Megan Ellis

Administrator

Megan joined JPB Financial Planning in 2022, bringing with her a diverse background that includes a career in education and experience in financial services since 2019. Prior to joining JPB, she worked at Close Brothers Asset Management, where she developed a strong foundation in investment and wealth management.

Now part of the JPB team, Megan plays a vital role in supporting clients on their financial journey. In addition to assisting clients, Megan is responsible for implementing the recommendations outlined in financial reports, ensuring they are actioned accurately and efficiently. She also provides critical back-office support; handling client onboarding, maintaining compliance records, and coordinating client communications.

What Megan enjoys most about her role is the variety each day brings and the opportunity for continuous learning. Outside of work, Megan enjoys immersing herself in fantasy novels and finds creativity and calm through crocheting—two hobbies that help her relax and recharge.