Get to know Alison
Alison has been with Argentis for 11 years, having previously worked as a teacher before deciding on a career change into financial planning. She has successfully carried many of the skills developed through teaching into her role today, particularly when helping clients understand how their investments work and supporting them in making informed financial decisions.
As a financial planner, Alison works closely with a broad range of professional clients, particularly doctors and dentists, providing tailored financial planning advice to support their long-term goals. She enjoys both the people-facing aspect of the role and the technical side of financial planning, combining clear communication with detailed expertise to deliver a professional and personal service.
Outside of work, Alison enjoys walking, gardening, and reading. She also loves travelling, with New Mexico being a favourite holiday destination.
In the spotlight
Hawksmoor
Chartered Financial Planner
Member of Personal Finance Society
Qualifications