Support Team

Jacqui Charleston, Office Manager

Jacqui comes from a banking/secretarial & administrative background having worked for RBS/Coutts for 11 years and Lloyds for 14 years, where she supported senior management and enjoyed helping and getting to know clients.

I look forward to coming in to work every day, supporting my colleagues and providing an excellent service to all our clients.

Julie Walters, Director's Assistant

Julie has worked in the financial industry for over 30 years. During her career she has been responsible for dealing with a comprehensive range of clients financial needs.

Previous roles have included Independent Financial Adviser, Senior Tax Officer, Personal Relationship Manager and Mortgage Adviser.

Every day brings a different challenge, which I enjoy. I particularly like being involved in helping clients plan for their financial future.

Emma Sands, Paraplanner

emma sands

Emma joined EC Financial Services Limited in June 2016 after four years in the enquiries department at International Financial Data Services (IFDS). As the Paraplanner for ECFS she conducts research and analysis of products. Emma also prepares client suitability reports; ensuring the reports explain advisers' recommendations fully and meet the FCA standards.

In 2011 Emma graduated from Keele University with an honours degree in psychology so she has a holistic interest in the clients of ECFS. During term breaks she volunteered at local charity Farleigh Hospice, helping their marketing team prepare for coffee mornings, presentations and large-scale events.