Image of Phoebe Ellis
First Wealth

Phoebe Ellis

Client Relationship Manager

I was born in Surrey and my mother’s family are originally from the Caribbean.  I studied American Studies at Swansea University where I had a keen interest in black history and on the struggles African Americans have faced and are currently facing.

I am very keen to be a part of the movement towards a more diverse landscape for the Financial Services industry, which is what largely made me apply for a role within this industry in the first place. I am a Client Relationship Manager at First Wealth and only joined the team this year.

Already I have been actively involved with our Instagram educational page and have become a champion for our B Corp team. It was through my involvement in B Corp that I reached out to join the Diversity Project. We are passionate as a business about improving our diversity and inclusion policy and felt we could learn a lot from the project.

How to get involved

Join as a member firm

Become a member by declaring your firm’s support at
a business level. Apply now and let us know how you can help.

Join as a Partner or a Supporter

Partners and Supporters are companies and organisations within the industry, who do not fall within our Member definition but share our goals and values and agree to amplify the work the Diversity Project does.

Join as an ambassador

Diversity Project Ambassadors are people with a savings and investment background who support the Project’s ambition to accelerate diversity and inclusion in our sector. They advocate inclusion and offer their time and expertise to support the Project’s activities. Please read about the role of an ambassador.