In a complex world of financial services, Eloise has worked passionately for over 10 years developing an in-depth and detailed knowledge of the world of personal and family wealth. This time has been supported by her business degree, along with the recent completion of her final chartered financial planning exam. Her honest candour and organised manner, by which she can communicate solutions to complex financial challenges, has created for her a very loyal following of clients.
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 specialises in Retirement and Inheritance tax planning however with her vast knowledge, she has a fantastic understanding of all areas of wealth management.
When Eloise is not working, she will be found keeping healthy and competing in a fitness regime that her colleagues admire. Her natural manner and strong family values, means that her moral compass is always there for her clients and colleagues.