With more than 20 years’ experience in the financial services industry, Elliot provides advice on investments, pensions and many other key areas, to clients who include high-net-worth individuals on both personal and corporate levels. He also advises on tier 1 investment clients from the Far East.
Elliot is a senior adviser within the equity release sector, a member of the Equity Release Council and an associate member of the Society of Later Life Adviser. He holds the full CeMAP qualification and takes an active role in the mortgage department. In addition to being one of our senior advisers, he often acts as a mentor to trainee advisers.
Tax-Efficient Strategies for Retirement14/01/2021
The Latest Trends in Personal Protection13/11/2020
The Big Questions: Should I take out life cover or invest my money?26/08/2020
Should you delay your retirement because of Covid-19?18/06/2020
Cash Management During a Crisis and Beyond12/06/2020