Ellie Walker

Paraplanner

Ellie is a Paraplanner and forms part of our Wealth Management team.

With 5 years of experience working in financial services, Ellie joined us from wealth management firm Chase de Vere, and is now working towards completing her CII Diploma in Regulated Financial Advice.

Her experience and skills has seen her integrate a new compliance process and also brought in a new report writing tool to ensure the suitability reports produced exceed client expectations.