Ellie is a dedicated Wealth Planner based in our Sheffield office but with a focus on providing remote-based advice to clients across the country.

 She has worked in the financial services industry since 2019 when she started her career as a paraplanner. Becoming qualified in 2021, she holds the Diploma for Financial Advisers with the London Institute of Banking and Finance. Ellie believes that no two lives or financial journeys are the same and she is passionate about tailoring advice to client’s personal objectives.

Whether that is helping someone feel more in control of their money, plan for a secure retirement, or prepare their estate to pass to future generations, she takes the time to understand what truly matters to each person. As an adviser, Ellie believes advice should feel personal, approachable, and empowering. She is committed to building long-term relationships and being a trusted guide for clients through all stages of life to help them achieve their financial goals.

Outside of work, Ellie is a keen runner, enjoys yoga, and hiking. Travelling and spending time with her friends and family is also important to her.