Due to the fantastic support from our clients and all of the referrals and recommendations we’ve had over the years, we needed to expand the team. Meet our amazing Financial Planner and mortgage adviser, Kelly Ellis. For all your mortgage and financial advice requirements, she is here to help!
Over the next few months Kelly will be spending time with me to help her better understand our operation and will be attending meetings so you may well get an opportunity to meet her. Kelly comes to us after a number of years in the commercial sector, most notably 10 years as a radio producer. Having brought up her young family Kelly brings valuable experience to her role with H-J Wealth Planning and will be working with her own clients as well as carrying out client review meetings if I am unable to do so. She is a qualified mortgage adviser and so will also be able to advise on any mortgage/re-mortgage requirements.
I am delighted to welcome Kelly to the team and look forward to working with her. We are growing and evolving as a business to ensure we provide the best possible service to our valued clients.