Director & Trainee Adviser
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.
Over the last 10 years Beth has built a vast knowledge of the business and technical expertise, and in that time has formed excellent relationships with Alan’s client base.
Beth completed her Diploma in Financial Planning with the London Institute of Banking & Finance in May 2019 to allow her to give advice alongside Alan, and is currently undergoing the final stages of the sign-off process to allow her to Advise independently in 2021.
Qualifications CertFA, LIBF DipFA