Elspeth Whittaker

Elspeth Whittaker Email and Phone Number

Senior Investment Administrator @ Amber River Leodis Wealth
Leeds, GB
Elspeth Whittaker's Location
Leeds, England, United Kingdom, United Kingdom
Elspeth Whittaker's Contact Details

Elspeth Whittaker work email

Elspeth Whittaker personal email

n/a
About Elspeth Whittaker

Elspeth Whittaker is a Senior Investment Administrator at Amber River Leodis Wealth. She possess expertise in investments, wealth management, portfolio management, financial planning, mutual funds and 8 more skills.

Elspeth Whittaker's Current Company Details
Amber River Leodis Wealth

Amber River Leodis Wealth

View
Senior Investment Administrator
Leeds, GB
Website:
amberriver.com
Employees:
565
Elspeth Whittaker Work Experience Details
  • Amber River Leodis Wealth
    Senior Investment Administrator
    Amber River Leodis Wealth
    Leeds, Gb
  • Amber River Leodis Wealth
    Senior Investment Administrator
    Amber River Leodis Wealth Feb 2001 - Present
    Leeds
    Amber River Leodis Wealth is a Yorkshire based wealth management firm, specialising in portfolio management and financial planning for individuals, their trusts and pension funds.We have provided comprehensive, professional and independent advice to our clients for generations – clients who appreciate a competitively priced, bespoke and first class personal service from an experienced, reliable and reputable team. At Amber River Leodis Wealth, we know how essential it is to… Show more Amber River Leodis Wealth is a Yorkshire based wealth management firm, specialising in portfolio management and financial planning for individuals, their trusts and pension funds.We have provided comprehensive, professional and independent advice to our clients for generations – clients who appreciate a competitively priced, bespoke and first class personal service from an experienced, reliable and reputable team. At Amber River Leodis Wealth, we know how essential it is to establish close, long term working relationships with our clients, ensuring that we fully understand their objectives and requirements. We believe that our tailored and transparent approach, coupled with a long term outlook is the best route to achieving positive results in preserving and enhancing wealth Show less
  • Lincoln Financial Group
    Regional Administrator
    Lincoln Financial Group Jun 1985 - Dec 2000
    Leeds

Elspeth Whittaker Skills

Investments Wealth Management Portfolio Management Financial Planning Mutual Funds Strategic Financial Planning Investment Advisory Business Analysis Equities Estate Planning Asset Management Microsoft Excel Corporate Finance

Elspeth Whittaker Education Details

  • Fairfax
    Fairfax

Frequently Asked Questions about Elspeth Whittaker

What company does Elspeth Whittaker work for?

Elspeth Whittaker works for Amber River Leodis Wealth

What is Elspeth Whittaker's role at the current company?

Elspeth Whittaker's current role is Senior Investment Administrator.

What is Elspeth Whittaker's email address?

Elspeth Whittaker's email address is el****@****ett.com

What schools did Elspeth Whittaker attend?

Elspeth Whittaker attended Fairfax.

What skills is Elspeth Whittaker known for?

Elspeth Whittaker has skills like Investments, Wealth Management, Portfolio Management, Financial Planning, Mutual Funds, Strategic Financial Planning, Investment Advisory, Business Analysis, Equities, Estate Planning, Asset Management, Microsoft Excel.

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