Eloise has been in financial services since 2008 and is able to provide advice on a wide range of planning matters, such as retirement planning, investment planning, estate planning and protection.
Typically, Eloise specialises in providing advice on managing capital and tax planning for successful business owners and wealthy individuals; and as one of a small number of female Chartered advisers in the UK, she is ideally placed to advise successful business women, divorcees and widows.
Eloise joined SeventySeven Wealth Management in 2017, becoming a significant part of an advising community that has an exceptionally strong track record for providing trusted and dependable advice.
Eloise is an experienced presenter on topical financial matters, with a focus on providing simple solutions to complex advice areas. She has been recognised for her work in the industry, winning the ‘European Woman in Insurance Sales’ award in 2015 and was quoted in the ‘Top Performer Journal’ in 2018.
When Eloise is not working, she will be found keeping healthy and competing in a fitness regime that her colleagues admire.