Alison Mackie
Financial Planner

0116 247 3603

108 New Walk
Leicester
LE1 7EA

Expertise

Alison has over 20 years' experience working as an independent financial advisor advising both private and corporate clients. She provides high quality financial advice tailored to ensure clients’ financial goals are met.

Alison has a truly client focused approach delivering a highly personalised advisory service to both her individual and corporate clients. She prides herself on developing long standing relationships with her clients many of which are now intergenerational.

Professional Qualifications

  • Financial Planning Certificate
  • Advanced Financial Planning Certificate
  • Diploma in Financial Planning

    - G10 Taxation and Trusts

    - G20 Personal Investment Planning

    - G60 Pensions

    - K10 Retirement Options

    - K20 Pension Investment Options

    - MAQ Mortgage Advice Qualification

Service Areas

  • Retirement Planning including At Retirement Options
  • Investment Planning
  • Estate and Inheritance Tax Planning
  • Family Protection

Personal

Alison has three children and enjoys spending time with her family and going for long walks in the country with her three Border Collie dogs. She has a passion for renovating older properties and when she finds the time she enjoys a relaxing spa day.

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