Alice is a Paraplanner at TheWealthPoint, bringing over seven years of experience in the financial services industry. She holds the CII Level 4 Diploma in Regulated Financial Planning and is currently working towards the CII Chartered Financial Planner designation, demonstrating her commitment to maintaining the highest professional standards.

Alice’s technical expertise spans a broad range of complex financial planning areas, including retirement planning, investment strategy, protection, and inheritance tax planning. She plays a key role in supporting the adviser team by undertaking in-depth research and analysis, and producing suitability reports that ensure clients receive outcomes tailored to their individual circumstances, objectives, and financial position.

Outside of work, Alice enjoys spending time with her cockapoo, keeping active through running and the gym, and expressing her creativity through sewing and upcycling.