Alison Maillardet O’Neill

Alison Maillardet O’Neill

Investment Director
Edinburgh office

About me

I specialise in managing investment portfolios for individuals, trusts including personal injury trusts, pension funds and charities. I also work closely with professional trustees and solicitors in providing investment management services to their clients.

Background/Experience

I completed my professional exams in 2012 gaining my certificate in Private Client Investment Advice and Management. I am also a Chartered Fellow of the Chartered Institute for Securities and Investment. I use my knowledge and experience to help clients structure and tailor their portfolios for their specific needs.

My interests

I am a very keen golfer and I compete in some Midlothian county competitions.  My aim is to get my handicap into single figures. I also enjoy walking my two dogs (Border Terrier and Working Cocker Spaniel), and cooking Asian and Far Eastern cuisine.

My areas of expertise

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We'd like to keep you up-to-date with news, events and information from our wealth management team. For further details on how we use personal data, please take a look at our Data Protection Notice. 

We'd like to keep you up-to-date with news, events and information from our wealth management team. For further details on how we use personal data, please take a look at our Data Protection Notice

We'd like to keep you up-to-date with news, events and information from our wealth management team. For further details on how we use personal data, please take a look at our Data Protection Notice

We'd like to keep you up-to-date with news, events and information from our wealth management team. For further details on how we use personal data, please take a look at our Data Protection Notice.

We'd like to keep you up-to-date with news, events and information from our wealth management team. For further details on how we use personal data, please take a look at our Data Protection Notice.

We'd like to keep you up-to-date with news, events and information from our wealth management team. For further details on how we use personal data, please take a look at our Data Protection Notice.

We'd like to keep you up-to-date with news, events and information from our wealth management team. For further details on how we use personal data, please take a look at our Data Protection Notice.

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I'm also an expert in...

Having a large cupboard full of whole spices which I grind myself to make delicious home cooked curries.

Cycling in hilly countryside
Alison Maillardet O’Neill

I take great satisfaction in helping my clients meet their objectives and achieve their financial aims, which allows them time to enjoy what is most important to them.