Our People

ALAN ELLIS (DIP PFS, A.P.M.I.)

Director & Adviser

alan@aefsl.co.uk

Alan has worked in the Financial Services industry for 47 years, with most of that time being spent as an Independent Financial Adviser.

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ELIZABETH GRIMWOOD (LIBF DIP FA)

Director & Adviser
elizabeth@aefsl.co.uk

Beth has worked alongside Alan since 2008, and was delighted to support him in building the foundations of Alan Ellis Financial Services Limited.

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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.

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Pamela Watters

Pamela Watters

Sales Support
pamela@aefsl.co.uk

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.

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ABIGAIL HARMAN

Paraplanner
abigail@aefsl.co.uk

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.

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Hanna Guy (Dip PFS)

Paraplanner
hanna@aefsl.co.uk

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.

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