ALAN ELLIS FINANCIAL SERVICES - Key Persons
Abigail Harman joined us in May 2022, brining extensive experience in the Paraplanning role, as well as having a background in Financial Administration & Management. Abigail is equipped to provide a well rounded view to enable her to support our Advisers through the lifecycle of advice.
Ashley has worked with Alan since early 2017 and has become an invaluable member of the team with her proactive service and meticulous attention to detail.
Ashley previously worked with Aegon for 14 years and was known to both Alan and Beth when working in the branch dealing with mutual clients.
Ashley completed her Diploma in Financial Advice with the London Institute of Banking & Finance in May 2019. After a successful supervisory period, Ashley was signed off as an Adviser in April 2022, to allow her to give advice alongside Alan and Beth.
ashley owenson (LIBF DIP fa) Adviser ashley@aefsl.co.uk Ashley has worked with Alan since early 2017 and has become an invaluable member of the team with her proactive service and meticulous attention to detail. Read more
Beth has worked alongside Alan since 2008, and was delighted to support him in building the foundations of Alan Ellis Financial Services Limited.
Beth has worked in the Financial Services industry for over 14 years gaining valuable experience at Prudential and Mazars before moving to work with Alan as his PA.
Hanna Guy joined the team in May 2022, she is a competent and technical Paraplanner with comprehensive knowledge of the financial planning process gained through experience within financial services & qualifications achieved.
Pamela joined the team in March 2020. Having worked alongside Pamela for a number of years in her former role with Scottish Widows which spanned nearly 25 years, we were delighted to bring her knowledge and experience to the team as Sales Support.