Ellie holds the Certificate in Financial Planning and will continue to study towards reaching Diploma status on her return from maternity leave. She is a member of the Personal Finance Society which is the UK’s professional body for financial advisers.
Ellie has worked in the financial services industry for over 14 years and was one of the founder members of the Wingate team having previously worked at Duncan Pocock (Financial Services) Ltd. Prior to joining Duncan Pocock, Ellie worked as a mortgage adviser at Cheltenham & Gloucester.
At Wingate, Ellie provides advice to current and potential members of group pension schemes as well as providing technical support to the corporate advisers by researching information and preparing reports.
Ellie lives in Surrey with her husband and two young children.
Qualifications
- Financial Planning Certificate
- G10 – Taxation & Trusts
- MAQ – Mortgage Advice