Senior Partner Practice of St. James's Place Wealth Management
Elliot began his working career with Barclays Bank back in 1988.
He provides face to face advice to establish, grow, preserve and protect financial well-being and aims to be your trusted Adviser in creating clear financial solutions to meet client objectives.
He prides himself in offering clients a high level of personal service that is rarely seen in today’s financial market place. He takes time to really get to know his clients before offering advice. Once you are a client, his philosophy then focuses on maintaining a long-term trusted relationship with clients by carrying out regular reviews to ensure that plans are on track.
The level of client satisfaction is important to Elliot and is judged by the fact that many new clients come to him as a result of personal recommendations through existing clients.
Elliot joined the team in November 2016 bringing his own clients with him. He will look after some of Crown Wealth Consultants' existing clients and offer his own clients a well enhanced service.
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.
Crown Wealth Consultants is a trading name of Crown Wealth Ltd. Crown Wealth Ltd is registered in England and Wales, Number 07111014. Registered Office: 30-34 North Street, Hailsham, East Sussex, BN27 1DW, England.