I joined Ellacotts Wealth Planning in June 2018 as an IFA Administrator, after completing my degree in Accountancy at Coventry University, to establish a career in financial advice. As part of my studies I had the opportunity to not just develop my skills on a theoretical basis but also physically through placement experience, working alongside several IFAs for 18 months.
My day to day role mainly consists of supporting both Chris Slatter, our Financial Adviser, and Wendy Perkins, our Paraplanner. Whether that be liaising with providers in respect of financial products, ensuring clients are presented with accurate information or all the tasks that go on behind the scenes.
Upon completion of my Diploma in Regulated Financial Planning, I look forward to building relationships with clients both new and old. Assisting clients in achieving their own financial goals is what I find most satisfying about my job and will do my utmost to accomplish this. At the same time, I aim to further my knowledge and ultimately become a Chartered Financial Adviser.
Away from work, I enjoy watching and getting involved in an array of sports from football to show jumping, in which my sister competes. I frequently visit family which are situated in the lovely Yorkshire and whilst there I cheer on my team, Hull City. I thoroughly enjoy trying out new experiences and as a result, city breaks around Europe have soon become my guilty pleasure – especially ones with good cuisine!