Alison Lee

Alison Lee

Administrator | The Coordinator

Experience

Alison specialised in children’s care for over twenty years which leaves her uniquely positioned to manage the financial planners here at Concept!

Undertaking a degree in social sciences with the Open University whilst in full time employment gave Alison a great interest in what makes people tick, alongside developing excellent research and analytical skills.

Alison’s attention to detail, organisational skills and personable nature mean we are lucky to have her as our administrator and she keeps us all on our toes

Since commencing her role at Concept in March 2020 Alison has achieved the Chartered Insurance Institute Award in Life and Pensions and is currently working towards RO1 Financial Services Regulation and Ethics

Expertise

  • Promoting constructive relationships with both clients, providers, and colleagues
  • Facilitating an efficient client onboarding process
  • Coordinating and preparing client annual reviews

Interests

In her spare time Alison is a keen gardener and has a real passion for Art Deco and Victorian architecture and can often be found scouring reclamation yards for more ‘treasures’.

Qualifications

  • BSc (Hons) Open 1st Class
  • Award in Life and Pensions Foundations (CII)

View my profile at
www.linkedin.com/in/alison-lee-8283a2173

 

Paul Richardson

Paul Richardson

Chartered Financial Planner /Chief Executive

Carl Wilkinson

Carl Wilkinson

Financial Planner

Dawn Keeling

Dawn Keeling

Financial Planner

Hugh Austen

Hugh Austen

Accounts Manager

Fi Macdonald

Fiona Macdonald

Practice Manager

James Whitehead

James Whitehead

Technical Analyst

Colin Selway

Colin Selway

Business Development Manager

Reuben

Reuben

Top Dog 2006 – 2021

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