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Eva Ellis

Hove

Reviews and Ratings for Financial adviser Eva Ellis, Brighton

Meet Eva

After gaining a degree in Business Economics and building a successful career in events, I made the decision to retrain as a financial adviser. I gained my Diploma in Regulated Financial Planning and began advising in 2022.

Having a job that helps give people financial security for their future means a lot to me. My goal is for my clients to view me as trustworthy, dependable, and approachable.

I joined Shackleton (formerly Skerritts) at the beginning of 2024. It was important to me to be a part of an independent, well-respected advice firm.

I offer holistic financial planning and advice on a whole range of services including retirement planning, investments, inheritance tax planning and financial protection.

Outside of work, I have participated in 3x Iron-distance events including Ironman UK. I have also completed several marathons and ultra marathons.
Outside of sport, I love theatre, comedy, great food, and have travelled to over 50 countries and counting.

I have only just started working with Eva, which limits to some extent my feedback. However, I found her very clear and patient in explaining my financial situation. She is very able to make (for me anyway) complicated financial choices and concepts, understandable. Eva has also suggested that the risk level my private pension was at was not working well for me. We are yet to see if this advice pays off, but it made sense and I appreciated her raising it with me. Eva also helped me understand some issues about my employment pension which I am in the process of applying to draw down on. This felt over and beyond her role with me at Shackleton so I was very grateful and it was very helpful.

VouchedFor User in East Sussex