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.
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.
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.
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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.
Alison Maillardet O’Neill