Eleanor ClarK, FInancial Planner

My life in Financial Services started by providing endowment and life insurance illustrations along with arranging policies for solicitors and their clients across England and Wales, a service offered by the Law Society at that time.

I then became a Financial Adviser for a building society before taking a position with a nationwide IFA followed by a Chartered Accountants with a Financial Services section, where I provided specialist mortgage advice to the other Financial Advisers and their clients.

Following a rather long break (eight years) from Financial Services to have a family, the position at Perceptive Planning came along just as my youngest child was starting school. I took this as a ‘sign’ that working with Shannon and Phil was my destiny and I persuaded them to take me on.

I started working with Shannon and Phil in 2011 and my role has progressed from that of an administrator to being a Financial Planner and now Director.

I provide holistic advice to our clients, often dealing with multigenerational assets that are being passed on to younger members of the family.

We are busy – boredom is something I have not encountered here and the variety, along with the people I am working with, means coming to work is not a chore.

Out of work I spend much of my time as a taxi service for my children, but I also enjoy travel, socialising with friends and I can often be spotted in north Essex lanes preparing for a run for cancer charities.

Qualifications

• Diploma in Financial Planning (CII)

• Mortgage Advice Qualification (CII)