Alison Davis

A bit about me...

I have worked in financial services for my entire career and became a Chartered Insurer in 2005. Since then I have moved in to the arena of advising clients and qualified subsequently as a Chartered Financial Planner. Having been a Financial Adviser for 12 years working in several employed roles, I established my own brand and franchise in July 2017, in order to deliver my style of personal advice and service to clients and to maintain my fully independent status.

Having become frustrated with a one size fits all approach of my previous employers I wanted to ensure I traded with my own ethics and dedication to clients rather than be dictated to use a certain proposition. I have found the transition to my own company a completely liberating experience and it has been a pleasure to invite clients old and new to join me in my new venture.

I am supported in my role by Mulberry Wealth Management Ltd who are responsible for my authorisation, compliance and administration, this gives me the advantages of a larger business to support my own business framework and ensure I fulfil all my duties as an authorised Independent Financial Adviser, registered and authorised by the Financial Conduct Authority ref: AMH01235.

In my spare time if there is any left at the end of a day, I have two children Emma & Matthew who take up the majority, and I enjoy keeping fit and have recently returned to playing Hockey alongside my daughter, having retired once!

I am looking to take on new clients and assist people who are looking to formalise their goals in life and work out the maths as to how to get there, any initial reviews I complete are without obligation as I always need to understand if I can help initially, before deilvering any advice.

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A bit about me...