Eloise Waller, Trainee Financial Planning Consultant

Eloise Waller

Trainee Financial Planning Consultant

About Eloise

Eloise has worked in financial services since 2010 initially as an administrator for Armstrong Watson Financial Planning & Wealth Management.

She then worked as a Paraplanner within another IFA practice before setting up her own outsourced paraplanning business in 2016 carrying out fund and product research, suitability letters and ensuring compliance of files. Whilst developing and growing this business she worked with both small IFAs and national firms throughout the UK gaining a broad knowledge across the many different aspects of financial planning.

Eloise rejoined Armstrong Watson in October 2019 to develop her career further as a Financial Planning Consultant providing advice to make a difference to our clients lives and financial wellbeing. She is also currently studying to become a Chartered Financial Planner.