Verified recordFinancial Services

Alistair Ellen

Wealth Manager Independent Financial Planner Investment Adviser at Fp Wealth Management

Based in Bournemouth, United Kingdom

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Seniority

Manager

Department

Other

Location

Bournemouth

Industry

Financial Services

Company size

6

Contact information

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Email

1 credit

a•••••••@fpwm.co.uk

Phone

5 credits

+44 ••• •••• ••••

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Background

About Alistair Ellen

Thank you for viewing my profile.I am driven by a desire to help my clients achieve their individual financial goals and to provide them with peace of mind and financial security. In essence, my aim is to make a difference in everything that I do for them. Detail is in my DNA and by extracting any available advantage at every level of the advice process, I can create and maintain discernible value for my clients.I love the technical side of what I do and enjoy being consulted by our professional partners when they need a sounding board for complex problems, often relating to interactions of tax, law and the investment or financial world. I work with like minded professional partners to engineer complete financial solutions for clients I help cement client relationships, becoming a source of additional work as a result of what I do I run individual investment portfolios accurately reflecting client aims and risk toleranceI am a member of LinkedIn to connect with like minded professionals who are seeking help to provide distinct, individual and complete financial advice to their clients.In my spare time I am an unpaid groom for my partner Helen helping her manage and compete four Dressage horses. I love all sports both as a player and spectator, and I would love to find time to play more Golf.

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