Matthew Elliott
DipFA CeMAP MIFS
Prior to joining the financial services industry, I spent several years working in an accountancy practice. As a consequence, I have now established many working relationships with company directors due, in part, to the insight and understanding that I have for their specific financial requirements – whether these be personal or corporate based.
About
I am committed to ensuring that my industry knowledge remains relevant and current by placing strong emphasis on my own personal development. This, along with the pride and dedication that I place on developing solid personal relationships with my clients, ensures that I am able offer a rounded, professional and principled service.
Fundamentally my approach is one of problem-solving for clients. As a result, my clients can expect to receive the most comprehensive and appropriate advice at all times.
Being a Partner Practice of St. James's Place has meant that my own high standards have been complemented and supported by giving me access to first class technical support and what I believe to be a great investment proposition. This means my clients can rest assured that they are receiving the very best advice, which is guaranteed, whether it is around investment strategies, retirement planning, Inheritance tax mitigation or simply protecting their family or business.
Outside of business, I am generally kept busy with family life. My wife Melissa, four children and a very large chocolate Labrador, are enough to keep me on my toes. However, as and when the time permits I love to take myself away from it all, with a passion for Carp Fishing.
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
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.
