Alison Fry

Financial Planner

Work

I joined the industry in 1989 as an administrator.  Encouraged to become more knowledgeable I began to take various exams which eventually led to achieving diploma status.

In 2008 I became an advisor and I have given advice to clients ever since.

I primarily work with people in or approaching retirement, those that have inherited wealth or suffered a bereavement or divorce.

Qualifications

Statement of Professional Standing

Accreditations

Rest and play

I am a runner, I have completed several marathons and ultra marathons as well as countless half marathons.  I am a qualified Running Coach and Run Leader.

I am an avid fan of Pilates and am currently working toward becoming a qualified Pilates instructor.

I have two dogs and love walking them in the beautiful Surrey Hills.

We asked Alison...

My proudest moment as a Financial Planner was:

When a newly bereaved lady told me she now understood her new financial situation and I had demystified her future. She told me I had shed some light during a dark time.

The three things I love most about my job are:

Helping people to understand their financial position, helping them define and reach their goals and aspirations.

Meeting with clients, developing trust and understanding with them.

The types of people I most enjoy working with are:

Those approaching retirement or in retirement.

Those who have sold their businesses or are looking toward exiting their business.

Those who have suffered a bereavement.

Our team

Committed, strong and driven are just three words to describe our trusted team. Meet the individuals who will go the extra mile for you.

Scott Atkinson

Managing Director & Chartered Financial Planner

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Katie Hately

Chartered Financial Planner

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Alison Fry

Financial Planner

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Simon Frost

Managing Director & Chartered Financial Planner

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Emma Saunders

Financial Planner

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Lewis Keates

Paraplanner

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Paige Howles

Paraplanner

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Heidi Cunningham

Client Services Support

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David Shepherd

Head of Business and Finance

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Rosie Wills

Client Services Manager

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Michelle Good

Operations and Compliance Manager

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