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Alison Dean Financial planning
Financial Planner

Alison Dean

Financial planning

Experience

Alison joined Evelyn Partners in 2019 and has 20 years industry experience, having previously worked as a financial Adviser with Danske Bank Private Banking & Wealth Management and Davy Private clients as a Wealth Manager. Alison, assists clients in a wide range of areas including investment advice, retirement planning, estate planning, tax planning, protection, & cash flow analysis. Additionally, she specialises in divorce and serious injury work. Alison is a member of Resolution and Women in Business Northern Ireland.

Professional qualifications/memberships

Chartered Financial Planner with the CII.

Personal Interests

Enjoys walking in the outdoors.

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