Ellis Bates Financial Advisers would like to welcome the latest addition to our Financial Planners team, Carol Lammy-Steele. Carol joins us having already amassed 30 years’ experience in the financial industry through companies such as Barclays, NatWest and Prudential. Day to day her main responsibilities are visiting Customers in their own setting and helping them to achieve their financial goals through short and longer-term planning.
With 30 years of experience behind her, Carol told us what her favourite thing about the financial industry is, and in particular her favourite thing about Ellis Bates:
“It is a privilege to work in this industry and have and continue to build on the knowledge I have gained over the years.
There’s a family friendly culture here – staff put smiley faces at the bottom of critical emails! There’s also a genuine desire throughout the company to put the customer first and work as a team to get the job done”
When all the work is done for the day, what can you find Carol getting up to in her spare time?
“In my spare time I like to relax with my family. As well as this I enjoy ballroom dancing, learning Spanish, reading, movie and theatre and health and fitness.”