Meet the Team at Elliot Fletcher Ltd…
Patricia Campbell – Managing Director
Tricia has been in the industry now just over 30 years where she worked for Royal Sun Alliance and AVIVA working as a Pensions Specialist. In 1997 Tricia became an Independent Financial Advisor, specialising in pension advice. Tricia has a very wide rage of experience, not only in pensions advice but pensions administration and employee benefit consulting. Tricia is the Managing Director of the Practice. Her expertise is vital for the ongoing compliance and technical development of Elliot Fletcher Ltd.
Mark Campbell – Business Development Manager
Mark joined Elliot Fletcher Ltd in 2006 and brings a wealth of experience to the company from both the Financial Services Industry and the Property Management Sector.
Mark manages all aspects of accounting together with managing all queries relating to Elliot Fletcher’s on-site facilities. He works hand in hand daily with the company MD on the financials, marketing projects, networking events and potential business.
Mark is currently studying for a degree in politics, philosophy and economics at the Open University.
Lindsay Owens BA (Hons), Cert PFS-Independent Financial Advisor
Lindsay graduated from Edge Hill University in 2004 whilst working at Royal Sun Alliance.In September 2004 she joined Elliot Fletcher Ltd and began her progression to becoming an Independent Financial Advisor. In the summer of 2008 she passed her Certified Financial Planning exams, accredited by the CII. Lindsay has recently qualified to the full diploma level in Financial services.Lindsay now heads up the Employee Benefits Section. She specialises in Group Personal Pension Plans, Group Private Medical Insurance, Group Private Healthcare Insurance and Group Life Insurance.
Ellie Quirk – Junior Independent Advisor
Ellie joined Elliot Fletcher Ltd in January 2012 on a part time basis as a member of the accounts team. She graduated in 2014 from Liverpool Hope University with a degree in Accountancy.
Ellie joined Elliot Fletcher Ltd on a full time basis in September 2014 and is working her way towards becoming a Charted Financial Planner.
Gill Owens – Office Manager
Gill worked for the National Health Service for 31 years as a Manager in the Prescription Pricing Authority. She joins Elliot Fletcher Ltd with a wealth of Financial Account Management experience and outstanding leadership skills.
Gill is the Office Manager at Elliot Fletcher Ltd and is also responsible for all Group Pensions administration.
Sue joined Elliot Fletcher Ltd in 2010 after working for 15 years in the City of London. Sue works alongside the Managing Director dealing with compliance and administration.
Lisa Maylon – Audio Typist
Lisa joined Elliot Fletcher Ltd in February 2008, having previously worked for 13 years in the same capacity for the Department of Work & Pensions typing transcripts for the Fraud Department. Previously she worked for the Inland Revenue for 10 years producing documents in her role as a Desktop Publisher.
Jess joined the team in 2016 on a part time basis as an office junior. She helps out with all aspects of administration for Elliot Fletcher and also helps processes some of the accounts management information.
Jess is training up to be a full time para planner for Tricia Campbell.
For more information, visit the Contact page