Independent Financial Adviser
I joined Ellacotts Wealth Planning in June 2016 with over 20 years’ experience of providing independent financial advice to both personal and corporate clients. As an Independent Financial Adviser (IFA) I look to build long term relationships with clients and have a number of clients I still deal with now that came to me when I first started my career.
I spent 18 years with an IFA in Witney. Following the sale of that business I left to join, what is now a national firm based in Wokingham. I then took a role with a firm in Chipping Norton where I stayed until I joined Ellacotts.
My role involves all aspects of financial planning except for mortgages. I enjoy being an IFA because every person I meet has a different advice need, which means every day brings a different challenge. Over the years I have gained extensive knowledge of pre and post retirement planning, including using both pensions and investments to achieve the desired results.
Away from the office, I enjoy spending time with my family, cooking and travelling. I also follow Oxford United, although I do not get to see as many games as I would like to!
Business protection assurance
Pensions & retirement
Financial planning for your family