Meet Ellie
Ellie looks after a variety of clients including trusts, charities, private and corporate clients. She guides our clients through an increasingly complex investment landscape, including:
- Bespoke portfolio management, taking into account client investment guidelines, suitability and tax limitations
- Working closely with a variety of financial planners, solicitors and accountants to ensure we achieve our mutual clients' goals effectively
Ellie is a Chartered Fellow of the Chartered Institute for Securities & Investment and has had industry recognition, including being featured in Citywire’s Rising Stars selection. She was also selected as one of their top 100 Wealth Managers in 2023.
She sits within our Senior Leadership team within atomos, is a member of our specialist Charities team, with a focus on helping charities and their trustees achieve their objectives, and a member of the Investment Oversight Committee.
Ellie has also been named one of the 2024 PAM NextGen Leaders.
We go above and beyond to ensure our clients feel supported and well-informed throughout their financial journey.
Eleanor Ingilby
Head of High Net Worth
Start today
We’re ready to listen. Get in touch and arrange a free consultation to find out if you could achieve your goals with portfolio management.
