Testimonials – Alison Treharne

Alison is a highly proficient financial adviser, who uses her contacts and experience of investment banking to good effect. She is always available to talk to and her written reports are comprehensive and easy to understand. What really makes Alison stand out from other financial advisers is her ability to connect with people and understand their personal circumstances, aspirations and level of financial expertise. She has helped me enormously with my investments and tax planning. She is also the only adviser I have had who has explained the potential impact of my attitude to risk in actual monetary terms.

Ali is a great professional, she understands needs and provides appropriate advice in a professional and timely manner and is always happy to explain and clarify any queries – Ali has helped us to organise both personal investment and savings strategies and developed our Company GPP and has provided excellent service – She has got us on the right road at last!

Alison Treharne is an absolute genius with her finger constantly on the money market pulse. She is reassuring but always realistic. Since she has managed my portfolio she has recovered huge losses achieved by a leading high street bank! In addition I have had valuable advice regarding inheritance tax which has enabled us to take steps to limit amounts payable. She regularly liaises with my Accountant who deals with HMRC and ensures the capital gain situation when selling stock, something no other IFA has ever bothered to do – and I have thus had huge, unnecessary capital gains to pay.

Alison invests my assets, taking care of my tax planning each and every year. I have always been extremely pleased with the advice that she has given me, I am delighted with the returns, and would not trust anyone else with my finances

She explains things very simply so that you can fully understand the risks, what everything really means. She is not pushy but very motivating in getting one to think about your future.

We would vouch for Alison because she really listens and quickly grasps the sort of advice and financial planning one is seeking. We would recommend her unreservedly.