Meet our advisers
Eleanor Almonte Dip PFS
Independent Financial Adviser
With over 18 years experience in Financial Services and Banking, I provide a personalised Financial Planning and Wealth Management service; offering tailored independent impartial advice across the whole of the market.
I specialise in providing bespoke advice covering all areas of personal and commercial financial planning, including Investments and Savings, Pensions and Retirement Planning, Protection and Inheritance Tax Planning.
I am committed to providing the highest possible standards of service; reputation and client satisfaction are central to my business strategy. I believe in doing what's right, in a fair and honest manner. I enjoy working with my clients to identify what is truly important to them and creating a bespoke financial plan to support them in achieving their goals.
I pride myself on being friendly and approachable and providing advice that is clearly explained and simple to understand, along with offering a reliable, consistent and continuous service.
I am passionate and committed to supporting and serving my local community, providing long term value and making a lasting positive difference in both my client’s and their families lives.
I welcome the opportunity to meet with clients both old and new and can be contacted on 07765 030601 or email@example.com
I am based in Mid-West Wales primarily covering Aberystwyth, Dolgellau, Tywyn, Aberdyfi, Machynlleth, Newtown, Llanidloes, Barmouth, Bala and the surrounding areas.