Eleanor Baxter is a Chartered Financial Planner with over 15 years of experience advising high-net-worth individuals and families in the City of London. She holds a Fellowship with the Personal Finance Society (FPFS) and specializes in complex pension transfers and inheritance tax planning. Her current role focuses on helping clients navigate volatile markets while maximizing their ISA and SIPP allowances.
Eleanor began her career at a Big Four accounting firm in London, where she gained a rigorous foundation in tax law and audit practices before transitioning into private wealth management. She holds a Master’s degree in Economics from the London School of Economics and has achieved the prestigious Chartered Financial Planner status from the Chartered Insurance Institute (CII). Over the past decade, Eleanor has worked with leading wealth management firms, designing bespoke investment portfolios that balance risk with long-term growth. Her expertise lies in simplifying complex financial instruments, from decoding crypto tax liabilities to optimizing dividend yields within tax-efficient wrappers like ISAs and SIPPs. She is a strong advocate for financial literacy, regularly writing to demystify HMRC regulations and empower individuals to take control of their financial futures. Eleanor's methodology combines behavioral finance principles with data-driven asset allocation, ensuring clients remain disciplined during market downturns. She frequently consults on intergenerational wealth transfer, helping families structure trusts and inheritances to minimize tax exposure. Her writing aims to bridge the gap between institutional investment strategies and personal household budgeting.