Ella Catherall
Senior Planning Analyst
Modern | Dynamic | Honest
Areas of Expertise
- Report Writing
- Research & Analysis
- Compliance
- Day to day operations
Qualifications
- BSc in Accounting and Economics
- Advanced Diploma in Regulated Financial Planning
- Diploma in Regulated Financial Planning
- Certificate in Mortgage Advice
- Certificate in Paraplanning
- Certificate in Equity Release
- Certificate in Long Term Care Insurance
- Supervision in a regulated environment Diploma
- Certificate in long Term Care Insurance
Bio
Ella joined financial services following her degree in economics and accounting at Bangor University, since then she has become a fully qualified financial adviser and mortgage adviser, whilst holding other advanced financial services qualifications.
Ella has a true passion for getting things right first time, she helps research, analyse and put together reports of recommendations for our clients.
Ella has been in financial services for circa 6 years and is our senior paraplanner, helping to look after both new and existing clients. Ella also helps with the day to day operations of Celtic Financial Planning ltd and is an essential part of the modern and dynamic team we have here.
Contact Details
01352 390 121 | ella@celticfp.co.uk
Florence House
Mold, Flintshire, CH7 1JW