Elian has worked in the Financial Services industry for more than 37 years. She joined Citrus Financial in 2024, bringing a wealth of knowledge and experience with her. During her career as a financial adviser, Elian has helped countless individuals and families achieve their financial goals. She prides herself on building strong and lasting relationships with her clients, taking the time to understand their unique needs and tailoring her advice to fit their specific situation.

As you would expect, Elian is qualified to provide holistic financial advice. This includes a wide range of topics such as investments, Inheritance Tax planning, Long-Term Care Planning, Protection, and Equity Release mortgages. However, her passion is retirement and pension planning. She advises on accessing pension benefits together with pension annuity purchase and saving for retirement.

Away from work, she enjoys spending time with family and friends and enjoys walking the dog, weight training and running. She enjoys the theatre especially musicals and comedians. She also enjoys holidaying, whether that’s abroad or in the UK.

Inheritance Tax Planning is not regulated by the Financial Conduct Authority.