Meet the Team
Sarah Ellison
Paraplanner
Sarah joined the team in February 2026 as a Paraplanner.
She has over 25 years of experience of working in Wealth Management supporting Financial Advisers. She has previously worked for Bank of Scotland and St. James’s Place and her previous roles have included Client Support, Administration, Group Pension Account Management and Paraplanning.
Sarah Likes Spicy Food
Sarah Dislikes Snakes
22.07.26
Online financial advice scams back in the spotlight.
I’m not sure that online financial scams have ever been out of the spotlight. We’ve been reporting on and warning clients for years about being scam safe. We even set up an FAQ’s page setting out what to look for over six years ago. Everything we highlighted back then is still valid today. Even more so as the cost of scams continues to soar. Warnings a...
Awards and Accreditations
The service provided was both professional and extremely helpful, without Christina’s help we would have lost money and took a long time to obtain our pension funds.
Mr & Mrs W
The representative was very good and we were happy with the meeting.
Mr & Mrs B
I found it very easy to do business with Christina, she talked to me as a friend and I would recommend her to others.
Mrs L