0330 038 8941
Based in York
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FCA status: Certified by Firm
Ellie is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Ellie's status
Last checked: 15 April 2025
Ellie is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Ellie's status
9
Recent Client Reviews
Ellie has received 9 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Ellie has received 9 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 10 February 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Qualifications Uploaded
Ellie has not yet added their qualifications to their profile
Qualifications not yet added
Ellie has not yet added their qualifications to their profile
Transparent Fees
Ellie has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Ellie has provided information on their typical fees
Ellie has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
16
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Ellie (based on 16 first impressions)
100% of users who are not yet clients had a positive first experience with Ellie
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Ellie (based on 16 first impressions)
Checks carried out by VouchedFor
FCA status: Certified by Firm
Ellie is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Ellie's status
Last checked: 15 April 2025
Ellie is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Ellie's status
9
Recent Client Reviews
Ellie has received 9 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Ellie has received 9 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 10 February 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Qualifications Uploaded
Ellie has not yet added their qualifications to their profile
Qualifications not yet added
Ellie has not yet added their qualifications to their profile
Transparent Fees
Ellie has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Ellie has provided information on their typical fees
Ellie has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
16
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Ellie (based on 16 first impressions)
100% of users who are not yet clients had a positive first experience with Ellie
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Ellie (based on 16 first impressions)
I provide independent financial advice for my clients across a wide range of financial planning areas including retirement and investment advice. I enjoy using lifetime cash flow planning to illustrate the importance of a financial plan and to help give my clients the clarity they need to understand what the most appropriate planning steps are to take. Prior to joining The Private Office I worked as a Financial Adviser in New Zealand. I love being a part of the collaborative team at The Private Office who work together to achieve the best outcomes for our clients. Outside of work I love to travel and explore new places.
Offers available through VouchedFor
Contact Ellie through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Ellie's clients
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