130 reviews | 3 verified advisers
Nothing, his services and expertise are fantastic.
After a family friend recommend compound wealth planning to better my finances for my future I was assigned Elliot as my financial advisor.
Elliot has helped me to better understand how to manage my money to improve my financial situation for later in life. He explains everything in an easy to understand way so you don’t feel lost in the discussions.
It’s early days yet but u believe we are on the right path.
I have no material feedback, it was a good working relationship
Having recently returned to the UK having been working abroad and also in the last year having transitioned from permanent employment to working for myself, many typical high street products were unsuitable for me.
Matt, worked with multiple lenders to provide a variety of options that met my needs and even after one was potentially found persisted with other discussions, eventually leading to a better offer for myself which helps me moving forwards.
I achieved what I wanted to and am grateful to Matt
Nothing I can think of.
Many years ago (30) I had money to invest and I chose St James Place and have not regretted my decision.
I have a good relationship with Elliot. He is readily available and listens to what I have to say. Through our discussions I feel he understands my financial position in all aspects. If I need clarification on an issue he is helpful and reassuring. I am confident that I am receiving from Elliot the best possible advise.
Yes.
I was looking for someone to manage my pension
Elliot had been very responsive and keen to answer my many questions.
Advice has been spot on and pension performing well.
I have gone through a series of major life events in the past few years (birth of first child and moving home)
Elliot has spent a lot of time and energy in helping me navigating these major life events from a financial perspective, and putting in plans and protections in place to help financially secured ourselves for the future
Yes