Aline Shand

Specialist in Retirement, Business Tax Planning, Trustee Investments Planning, Estate Planning and Divorce.

Based in Banbury and Leamington Spa, Aline provides relationship-led advice to business owners, professionals, retired clients and their friends and families.

She helps her clients by providing practical tailored solutions to grow and enjoy their wealth, then pass it across generations in the most tax-efficient manner. 

Working closely with clients on a long-term basis, she is able to develop a close rapport and understanding of your personal circumstances to help improve your financial position, taking advantage or adapting your plan to regular changes in legislation which might prove detrimental.

She harnesses the talents of other specialists to ensure all your needs areas are expertly covered give you peace of mind and freedom of choice.

Fellow of the Chartered Management Institute following a successful career with an multinational PLC in consumer goods, Aline retrained to Financial Advice in 2004.

As a Trustee of a local charity (BYHP), combined with her prior experience of starting, running and selling a small business, she feels best placed at the heart of the local business community.

Aline is French and arrived in the UK as a teenager. She lives with her English partner, her trilingual daughter and her cat. She enjoys socialising at the tennis club, Nordic walking and loves dancing.