Expertise
- Wealth Management
- Financial Planning
- tax advice
- Investment
- Pension
- Pension Auto Enrolment
- Pension Planning
- Pension Transfers
- Retirement Planning
- Protection
- Inheritance Tax Planning
Summary
As a Wealth Manager of a Chartered and Principal Partner Practice of St. James’s Place Wealth Management based in Moorgate, my emphasis is on maintaining a long-term relationship with my clients and to provide them with a source of trusted advice as their financial needs evolve over the years.
Because we are determined to maintain the very highest level of service, we provide our advice to a select and exclusive group of clients.
Specialties:-
• Bespoke financial planning
• Advanced Tax and Investment Planning
• Offshore Investment Planning
• Retirement Planning
• Trust and Estate Planning
• Individual and business protection
Outside of work, I am a keen tennis player and a follower of the World tennis tour.
For more information, please visit my website at jameselliottwealthmanagement.co.uk.
Experience
-
St James's Place Wealth Management
Wealth Manager
2013 - Current
Qualifications
DipPFS
Interests and Hobbies
Tennis
