Chartered Financial Planner

After completing a Neuroscience degree at the University of Edinburgh, Alison James started her career in financial services in 2003, working in the mortgage department at Bank of Scotland. Since then, Alison has worked in technical roles at two Edinburgh financial planning firms before joining Spence & Spence as a Chartered Financial Planner in January 2012.

As well as being a Chartered Financial Planner, Alison is also a Fellow of the Personal Finance Society and holds specialist qualifications for occupational pension transfers, equity release and long term care.  While Alison advises on most aspects of personal financial planning and prides herself on providing a holistic service, much of her time is spent advising clients on pensions, including lifetime allowance and annual allowance issues.