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


Email James

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