Michael Ellis Wealth Management Ltd
Senior Partner Practice of St. James's Place Wealth Management
Gill has 22 years industry experience, including 12 years working at HBOS. She has continued to develop her financial background in other roles including Accounts Manager for a family owned business and Money Advice Caseworker both with the Citizens Advice Bureau and more recently with Age UK. Her main role within the team is to support Rachael in all administration processes. She ensures the necessary preparation work is carried out and relevant information collated to enable the efficient management of financial strategies for our clients.
The Partner Practice represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group's wealth management products and services, more details of which are set out on the Group's website www.sjp.co.uk/about-st-james-place/our-business/our-products-and-services. The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.
Michael Ellis Wealth Management Ltd is registered in England and Wales, Number 08398924. Registered Office: Unit 8 Phoenix Business Park, Phoenix Road, Barrow-in-Furness, Cumbria, LA14 2UA.