About Us

The Team

  • Alison Dobson
  • DipFA, Cert PFS
  • Financial Adviser
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After commencing her career in financial services in 1989 with local Life and Pensions firm Prolific Alison returned to the industry in 2006 after a career break to bring up a young family. Since her return she has studied continuously and achieved level 4 Diploma status in 2012.

In her spare time Alison enjoys running cycling and pilates and, as an avid reader, is a member of a local book club.

Qualifications

  • DipFA - Diploma for Financial Advisers (IFS)
  • CF3 - Financial Protection (CII)
  • CF4 - Retirement Planning (CII)
  • GR1 - Group Risk (CII)
  • R03 - Personal Taxation (CII)
  • R02 - Investment Principles (CII)
  • CF6 - Certificate in Mortgage Advice (CII)
  • R01 - Financial Services, Regulation and Ethics (CII)
  • CF2 - Investment and Risk (CII)