Having graduated from Staffordshire University in 2000 with a degree in business studies and Marketing, I took a 12-month break, during which time I was fortunate enough to travel the world. On my return I soon became qualified as an independent mortgage adviser, progressing my career soon after to become a fully qualified financial adviser.
Having spent considerable time working for a major high street bank, in both retail and corporate markets, I then worked extensively in wealth management and private banking.
Last year I completed my 30th year working in the financial services industry. Over this period, of time, I have worked in various business’s including leading Wealth Management Houses and major High Street Banks. Over the last 3 decades, I have enjoyed meeting clients from all walks of life, and have been able to provide financial assistance to individuals who range from, some who are simply just looking for that little bit extra on their savings, to others who have needed to consider more complex, financial solutions.
I have accumulated a wealth of experience/knowledge during my years in the industry which I feel leaves me well placed to provide sound guidance to any individual irrespective of what they need. I am a firm believer in providing top quality advice to my clients in a language that they will find easy to understand.
I started at Ellison Edwards Wealth Management Ltd in October 2018 so I am fairly new to the business and already feel part of the team. After spending many years within client service sectors including corporate industries and education, I have extensive experience in management and administration in which I am conveying my skills and strategies into this company.
My role at Ellison Edwards Wealth Management Ltd involves assisting Will Ellison and Mat Edwards in the day to day responsibilities of the business including: overseeing processes, assisting the directors in company matters, passing on a comprehensive range of communications to ensure that clients are kept up to date on all of their provisions in an effective and efficient manner and general smooth-running of the business to ensure the upkeep of healthy client relationships. My role here is a diverse one to say none the least and as such I am thoroughly enjoying the opportunity to work for such a wonderful organisation.
Away from the office I oversee the renovations of our home and manage my menagerie of 3 children, 3 dogs and cats!
With over 25 years’ experience of executive administration support, I have recently joined the team at Ellison Edwards Wealth Management Ltd as an Office Administrator.
Prior to joining Ellison Edwards, I worked as an Executive Assistant in the healthcare industry where I supported a number of Directors enabling them to be as efficient as possible in their working day.
At Ellison Edwards Wealth Management Ltd, I now work alongside the Practice Manager providing administration support to Will and Mat ensuring that our clients receive a seamless and exceptionally high level of service. I also assist in issuing a comprehensive range of communications keeping our clients up to date on all their arrangements in an individually tailored manner.
Outside of work I enjoy keeping fit, attending my local gym as well as cycling and taking long walks with my family.