
Eleanor joins the Vision Network after a successful sixteen year career with HSBC, where she provided relationship based financial advice and built up a strong reputation for delivering exceptional customer service and technical knowledge.
I established ELA Independent Financial Planning to provide a personalised Financial Planning and Wealth Management service, offering tailored independent impartial advice across the whole of the market.
I have chosen to work within the Vision Network as their values and philosophy align with my own core beliefs of placing the client at the heart of everything. I believe the key to a successful client relationship is built on the three core principles of Integrity, Transparency and Trust. I enjoy working with my clients to identify what is truly important to them and creating bespoke solutions to support them in achieving their goals. I pride myself on providing advice that is clearly explained and simple to understand and offering a reliable, consistent and continuous service.
I am passionate and committed to supporting and serving my local community, providing long term value and making a lasting positive difference in both my client’s and their families lives.
Outside of work I enjoy keeping fit, cycling and baking, along with supporting my local football club and watching my son play football.
I am based in Mid-West Wales and welcome the opportunity to meet with clients both old and new. I can be contacted on 07765 030601 or