The Private Office (TPO)
Ellie Jolly is a seasoned marketing professional with a strong background in digital marketing and customer engagement. Currently serving as a Senior Marketing Executive at The Private Office since November 2018, Ellie Jolly has honed skills in independent financial planning services that focus on building secure client relationships. Prior experience includes a role as a Marketing Executive at Satsuma Loans from June 2016 to November 2018, where Ellie Jolly specialized in customer retention through various digital channels such as email, SMS, and social media. Educational credentials include a Bachelor's Degree in Creative Advertising from Leeds Arts University and A Levels in Fine Art, French, and Biology from Runshaw College.
The Private Office (TPO)
The Private Office is one of the UK’s Top 25 Financial Planning Companies acting for more than 2400 individuals, families, businesses and trusts to provide wealth management, financial planning solutions and independent financial advice. We offer tailored planning across a breadth of sectors and services, including: • Personal Financial Planning • Structural Financial Planning • Long-term Care Planning • Expert / Professional Witness Cases • Clinical Negligence / Catastrophic Personal Injury Planning • Corporate Financial Planning • Employee Benefits / Automatic Enrolment • UK & Specialist Pension Planning • Investment Portfolio Management • Alternative and Esoteric Investments • Tax, Estate and Inheritance Tax (IHT) Planning • Charity Investment Management • Legacy and Succession Planning • Entrepreneurial Planning • Media, Music and Entertainment Our team of independent financial advisers specialise in helping clients create, sustain, protect and grow wealth. In October 2016 The Private Office acquired PQR Financial Planning strengthening its London presence. We are also in the process of establishing a permanent presence in Bath. The Private Office is, and always has been, fully independent. This means that we operate without restriction and without bias or affiliation to any product or provider on the market. For further information about the firm please visit our website www.theprivateoffice.com or contact us on 0333 323 9060. Connect with us: Website: www.theprivateoffice.com Please note: The Financial Conduct Authority does not regulate Tax Advice or Estate Planning. The value of investments can fall as well as rise. You may not get back what you invest.