How Elaine supports you
Elaine’s role involves supporting the planners by carrying out detailed research, building financial plans, and preparing comprehensive reports to ensure clients receive clear and well-structured advice.
She also assists with internal training and contributes to our investment committee discussions, drawing on experience from her career in financial services over the past 16 years.
With a strong academic background in finance and several professional qualifications, she plays an important role in the planning process, helping ensure every recommendation is aligned with each client’s financial goals.
A little more about Elaine
Elaine enjoys spending her free time with her family and friends and keeping busy with her two young children and golden Labrador, Alfie.
She also likes travelling, skiing and running, as well as trying new restaurants and making the most of sunny days whenever they come along.
Elaine in numbers
98%
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45+
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1.2m
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