Us
Streamlining our operations and admin processes to elevate your financial journey.
Kellie Ellis
Operations
Get To Know Kellie
After a period of working at management level in retail, Kellie decided to start her career in financial services and took on an apprentice administration position in 2016.
Kellie truly found her passion and flourished in financial services through determination and desire to succeed. Kellie gained a vast array of experience, succeeding all challenges thrown her way and was promoted to Administration Manager and later Operations Manager.
Kellie loves speaking to clients, helping them with the administration of their financial plan and investment portfolio, and is responsible for building and enhancing our processes.
Outside of work, Kellie enjoys long walks in the country with her cocker spaniel, and days out with her three daughters. Kellie loves a busy home and is often entertaining her friends and family.
Contact Us
If you've never worked with a financial planner before, we'll guide you through the process.
If you have previously worked with a financial planner but believe it is time for a change, we can assist you in making that transition.
© 2024 Strategic Wealth Partners Limited.
Strategic Wealth Partners is an Independent Financial Adviser based in Kingston upon Thames. IFA Kingston – Financial Advisor Kingston.
Articles on this website are offered only for general informational and educational purposes. They are not offered as and do not constitute financial advice. You should not act or rely on any information contained in this website without first seeking advice from a professional.
The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren’t able to resolve themselves. To contact the Financial Ombudsman Service please visit www.financial-ombudsman.org.uk
Strategic Wealth Partners Limited is authorised and regulated by the Financial Conduct Authority FSR 784088. Company No. 10817804 (England & Wales). Registered Office: Ash Park, Shillinglee Road, Plaistow, Billingshurst, England, RH14 0PQ.
0208 719 0686
team@strategicwealthpartners.co.uk
The Smith, 145 London Road, Kingston upon Thames, KT2 6SR
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Helping successful professionals reduce taxes, invest smarter and retire on their terms.
