Blue Sky Financial Planning are delighted to welcome Alison Wood to the team, joining us in June 2023 to enhance our Planner Support team. Alison has fitted in really well and is learning the ropes quickly.
With a vast amount of experience in the wealth management profession, and over 17 years of experience in financial services, we believe she is a great fit for the role. Alison is very diligent and has super attention to detail, in addition she is great with people and very caring so not only will she be making sure administration tasks are completed to a high standard, but she will also be a friendly and welcoming person for our clients to speak with.
CEO, GARY NEILD, SAID: “Delightful appointment! I’m impressed with Alison’s attitude and decorum. A great fit with our team.”
Alison was recommended to Blue Sky by two of our existing team members, so Gary just had to meet her! She was on the lookout for a company that shared her values and one where she could really feel at home and see her day-to-day work make a difference to those around her.
ALISON SAID “Joining the Blue Sky team has been a great move. Having just completed my first month here, it’s great to be working alongside such a positive and knowledgeable team where everyone is clearly dedicated to providing the best service for clients. I have been made to feel very welcome and am looking forward to this next chapter of my career.”
When not at work, Alison keeps herself very busy. She is a very talented musician, playing the keyboard and trumpet. She also sings at her local church. In addition, Alison is a great baker and has made some incredible cakes. To relax, she enjoys holidays with her husband and their two children.
Blue Sky Financial Planning is regulated by the Financial Conduct Authority, provides comprehensive financial planning to individuals who wish to prepare properly for their financial future.