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Eloise Waller

Role:

Financial Adviser

Email Address:

Telephone:


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Eloise Waller


Overview

I started working in the financial services industry in 2010 and have since undertaken a number of roles with a number of firms. I have had roles in administration, paraplanning and advising as I have expanded my knowledge and progressed through my career.

In 2015 I completed my diploma in regulated financial planning, long term care award and certificates in mortgages & equity release. Since then I have been continuing to build on my knowledge and experience and recently starting to work towards my advanced diploma.

My main aim is to provide high quality personalised advice and build long term trusting relationships with my clients.

Outside of work I enjoy listening to and playing music, as well as singing in a local choir, reading, and keeping fit with yoga, running and walks with my family.

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Mrs H

I was contacted by Eloise after my previous AFL financial adviser, Alan, retired. Eloise offered to review my financial situation. I had been concerned for a while that a private pension I held was quite stagnant and asked that we review this. 

Eloise conducted a thorough review, answering all my questions and concerns. She did not speak in jargon and explained everything to me in detail. During our conversation we also discussed investment opportunities for my savings. I knew that my savings were performing poorly due to low interest rates but was nervous about investing my money. Eloise found an investment product that was right for me, taking into account my attitudes to risk and my ethical concerns. 

I did not feel pressurised at any time and Eloise ensured I had time to read all her recommendations. I feel comfortable knowing my money is being looked after and reviewed on a regular basis. 

I believe anyone who wants to plan for their future would benefit from the services AFL provides.

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Mrs H

Eloise Waller

Mrs H

I contacted Advice for Life as I had recently bought my first house and needed insurance in place for the mortgage. I had no idea where to start online and wanted to speak to someone direct so they could advise me correctly. 

Eloise explained everything thoroughly and answered all questions I had and made sure I fully understood what I was taking out.

I chose Advice for Life as they are local, and I was recommended by friends who also use them. I was extremely happy with the service provided as not only did we get a good deal, it was also fast an efficient. It was also good to know I could call or e mail if I ever had any issues and I would definitely recommend to my friends in the future if they ever need to speak to someone for advice.

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Mrs H

Eloise Waller

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Advice for Life Financial Planning is a trading style of AFL Financial Planning Services Limited which is an appointed representative of Quilter Financial Limited which is authorised and regulated by the Financial Conduct Authority.

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