AC
Alison Cobb
View Alison's Contact Info for Free. Sign Up and Get 50 Free Contacts Per Month.Get Started for Free
Work Experience
Client Liaison
May 2021 - Nov 2024 · 3 years and 6 months
Pa To Ceo
Oct 2020 - May 2021 · 7 months
Pa To Ceo
Jul 2019 - Jul 2020 · 1 years
Company Details
11-50 Employees
Established in 2000, Fiscal Engineers is a multi-award winning boutique wealth management firm, accredited by the Institute of Financial Planning and a ‘big four’ global accounting firm. With a Midlands heritage, we have offices in Nottingham, London and Birmingham – advising clients throughout the UK. Specialists in delivering family office services for top tier professionals approaching retirement and entrepreneurs exiting private-equity backed businesses, we provide a dedicated service for those at the point of transition with substantial investment needs. We support our clients through these key financial moments in their lives by helping them realise the outcomes they want. Our experience in managing transitional change has taught us the most effective ways to maximise return from these milestone events, freeing our clients from the day-to-day worry of managing, protecting and growing their wealth. Working alongside internationally respected academics, Fiscal Engineers was recognised in 2012 for its contribution to the sector by undertaking studies in trust and confidence post the global financial crisis that has negatively impacted so many. Fiscal Engineers is a ‘relationship’ system built on mutual respect, trust, listening and understanding. It is our mission to help our clients achieve the perfect money/life balance.
Year Founded
2000
Social Media
Linkedin
Industry
Financial Services, Independent financial advisers, Financial and insurance services, Business Services, Financial Advisers, Consulting, Economics
HQ Location
22a The Ropewalk Nottingham, NG1 5DT, GB
Keywords
Family Office solutionsWealth managementExperts in transitionand Holistic financial planning
Discover More About Cleveland Clinic

Find verified contacts of Alison Cobb in seconds from 700M people profiles. Start now!

No Credit Card Needed. By signing up, you understand and agree to Futern's Terms and Policy.