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Elliot Fletcher Ltd

Atlantic Pavilion

Albert Dock

Liverpool

L3 4AE

Elliot Fletcher Limited, Registered in England and Wales, Company Reg No: 5147846 Authorised and Regulated by the Financial Conduct Authority

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Tricia 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 joined Elliot Fletcher Ltd in 2006 training as a bookkeeper. He has worked his way up to Business Operations Manager bringing a wealth of experience to the company from the Financial Services Industry, Business Management and Property Management Sector.

Mark manages all aspects of the company’s financials together with all queries relating to Elliot Fletcher’s on-site facilities and any other non-advice related business. Mark works hand in hand daily with the company MD on the company financials, marketing projects, networking events and any potential new business avenues.

Mark is currently studying for a degree in politics, philosophy and economics at the Open University.

Mark Campbell

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 BA (Hons)

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 working hand in hand with the MD.

Jessica Hall

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.

Lisa Malyon

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.

Sue McCormack

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. She is currently working towards qualifying as a para planner having recently passed CF1