EP

Ellen Hughes Dip Mort/Fin Plan

Financial Planning Assistant at Morgans Financial Limited

Ellen Hughes, with a Diploma in Mortgage Broking and a Diploma in Financial Planning, has extensive experience in the financial services industry, currently serving as a Financial Planning Assistant at Morgans Financial Limited since April 2016. Previous roles include Finance Broker at Ocean View Loans and Office Manager at Ocean View Home Loans, where responsibilities included client file organization, case monitoring, and customer service. Ellen has also worked as a Financial Adviser & Paraplanner at Monmouthshire Independent Financial Advisers, where duties involved comprehensive research, report writing, and training new advisers. Earlier experience includes positions at Monmouthshire Building Society, Royal and Sun Alliance, and Halifax plc, featuring mortgage advising, complaints management, and team training. Currently pursuing Certified Financial Planner status, Ellen demonstrates a commitment to professional development in the financial sector.

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