performance is not a reliable guide to future performance. The potential for profit is accompanied by the possibility of loss. The value of investment funds and income from them may go down as well as up and investors may not get back the original amount invested.
The Financial Ombudsman Service (FOS) is an agency for arbitrating on unresolved complaints between regulated firms and their clients. Full details of the FOS can be found on its website as www.financial-ombudsman.org.uk
