Meet Ellie
Ellie entered financial services in 2015, bringing her experience in the global insurance market and client relations to atomos when she joined us in 2021. She supports our portfolio managers to deliver investment services to private clients, charities, and trusts. Her focus is working closely with portfolio managers and financial planners to help clients achieve their financial goals.
Ellie is reliable and well-organised, and has a track record of fostering outstanding working relationships with clients and colleagues alike. She is also an Associate Member of the Chartered Institute for Securities & Investment, demonstrating her commitment to professionalism, integrity and excellence.
Recognising the uniqueness of each individual's circumstances, our bespoke portfolio management service is tailored to meet your specific needs.
Ellie Whittington
Assistant Portfolio Manager
Start today
We’re ready to listen. Get in touch and arrange a free consultation to find out if you could achieve your goals with portfolio management.
