Alison Mackie - Consultant - Leicester
Qualifications
BA (Hons) - Business Studies
Chartered Insurance Institute:
- Financial Planning Certificate
- Advanced Financial Planning Certificate:
- G10 - Taxation and Trusts
- G20 - Personal Investment Planning
- G60 - Pensions
- K10 - Retirement Options
- K20 - Pension Investment Options
- MAQ - Mortgage Advice Qualification
Experience
Alison's first experience of the Financial Services industry began in 1991 when she joined TSB Trust Company working as a Financial Consultant in various branches of the TSB. In 1993 she moved to become an IFA with a small broker in Leicester before joining Hogg Robinson Financial Services Limited in 1995 as a Financial Planning Consultant. In June 2001 Alison decided to join her former Hogg Robinson colleagues at LEBC Group and moved to the newly opened Leicester office.
With over 10 years' experience as an Independent Financial Advisor, Alison is able to offer an extensive range of financial planning advice including wealth and asset protection, retirement planning, inheritance tax planning, provision of employee benefits and taxation and trusts. Alison prides herself on delivering a highly personalised advisory service to both her corporate and individual clients.
Specialisation
Inhertiance Tax Planning, Investment Planning, including Trustee Investment, Retirement Plannng and Retirement Options.
The FSA does not regulate some forms of Inheritance tax planning.