Our Team

Right now, the team is just me — and I’m involved in every part of the business, from first contact through to the final result.

That means you’ll always know who you’re dealing with and can expect a consistent, personal approach from start to finish.

Ellie Bailey

Founder & Outsourced Paraplanner

I’m a financial services professional with a passion for paraplanning and doing the right thing — I’ve always enjoyed the detail-focused side of the industry and helping bring clarity and structure to financial advice.

I’ve built my experience working across different roles within financial services, which has given me a strong all-round understanding of how everything fits together. It means I don’t just focus on the technical side — I understand the bigger picture and what advisers need to run things smoothly.

I take a straightforward, organised approach to my work and genuinely enjoy being able to support advisers behind the scenes, helping them deliver the best possible outcomes for their clients.

I’m naturally quite a passionate person, and that carries through into both my work and my interests outside of it. In my spare time, you’ll usually find me reading — often anything related to Greek mythology or historical fantasy — or unwinding with a good video game. I also enjoy getting out for walks with the dog and spending quality time with family. Also, if and when I get the chance, I like to pick up my camera and take part in amateur photography.

I like to keep things a bit different too, which is where my proud-looking samurai photo comes in — taken during a visit to the Samurai Museum in Tokyo on a recent trip.