Allison Case

Allison Case is an experienced training and competence professional currently serving as the Training and Competence Manager at Charles Stanley & Co. Limited since August 2023. Prior roles include Therapeutic and Wellbeing Services at Willen Hospice, and several positions within financial institutions such as Weatherbys Private Bank, Brown Shipley, Prudential Financial Planning, EFG Harris Allday, 7IM, Brewin Dolphin, Banco Santander, and KPMG. Throughout these positions, Allison has demonstrated expertise in supervision, training, compliance monitoring, and risk assessment, particularly within the financial services sector, and has been responsible for supporting advisor development, conducting reviews, and ensuring regulatory adherence. Education was completed at Sir Frank Markham from 1982 to 1986.