Donna Ellis

Donna is a Client Account Manager who works part-time on Mondays, Wednesdays and Fridays. Donna brings a lot of experience from working with a number of IFA firms and is familiar with the back office systems which Baker Davies use. In previous roles she has also provided specialist administration support for Group Pensions, SIPPS and SSAS (Self Invested Personal Pensions and Small Self Administered Schemes).

What do you enjoy about your work?
"I have always worked in Financial Services since leaving college in 1991 where I did a secretarial course.

I've passed my FPC 1, 2 & 3. (Financial Planning Certificate) and enjoy the variety of work within Financial Services as no day is the same!"

Hobbies and Interests
Being a mum of two young children I don't have much time for hobbies but I enjoy socialising with my friends, eating out, taking the kids/dog out for walks. I'm also a parent volunteer at my daughter's Brownie pack. I was born in Bournemouth and have lived in Poole for around 30 years.

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MEET
THE TEAM

CAMS:
Sarah Blackburn
Gemma Fowler
Donna Ellis
Jackie Smith
Carla Thompson

Advisers:
Tony Davies
Peter Kingswell-Farr
Simon Radley
Kerry Saunders

PA to Directors:
Suzanne West

Paraplanner:

Emma Peoples


Office Accounts Administrator:
Ben Jones

Compliance Consultant:

Richard Kerr

The Ambassadors
:

Chris Knox and John Collins