Michael Ellis Wealth Management Ltd

Senior Partner Practice of St. James's Place Wealth Management

Sarah Cholmondeley, Paraplanner

Sarah has 28 years of experience in the financial services industry, the majority of which she has specialised in pensions. She started her career at Aviva (formerly Norwich Union), moving on to dealing with self-invested pensions at a practitioner firm, then managing a portfolio of company and individual pension arrangements at an independent financial advice practice. Sarah now undertakes research, analysis, report writing and assisting in advice formulation for pension casework.