Chartered Financial Planner
I joined the Ellacotts team in 2022 having worked as an Independent Financial Adviser for the Wealth Management arm of a Stock Broking firm in Northampton.
I have worked in the financial services industry now for over 30 years, providing advice on all aspects of financial planning including, personal and business protection, pension and retirement income planning, investments, inheritance tax planning and long-term care funding, with a particular focus on tax mitigation and capital protection.
I pride myself on delivering a full holistic service and believe that developing strong and trusting long-term relationships with my clients ensures that the very best financial planning outcomes can be achieved.
I hold the Advanced Diploma in Financial Advice and Certificate in Long-Term Care Planning and am a Chartered Associate member of the London Foundation for Banking & Finance
Socially I enjoy spending time with family and friends, taking holidays, mini breaks, and country walks with my two cocker spaniels, preferably with a pub en route.
Audit & assurance
Research & development (R&D credits)
Outsourced VAT & bookkeepping
Mergers, acquisitions & disposals