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Wealth Management Assistant

Ellie Huntley

“Making a Will is a subject often discussed but, also, often deferred. It’s one of those important procedures that we always aim to “get around to” one day, whereas, in reality, it couldn’t be simpler. The first step is to make the call and allow us to help you.”

Ellie is a Wealth Management Assistant working closely with Karen Lucas and the court of protection team.

She is often the first point of contact for clients who are looking for advice on Wills and Lasting Powers of Attorney. With a role which is so varied, she enjoys learning no matter what the task is.

Her main priority is to ensure the service she provides to clients is exceptional, when resolving enquiries, handling calls or making appointments. Ellie knows that helping clients with queries and exceeding their expectations is key in order to build long term relationships with them.

Prior to joining Tozers, Ellie has previous experience working as an Equity Release Assistant.  

In her spare time she enjoys shopping, exercising, socialising, cooking and baking. Her baking speciality is chocolate brownies!