Secure Your Financial Future
Independent Financial Planning Throughout the South West & South Wales
I am delighted to start the New Year 2018 by welcoming you to my new website a portal to communicate with you about my new business venture working with Mulberry Wealth Management Ltd.
2017 was a challenging year for many reasons and I took the decision to establish a new financial planning service, focusing on a truly independent bespoke service for clients where the right product, service and proposition are brought together in full consultation with clients, rather than one size fits all.
I made the decision to return to the fully independent advice market that I have always believed in, and have the opportunity to bring together bespoke financial plans, by really listening to what you the customer want to achieve, and planning the strategy of how to get there.
I am delighted to be working with Mulberry Wealth Management and have their dedicated support in terms of administration and compliance to help me research and pull together the right services and financial products to help achieve those objectives.
I continue to be based in the Bristol and Bath area, working alongside Grafton Jones Accountants and using their offices in Chippenham and Keynsham to bring regulated financial advice in to their professional services on offer to customers as well as working with existing and new clients throughout the South West and M4 corridor.
In establishing this franchise I hope to deliver a professional service to clients who engage and work with customers to help them improve their financial wellbeing which I am passionate about for each customer I meet.
I have recognised throughout my career that trying to shape your financial future and planning for the life that you want is not a straightforward or easy exercise. It can be stressful and soul searching and I hope that through my unique approach to focusing on you holistically to improve your financial wellbeing and where applicable recognising other professionals that can assist with your overall wellbeing to make the journey to the life you desire more focused, planned and above all enjoyable.
Please email or call Alison (07496 689 309) or Adrian (07725 343 815) for a no obligation review of your circumstances.
Copyright © 2018 · Alison Davis ACII APFS. Website Development by IRUN Ltd