Ellie is a Trainee Independent Financial Adviser with seven years’ experience in the financial services sector, having joined Mitchell Charlesworth in 2022. Following completion of the Diploma in Regulated Financial Planning, she is now progressing towards obtaining the Advanced Diploma in Financial Planning with the goal of attaining Chartered status. Passionate about helping clients achieve their financial goals, Ellie supports clients across a broad range of financial planning matters, including pensions, investments, protection and estate planning. She is committed to building long-term relationships and delivering a high standard of service. Combining technical expertise with a personable approach, she supports clients throughout their financial journey. Outside of work, Ellie enjoys travelling, walks with her dog Teddy and spending time with family and friends
