Alison Treharne

At Shore Financial Planning we make sure that we get to know our clients well so that we understand your financial aims and even help to define them. We then ensure that we manage your investments and pensions to reach those aims. We regularly review your holdings with us and many of our clients find that the level of care and expertise provide allows them to enjoy their lives without financial concerns. Alison worked in the City of London for large investment firms for 10 years and is now a Chartered Financial Planner. This level of experience and qualification is rare. Alison is a regular contributor to BBC Radio Devon where she appear's on their monthly Finance slot to take calls from listeners. She is married to Jon and has two children. They have lived in Plymouth for 11 years. At our first meeting we explore your current financial position and objectives. We identify how best we would work together. You may then wish to instruct us as your financial adviser. Please allow 1 1/2 hours for an initial meeting after which you will understand the action we recommend and the cost of the work involved. The charge for this initial meeting is £150.