0330 038 8942
Based in Leatherhead
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: August, 2024
4.9 out of 5
Checks carried out by VouchedFor
FCA Regulated
Alison and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 21 May 2025
Alison and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
19
Recent Client Reviews
Alison has received 19 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Alison has received 19 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 17 February 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
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Alison has not yet added their qualifications to their profile
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Alison has not yet added their qualifications to their profile
Transparent Fees
Alison has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Alison has provided information on their typical fees
Alison has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Checks carried out by VouchedFor
FCA Regulated
Alison and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 21 May 2025
Alison and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
19
Recent Client Reviews
Alison has received 19 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Alison has received 19 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 17 February 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Qualifications Uploaded
Alison has not yet added their qualifications to their profile
Qualifications not yet added
Alison has not yet added their qualifications to their profile
Transparent Fees
Alison has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Alison has provided information on their typical fees
Alison has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
I have 36 years’ experience in the financial services sector, with 16 of those years spent as a planner. I joined the financial services sector by chance, starting my career in various support and technical roles before beginning an advisory role. This background stood me in good stead when I made the move to become a financial planner and enables me to draw on a wealth of experience and knowledge which I now draw upon when advising clients. I love getting to know clients, listening to, and understanding their goals and concerns to enable me to show them how they can use their wealth to achieve their objectives and creating a financial plan for them. I regularly meet with my clients to review their plan. At GPFM Financial Planners, we provide a truly all-encompassing service that takes into consideration every aspect of your life, present and future, and ensures you and your family are well looked after. We are immensely proud to be Chartered financial planners who offer independent advice to clients from all walks of life. We don’t see our journey together as a short-term solution. It’s a journey because we’re here to help people achieve a lifestyle, whether now or in the future.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Alison's clients
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