Alice Jamieson

Alice is a Chartered Financial Planning Associate and a Fellow of the Personal Finance Society – its highest accolade. Since entering the Financial Services industry in 2018, Alice has gained extensive experience across a variety of roles including Paraplanning, giving her a comprehensive understanding of the full financial advice process and allowing her to support advisers with technical expertise.

In pursuit of her Fellowship, Alice has attained advanced qualifications in Occupational Pensions, Long-Term Care Planning, Mortgage Advice, and Equity Release, enabling her to offer specialist advice in addition to day-to-day financial planning across a broad spectrum of client needs.

Passionate about financial education, Alice is dedicated to promoting financial literacy across all generations. She continues to provide trusted, forward-thinking advice alongside her mentor and Wealth Planning Director, Rory Stuart.