Introducing Simon Elton
Simon Elton
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Within St. James’s Place we have a wealth 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, financial areas such as private banking, long term care, inheritance tax planning, exit strategy and succession planning being just some of the financial solutions available.
Many changes occur for clients during the design of an ongoing financial plan, be it personal, career advancement, bricks and mortar, inheritance or sadly even bereavement. I believe in a close and trusted relationship with my clients, it is vital that consistent contact is preserved so that the client is afforded time to discuss and digest changes to their portfolios ensuring that all opportunities are taken advantage of.
Many people today are preoccupied with the day-to-day running of their careers, or preoccupied with enjoying the fruits of their labour; either way St. James’s Place Wealth Management are experts in working behind the scenes producing 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 by phoning 0161 483 2192.
Simon Elton





