Our People
ALAN ELLIS (DIP PFS, A.P.M.I.)
Director & Adviser
Alan has worked in the Financial Services industry for over 50 years, with most of that time being spent as an Independent Financial Adviser.
ELIZABETH GRIMWOOD (DIP FA LIBF)
Director & Adviser
elizabeth@aefsl.co.uk
Beth has worked alongside Alan since 2008, and was delighted to support him in building the foundations of Alan Ellis Financial Services Limited.
ashley owenson (DIP fa LIBF)
Adviser
ashley@aefsl.co.uk
Ashley has worked with Alan since early 2017 and has become an invaluable member of the team with her proactive service and meticulous attention to detail.
Pamela Watters
Sales Support
pamela@aefsl.co.uk
Pamela joined the team in March 2020. Having worked alongside Pamela for a number of years in her former role with Scottish Widows which spanned nearly 25 years, we were delighted to bring her knowledge and experience to the team as Sales Support.
SAMANTHA HENDERSON (DIP PFS)
Paraplanner
sam@aefsl.co.uk
Sam joined the team in July 2024. She has over 20 years’ experience as a Paraplanner within previous firms, dealing with initial client research options through to complex suitability reports, enabling her to support our Advisers through the lifecycle of advice.
Hanna Guy (Dip PFS)
Paraplanner
hanna@aefsl.co.uk
Hanna Guy joined the team in May 2022, she is a competent and technical Paraplanner with comprehensive knowledge of the financial planning process gained through experience within financial services & qualifications achieved.