Simon Elton
DipPFS Cert CII (FS)
I focus on maintaining a long-term trusted relationship with clients, showing distinct quality, integrity and excellence, which in turn gives my clients financial peace of mind.
About
The level of client satisfaction may be judged by the fact that the majority of new clients come to us as a result of personal recommendation from existing clients.
Within the St. James's Place Group we have a deep resource of specialists available to our clients and, to ensure that the most accurate advice is delivered, we work together as a team to draw upon the breadth of knowledge held by the Partners. Issues such as inheritance tax planning, exit strategy* and succession planning are just some of the available areas of financial expertise.
Clients may experience many changes during the design of an ongoing financial plan, be it personal, career advancement, acquisition of bricks and mortar, inheritance or, sadly, even bereavement. I believe in a close and trusted relationship with my clients and it is vital that consistent contact is preserved so that the client is afforded time to discuss and digest changes to their portfolios, thus ensuring that all opportunities are taken advantage of.
Many people today are preoccupied with the day-to-day running of their careers, or simply with enjoying the fruits of their labour; either way the St. James's Place Partnership are experts in working behind the scenes to produce highly effective financial plans, allowing clients to continue without anxiety - to do what they do best.
Please do feel free to contact me with any financial issues or concerns.
* Exit Strategies may include the referral to a service that is separate and distinct to those offered by St. James's Place.
Within the St. James's Place Group we have a deep resource of specialists available to our clients and, to ensure that the most accurate advice is delivered, we work together as a team to draw upon the breadth of knowledge held by the Partners. Issues such as inheritance tax planning, exit strategy* and succession planning are just some of the available areas of financial expertise.
Clients may experience many changes during the design of an ongoing financial plan, be it personal, career advancement, acquisition of bricks and mortar, inheritance or, sadly, even bereavement. I believe in a close and trusted relationship with my clients and it is vital that consistent contact is preserved so that the client is afforded time to discuss and digest changes to their portfolios, thus ensuring that all opportunities are taken advantage of.
Many people today are preoccupied with the day-to-day running of their careers, or simply with enjoying the fruits of their labour; either way the St. James's Place Partnership are experts in working behind the scenes to produce highly effective financial plans, allowing clients to continue without anxiety - to do what they do best.
Please do feel free to contact me with any financial issues or concerns.
* Exit Strategies may include the referral to a service that is separate and distinct to those offered by St. James's Place.
Promotions
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We have many years of experience in wealth management and we are dedicated to your financial well-being.
My team are dedicated to your financial well-being.Advice & Services
We offer an excellent wealth management service which will help you achieve your goals
Testimonials
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News & Insights
Visit Insights to read articles and news to help you make informed decisions about your wealth
More about St. James's Place
We’re not about selling products. Of course, we aim to achieve the best returns and help you make the most of your money. But it’s not all we want. We’re relationship-builders, ready with guidance and advice whatever stage you’re at in your life. We offer a financial service that lasts a lifetime, and beyond.
St. James's Place Guarantee
St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website.
SJP Approved 25/10/2022
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
Elton Financial Consultants LLP is a Limited Liability Partnership registered in England and Wales, Number OC370848 Registered Office: Elton Financial Consultants LLP, Suite 9a, Barrington House, Heyes Lane, Alderley Edge, Cheshire, SK9 7LA.
