Alice Jamieson

Alice is a Chartered Financial Adviser and a Fellow of the Personal Finance Society - its highest accolade. Since entering the financial services industry in 2018, she has built extensive experience across a range of advisory and technical roles, developing a deep understanding of the advice process and the complex needs of clients at every stage of life.

In pursuit of her Fellowship, Alice attained advanced qualifications in Occupational Pensions, Long-Term Care Planning, Mortgage Advice and Equity Release. These specialist areas complement her holistic approach, enabling her to provide tailored advice across a broad range of financial matters.

Alice is passionate about helping clients make informed financial decisions and is committed to delivering clear, practical advice that supports their long-term goals and aspirations. She is also a strong advocate for financial education and enjoys promoting financial literacy across all generations, helping individuals gain greater confidence and understanding in managing their finances.

Combining technical knowledge with a personable, client-focused approach, Alice works closely with clients to create tailored financial strategies that evolve alongside their changing needs and circumstances.