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Eleanor Nelson

Associate

Eleanor brings a strong foundation in business and finance to her role.

She holds a Bachelor of Arts with Honours in Business Management from Leeds Beckett University and a Master of Science in Real Estate from Sheffield Hallam University.

Eleanor is CeMAP qualified and previously worked as a mortgage adviser, gaining valuable client-facing experience in financial services. Currently working towards her Investment Advice Diploma, she is focused on expanding her expertise in wealth management and investment.

Eleanor supports the team with a keen eye for detail, efficient administration, and a proactive approach to client services.

Areas of Expertise

  • Pension Planning
  • Tax Planning
  • Cashflow Forecasting & Modelling

Qualifications & Awards

CeMAP

Regions Covered

  • Worldwide