JM Finn
Alison Jackson has over 20 years of work experience in risk management, internal audit, and financial services. Alison is currently the Head of Risk at JM Finn, where they provide valuable insight to support informed risk-taking and enhances the firm's risk framework. Prior to that, they were the Head of Internal Audit at JM Finn & Co, where they established a professional internal audit department and developed a risk-based audit plan. Alison has also worked at the Royal Bank of Scotland as a Senior Audit Manager, where they collaborated with global audit teams to ensure consistent execution of methodology standards and delivered audit coverage for large corporate businesses. Alison began their career at KPMG as an Assistant Manager, gaining experience in auditing a range of clients and managing complex financial services audits.
Alison Jackson's education history begins in 1990 when they attended Ramsey Grammar School. Alison completed their secondary education there, but no degree or field of study is specified. In 1996, they enrolled in Newcastle University and pursued a Bachelor of Arts degree in Politics, graduating in 1999. Following this, from 1999 to 2002, Alison attended the Institute of Chartered Accountants England & Wales, where they obtained an ACA (Associate Chartered Accountant) qualification. In 2017, they participated in a program at The Chartered Institute for Securities & Investment (The CISI) focused on Risk in Financial Services, although no specific degree or field of study is mentioned.
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JM Finn
By simplifying the financial challenges that investors face, JM Finn aims to protect and nurture wealth across generations. Wealth challenges come in many different shapes and sizes and often when one least expects it; by putting an investment manager as the main point of contact, we look to develop long term relationships with clients of all ages to guide them through the complex world of investing, so that their wealth can last generations. We offer support to first time investors, wealth planning advice, investment structuring guidance and pension planning. Our personalised services have helped us grow the number of clients we help. Today, this represents over £10 billion of assets on behalf of close to 20,000 investors across our five offices in London, Bristol, Bury St Edmunds, Leeds and Winchester.