Elizabeth Webb

Elizabeth Webb Email and Phone Number

Chartered Financial Planner @ Old Mill
Swindon, GB
Elizabeth Webb's Location
Oxford, England, United Kingdom, United Kingdom
About Elizabeth Webb

About Me;Experienced Chartered Financial Planner and previous Chartered Accountant with a demonstrated history of working in the financial services industry. Skilled in Client Management and Financial Advice, Operations Management, Microsoft Word and Excel, and Databases. Strong finance professional with a Mathematical Studies degree from University of Southampton. Now that the official blurb is done, I'm someone who is passionate about helping people. That might not be the first thing you think about when you hear financial adviser, but I'm in a privileged position to really get to know my clients' motivations and problems and be able to help them. Finance can be a daunting thing and unfortunately it is something which affects everyone, whether they like it or not. I am lucky enough to be able to take that fear away and replace it with trust, understanding and satisfaction. About Fairstone;Fairstone is a full-service wealth management house delivering integration-led growth to emerge as a new leader in the UK regulated landscape. Our aim.....to bring intelligent wealth management solutions to our clients across a lifetime financial journey. We define a full-service wealth management offering as incorporating independent financial advice, universal investment solutions and estate planning in a fully joined-up client offering. Our clients are completely free to select only the services that they require in whichever combination best suits their needs. 'Intelligent wealth management' provides a range of benefits to clients including whole of market choice, a flexible and transparent fee structure, no lower wealth limits, no minimum fees and no exit penalties Fairstone encompasses a nationwide team of 350 professional advisers who are expertly supported by experienced para-planners. Our centralised research and due diligence function enables efficient delivery of first-class outcomes for clients. We are one of the largest Chartered financial planning firms in the UK, with 42 office locations across the UK, actively servicing 65,000 clients. Clients are at the heart of everything we do and we currently oversee £11 Billion in client investment and pension assets and arrange £1.4 Billion in property finance per annum. Our managed investment portfolios have been Defaqto 5-Star rated for five consecutive years. In simple terms, we are a national, independent, Chartered wealth management offering expert financial planning and unrestricted choice…at 60% lower cost than the market leader.

Elizabeth Webb's Current Company Details
Old Mill

Old Mill

View
Chartered Financial Planner
Swindon, GB
Website:
om.uk
Employees:
415
Elizabeth Webb Work Experience Details
  • Old Mill
    Chartered Financial Planner
    Old Mill
    Swindon, Gb
  • Fairstone Group Ltd
    Chartered Financial Planner
    Fairstone Group Ltd Mar 2020 - Present
    Devon, England, United Kingdom
    I have the flexibility within this role to develop my own objectives, such as educating potential clients and the wider community about finance and pushing forward change in the financial services industry. I have been involved in both mentoring university students looking to become IFAs and leading workshops in schools to improve understanding of finances for the students. I am passionate about getting people to understand their finances and not be afraid of it. Soon I will be undertaking focused study on vulnerability and how to help and provide a platform for people in vulnerable circumstances to help themselves. Looking forward to it!
  • Philip J Milton & Company Plc
    Chartered Financial Planner
    Philip J Milton & Company Plc Apr 2017 - Feb 2020
    Barnstaple, Devon
    I developed my career with this firm and was well supported by the firm to proceed with further exams to obtain diploma level and then Chartered Status, also obtaining a Fellowship of the PFS, whilst developing some specialisms along the way such as pension transfer advice, equity release, investment and retirement planning. I have made solid relationships with both staff and clients and developed my interpersonal skills here as well. I am very grateful for the opportunities at this firm.
  • Philip J Milton & Company Plc
    Financial Advisor
    Philip J Milton & Company Plc Sep 2016 - May 2017
    Barnstaple
  • Philip J Milton & Company Plc
    Trainee Financial Advisor
    Philip J Milton & Company Plc Sep 2013 - Sep 2016
    Barnstaple, Devon
  • Bdo Llp
    Trainee Business Advisor
    Bdo Llp Aug 2010 - Aug 2013
    Nottingham
    I learnt a lot from BDO (nee PKF) and am very grateful for the experience of so many different businesses and meeting so many great people too. I obtained my Chartered Accountancy qualification during this time and learnt so much about office work, dynamics, expectations and work life balancing. Many skills I learnt I will take on to every job in the future.

Elizabeth Webb Skills

Tax Advisory Accounting Financial Reporting Vat Time Management Microsoft Office Financial Accounting Research Income Tax Microsoft Excel Teaching Teamwork Accountants Data Analysis Financial Analysis Budgets Team Leadership Customer Service Corporate Tax Uk Gaap Bookkeeping Microsoft Word Report Writing Team Management Forecasting Tax Account Reconciliation Powerpoint Windows Business Strategy Training Delivery Operations Management Technical Support Fundraising Interviews Negotiation Public Speaking Graduate Recruitment Programming Strategy Coaching Program Management Digital Marketing Talent Management Databases Html Sql Microsoft Sql Server Social Media Start Ups

Elizabeth Webb Education Details

Frequently Asked Questions about Elizabeth Webb

What company does Elizabeth Webb work for?

Elizabeth Webb works for Old Mill

What is Elizabeth Webb's role at the current company?

Elizabeth Webb's current role is Chartered Financial Planner.

What schools did Elizabeth Webb attend?

Elizabeth Webb attended University Of Southampton.

What skills is Elizabeth Webb known for?

Elizabeth Webb has skills like Tax Advisory, Accounting, Financial Reporting, Vat, Time Management, Microsoft Office, Financial Accounting, Research, Income Tax, Microsoft Excel, Teaching, Teamwork.

Who are Elizabeth Webb's colleagues?

Elizabeth Webb's colleagues are Timothy Midgley, Phil Mills, Rebecca Mowlem, Shelby Greathouse, Simon Cole, Neil Miller, Jamie Rudge Bfp Fca.

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