Elaine Porter
Financial Planner
Chester office
What attracted you to a career in wealth management?
I am an experienced Financial Planner with more than 20 years in the financial services industry. What I enjoy most about my role is building lasting relationships with clients, taking the time to understand what matters most to them, and helping turn their aspirations into clear, achievable financial plans.
How do you approach your role on a daily basis?
Every client’s circumstances, priorities and ambitions are unique, which is why I believe in listening carefully, understanding the wider picture and providing thoughtful, tailored advice. My aim is to give clients confidence in their financial decisions and the reassurance that they have a trusted adviser alongside them at every stage of life.
Whether supporting clients through significant life events, planning for retirement, protecting their family’s future or helping them achieve long-term goals, I am committed to delivering advice that is both personal and practical. Seeing clients gain peace of mind and enjoy the future they have worked hard to create is one of the most rewarding aspects of my role.
What are your interests outside of work?
Outside of work, I am married with two children: a son at college and a daughter who has recently started high school. Family life keeps me busy and grounded, and we enjoy spending time together in both Cheshire and Anglesey, making the most of the outdoors whenever we can.
Having a strong appreciation for the importance of family, future planning and creating meaningful experiences, I bring that understanding into my client relationships. I believe financial planning is about far more than numbers; it is about helping people achieve the life they want to live and supporting them on that journey with care, understanding and trusted advice.