Client Services
Sara Greer
I am the backbone of our boutique financial planning service, managing calls and office operations with meticulous attention to detail. I want to ensure your experience is seamless from first contact. Feel free to contact me on 0141 221 3222 to schedule an appointment with our planners.
At home, I love being outdoors with my dog, taking walks around the countryside, then settling down with a hot cuppa and good book.
We have a passion for good advice and we care about our clients
We see feel it is a privilege not a right to look after a client and their money. We want to form a long term relationship to be your trusted adviser to guide you on your journey.
Like any good team we have a blend of skills, ambition and experience
The culture here is to work together to deliver the best outcome for the client. We are building an elite team with complimentary skills and a whole heap of experience. Whatever your circumstances we know they can help you.
Founder & Director
Nicola Ellis CFP™
I love real conversations, not sales pitches and a plan that actually reflects how you want to…
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Founder & Director
Jennifer Ellis
My aim is to make sure everything works the way it should, so your experience with Wellington…
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Adviser in Development
Bryce Clark
Your financial confidence comes from understanding what you can control. I translate complex financial decisions into clear…
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