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Liz Alley

Brewin DolphinHead of Financial Planning Operations, Divisional Director

Liz Alley, Head of Financial Planning Operations. I am responsible for the operating model and client journey for the Financial Planning department of Brewin Dolphin. This mainly centres around optimising the client experience together with the efficient and timely delivery of advice. I have worked as both a Financial Planner and in FP operations throughout my career, and this gives me an often unique viewpoint of the client journey which has helped me develop a number of differing advice offerings since the RDR. Ultimately I would like to see financial advice become accessible and valued by all areas of society.

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