Ellora Milsom

Areas of expertise

Holistic Financial Planning - including cashflow modelling, pensions and retirement planning, inheritance tax planning and investment planning.

Experience

Ellora has worked in the financial services industry for over 9 years and has been advising Evelyn Partners clients for over 3 years, providing holistic advice to individuals and trustees.

Notable client work and achievements

Ellora has worked with a large and varied client bank over the years and ensured her clients have been able to quickly and efficiently reach their financial planning goals and objectives.

Professional qualifications/memberships

• CII Diploma in Regulated Financial Planning
• CII Certificate in Mortgage Advice
• Certificate of Higher Education in Business Management