Certified Financial Planner
Diploma in Financial Planning (DipPFS)
Elise has worked in financial services since 1989, becoming a financial adviser in 2005, initially advising employees on their Group Pensions, and now works exclusively in wealth management. She has been at Succession since November 2017 and is based at the Salisbury office.
"Outside of work, I love my garden and enjoy travelling to different parts of the world, exploring the outdoors and generally being fit and active."
Book a meeting
It’s a great way to get your questions answered and find out if financial planning is for you. Initially it is just a chance for us to get to know each other and understand better if our services can help you.
To book an initial meeting with your local Wealth Planner, complete the form below and we’ll be in touch.