0208 166 7217
Based in Canary-Wharf
View locationTop Rated 2026
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedbackVerified since: October, 2024
5 out of 5
Checks carried out by VouchedFor
FCA Regulated
Eloise and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct AuthorityLast checked: 25 July 2026
Eloise and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
8
Recent Client Reviews
Eloise has received 8 client reviews in the past 12 months; 100% of these have been verifiedVerified reviews: 100%
Eloise has received 8 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.Last checked: 24 March 2026
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
1
Qualifications Uploaded
Eloise has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below1 qualification certificate available to view
Eloise has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Eloise has not yet added their fees to their profileFees not yet added
Eloise has not yet added their fees to their profile
9
Positive First Impressions
89% of VouchedFor users have had a positive (4 or 5 star) first experience with Eloise (based on 9 first impressions)89% of users who are not yet clients had a positive first experience with Eloise
89% of VouchedFor users have had a positive (4 or 5 star) first experience with Eloise (based on 9 first impressions)
About
My clients benefit from a personalised approach to financial planning which sees me put their life goals at the heart of my work. Whether it is at the very start of their journey to financial independence or preparing for retirement, being able to provide peace of mind and security to my clients is key. I have built lifelong relationships with my clients and they know I am always just a phone call or an email away. Since joining the Wealth Management industry in 2018, I have completed a Masters in Wealth and Investment Management and gained my Diploma in Regulated Financial Planning. I have a particular passion for the financial wellbeing of those who traditionally do not feel well-served by the financial services industry. However daunting financial planning may seem, my approachable manner leaves clients feeling confident about navigating their journey to financial freedom.