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
Awards and Accreditations
I have a sense of trust towards the people and the company. Thank you.
Mrs F
We have always found Christina to be reliable and honest. We value her services because nothing is too much trouble and she is never too pushy.
Mr & Mrs P
Adele was wonderful! She explained everything and made us feel at ease at all times. It was wonderful to deal with her.
Mr & Mrs C