Alison Fry
Operations Manager
0208 329 4933
Alison joined Clear in 2004 and has over 20 years experience within the industry. Ali began her career working for a small Financial Adviser providing support to three advisers, working on both private and corporate clients.
As Ali’s experience developed so did her keenness to expand her technical knowledge and whilst at this stage she had no burning desire to become an adviser herself she set about studying the Chartered Insurance Institute’s (CII) Financial Planning Certificate.
No sooner had Ali completed the Financial Planning Certificate than she made the decision to continue her study, moving on to the Diploma in Financial Planning also offered by the CII. This series of highly technical papers added to Ali’s knowledge and enables Ali to give clients the best possible professional advice.
Ali ensures that the office runs smoothly on a day to day basis. Also a qualified adviser, dealing mainly with pension and Corporate clients, her technical knowledge is put to good use supporting the other advisers and acting for an ever increasing number of clients. Ali specialises in providing advice to those going through divorce, on retirement for clients who have accumulated a sizeable retirement fund, advice on occupational pension scheme transfers, all of which are viewed as complex areas of financial planning as well as continuing her work with our Corporate clients.
Ali has a talent for “attention to detail” and getting things done. She is passionate about improving the service provided to clients and is a driving force in the training and development of our support team. She is currently studying for the Chartered Insurance Institutes Advanced Diploma in Financial Planning and is an Associate of the Institute of Financial Planning.
A keen keep fit fan, Ali has done several 10k runs and has more planned for the future. She is also a keen cook and is a complete bookworm!
Qualifications:
Certificate in Financial Planning (CII)
Diploma in Financial Planning (CII)
G60 – Technical Pension Diploma (CII)
G10 – Taxation and Trusts Diploma (CII)
K10 – Retirement Options (CII)
K20 – Pension Investment Options (CII)
Paper 1 - Financial Planning Certificate (CII)
Paper 2 – Financial Planning Certificate (CII)
Paper 3 – Financial Planning Certificate (CII)
Certificate in Supervisory Management (NeBS)