Francesca Allard

Areas of expertise

I am an expert in financial forecasting, which allows me to analyse and project the sustainability of client finances in terms of their short and longer term objectives.

Experience

Working closely with investment managers, providing technical advice to HNW and UHNW clients, with the aim of achieving what is important to them. I have particular experience working with families to implement full inter-generational planning and liaising directly with solicitors and accountants.

Notable client work and achievements

Providing comfort to clients navigating through material changes, such as divorce, bereavement, retirement etc.

Professional qualifications and memberships

Level 4 diploma (DipPFS) and working towards chartered status.