Financial Adviser, DipPFS, ACSI in South Kensington
Financial independence has shaped my life from an early age. It taught me the value of planning ahead, making informed decisions and building long-term financial security—principles that continue to guide both my personal life and my work with clients today.
For more than 20 years, I built an international career in Corporate & Investment Banking and Wealth Management, working with some of the world's leading financial institutions, including HSBC, Barclays, RBS, First Abu Dhabi Bank and Itaú Unibanco. My career has taken me across Europe, Middle East, Asia and LATAM where I managed global clients relationships on complex financial solutions.
While the transactions were often significant, I discovered that the most rewarding part of my career was never the deals themselves—it was the relationships. Understanding what motivated my clients, earning their trust and helping them achieve meaningful outcomes became the foundation of how I work.
In the UK, there are around 3.3 million pension pots that are considered as ‘lost’, containing an average of around £9,500 per pot*. Nobody wants to be missing out on money they have built up in a pension, but there’s good news - this kind of financial hit is completely avoidable.
This one might seem obvious, but it’s easy to lose track of your pension pots, where they are, and what they’re doing. If you make a note of your pension providers, and check your pot(s) regularly, you’re far less likely to lose one of them over time.
Your investment allocation is where and how you’re investing your pension. Often, people will just use their pension provider’s default setting. But this might not actually be right for your retirement goals and risk profile. So, it’s a good idea to revisit this every few years.
If you’ve had a windfall recently, like a pay rise, bonus, or inheritance, putting a portion of it into your pension is a good idea. Not only is it tax-efficient, but you’ll be glad when your retirement comes around.
As an adviser, my role is to help you get all of this done simply, with all the facts and information you need. That might be helping you review your risk profile, consolidating old pension pots, or making a plan to help you retire early. Investing can help your money grow over time, but the value of investments can go down as well as up.
If that sounds good to you, please get in touch.
Approver Quilter Financial Services Limited. June 2026.
Commercial mortgages/remortgages, workplace pension and employee benefits. Commercial mortgages are by referral only.
Home contents insurance, buildings insurance.
Establishing and reviewing trusts, complete personal risk management planning, short- and long-term savings and investments.
Permanent health insurance to provide a regular income should you be unable to work due to illness or injury.
Wealth management advice to make your money work as hard as it can for you, including making the most of any tax breaks available.
Expert advice to help provide comfort in your retirement.
Whole of life and term assurance protection, private medical arrangements, critical illness insurance.
South Kensington
London
SW5
United Kingdom
Ellie is located in South Kensington and offers support country wide via video call providing expert financial advice to suit your needs.
Today, as a Financial Planning Consultant with Quilter Financial Advisers, I've chosen to bring that same relationship-led approach to individuals and families. Rather than helping organisations, I now help people make informed financial decisions that support the lives they want to live. Whether you're building wealth, protecting your family, planning for retirement or creating a legacy for future generations, my aim is to simplify the complex and provide advice you can feel confident about.
Alongside my practical experience, I hold the Diploma in Regulated Financial Planning (CII) and the Diploma in Investment Advice (CISI), combining institutional expertise with regulated financial planning to provide thoughtful, personalised advice.
For me, financial planning is never just about investments or pensions—it's about helping people create choices, freedom and peace of mind. Those are the relationships I hope to build with every client.
Outside of work, I'm a proud mother of two teenage daughters, and family remains at the centre of everything I do. Raising a family has reinforced my belief that good financial planning isn't simply about wealth—it's about creating opportunities and security for the people we care about most.
Having travelled extensively and lived and worked internationally, I've developed a genuine appreciation for different cultures and perspectives. Those experiences have taught me that while everyone's financial journey is unique, the aspirations are often remarkably similar: to provide for family, enjoy life with confidence and leave a lasting legacy.
I'm passionate about lifelong learning, staying active and spending time outdoors. Bormio holds a special place in my heart, where I enjoy skiing and mountaineering activities during summer. Closer to home, you'll often find me on a padel court or sometimes in the golf course or enjoying the social side of sport and the balance it brings to a busy life.
Friends and colleagues would describe me as approachable, curious and someone who genuinely enjoys connecting with people. I believe the best financial advice starts with listening, and that strong relationships are built on trust, openness and understanding.
If you're looking for an adviser who combines international financial experience with a personal, down-to-earth approach, I'd be delighted to help you take the next step towards achieving your financial goals.
In advising you, I follow a simple and trusted 3 step process:
We will arrange a time to talk about your goals and plans.
I'll prepare a tailored plan which always takes full account of your goals, and gives you the steps and expert support from me to get there. All explained simply.
I'll be there as your financial adviser to give you the support you need.
The Financial Conduct Authority does not regulate some employee benefits, tax planning, inheritance tax planning, estate planning, succession planning, trusts or some buy-to-let mortgages.
The guidance and/or information contained within this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.
Registered Office: Quilter Financial Advisers, Senator House, 85 Queen Victoria Street, London, EC4V 4AB. Tel: 0207 562 5856. Registered in England and Wales. Registered number: 05693185. Lighthouse Financial Advice Limited, Senator House, 85 Queen Victoria Street, London, EC4V 4AB. Tel: 0207 562 5856. Registered in England and Wales. Registered number: 04795080.
Quilter Financial Planning Network only: This financial promotion was approved by Quilter Financial Services Ltd & Quilter Financial Ltd on 06 August 2026.
