As the founder of Grovely Financial, Ellie is a highly qualified Chartered Wealth Manager and a Chartered Fellow of the Chartered Institute for Securities and Investment. Her professional mission is to ensure you fully understand your finances, moving beyond complex jargon so you feel empowered to plan for the future you want.
Ellie specialises in holistic financial planning, including cash flow forecasting to provide a framework for your lifelong goals. Whether she is working with individuals, trusts, or the next generation of a family, she puts your outcomes at the heart of the decision-making process. Before founding Grovely, Ellie built her expertise at firms such as Smith and Williamson and Quilter Cheviot.
Outside of the office: Ellie has a love for unusual county fairs and traditions, enjoys visiting gin distilleries (although having two young children have somewhat limited this pastime!), and harbours a dream of one day travelling the UK using only Bradshaw’s Guides.