Donna Ellis
Client Account Manager
As a CAM, Donna provides administration support to the Financial Planners and Paraplanners. Daily tasks vary from updating databases to report writing, producing valuations and liaising with clients and providers. A conscientious worker and team player, Donna is also on hand to offer support to other staff members if needed.
Donna is married with two children. She likes walking, socialising with friends and going to see musicals and is also a unit helper with the local Girlguiding Association for Brownies, Guides and Rangers.