Support Team
Jacqui Charleston - Office Manager
“I joined E C Financial Services Limited in September 2014 coming from a banking/ secretarial/ administrative background having worked for RBS/Coutts for 11 years and Lloyds Bank for 14 years, where I supported senior management and enjoyed helping and getting to know clients.
“I enjoy working with the team at E C Financial Services Limited in a friendly and professional environment supporting our clients.”
“I am married and have two lovely grown-up children and also two lovely grandsons, and enjoy spending time with all my family. When I get the time I love to read and walk.”
Claudia Mitchell
“I previously worked for ECFS in 2018 but left to join a large regional firm of IFAs. I soon realised I missed the friendly and professional atmosphere at E C Financial Services and was delighted to re- join the team in December 2021.
“I am an experienced administrator having been in the financial services industry since 2016. I have passed exams and now hold a certificate in financial services. I am also on track to complete three further professional qualifications to hold a diploma in paraplanning.”
“Outside of work, I enjoy going out as well as gaming with friends and of course spending time with family.”
Sonia Whiskin
“Having worked in financial services for over 30 years in retail banking, a building society as well as in a First Party Fraud Department. I have been working as an IFA Administrator since 2019 and obtained CII Level 2 Award in Life and Pension Foundations.”
“I enjoy working as part of a small friendly and professional IFA, supporting the advisers and meeting and speaking to the wonderful clients.”
