Nicola Ellis
Director
Tel: 0141 221 3222
Nicola Ellis started her financial services career after finishing her MA in Economics from the University of Glasgow in 2004.
Nicola gained significant practical financial services experience, early in her career and cemented this practical knowledge with a formal study programme. She is now a highly experienced adviser and planner having completed her Level 7 exam to become a Certified Financial Planner (CFP TM) one of only around 950 who hold this qualification in the UK.
Despite her youthful looks Nicola, has gained significant experience over the last 20 years working with high net worth individuals, specialising in holistic financial planning & family groups.
Further information:
Following her success in the IFA of the Year 2013 competition in the Scotland on Sunday newspaper, where Nicola Ellis lifted the coveted trophy. She is delighted to announced that she has retained her title for another year.
Nicola has added a further prestigious accolade to her collection 'Protection Planner of the Year 2015' from Money Management Magazine part of the FT Group.
Nicola's international volleyball career was cut short through injury, so she decided to pursue her hobby of music and performing arts. By day Nicola works within Financial Services but by night she is a member of Glasgow's internationally renowned Sambayabamba! She is also a Burns enthusiast who performs at several Burns Suppers throughout the country.