Jonathan C. Elliott
DipPFS
I have a good affinity and empathy with my existing clients and excellent contacts throughout the industry, which enables me to offer an exclusive and mutually beneficial service combined with distinct quality and integrity which gives my clients financial peace of mind.
About
From 1992 to date, I am now a Principal Partner Practice of St. James's Place and I have collectively gained over 30 years experience working in financial services during volatile markets and high regulatory focus.
I am fortunate to have a close knit and friendly team working alongside me to offer the best possible service and who help my clients to overcome challenges without becoming invasive.
With the hectic lifestyles we all experience today, I find that very few people have the time or often the inclination to manage their financial affairs effectively. That’s hardly surprising as the financial world we live in is complex and fast changing.
However, at one time or another most of us will need to seek financial advice. I have a wide range of expertise and knowledge, developed since 1988 to help people, both individually and in business, to fulfill their aims and aspirations as well as offer that all important ‘peace of mind’ for the future.
I welcome the opportunity to explore how we can work together to improve or enhance your financial situation.
The level of client satisfaction may be judged by the fact that many new clients come to me as a result of personal recommendation from existing clients.
Promotions
Advice and services
We offer an excellent wealth management service which will help you achieve your goals
More about St. James's Place
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 31/12/2024
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.
