Elliott Winner Email & Phone Number

With the pace of life now faster than ever, few of us have the time to look forward to, or even think about the long term.The harsh reality of this means that time, or more precisely a lack of it, could be proving more harmful to your future wealth than you would perhaps care to think. What we all need is someone, whose own time and expertise can be called upon; someone with a track record of helping people plan for their aspirations, and life's events and transitions.I am a Managing Partner at KWM Wealth Ltd, who are a Principal Partner Practice of St. James's Place Wealth Management. I specialise in helping busy Entrepreneurs and Professionals, to plan and protect their financial future, by organising their money efficiently into a bespoke lifetime financial plan. This plan will also consider provisions for life's 'what if' scenarios, such as, having another child, upsizing home, redundancy, if private education is possible, receiving an inheritance, or falling ill. My emphasis is on maintaining a long-term relationship with those that I work in partnership with, and to provide them with a source of trusted advice as their lifestyles and needs naturally evolve over time. If you would like to find out more about the expertise available, please contact me and I look forward to offering you informal, friendly and most importantly, invaluable advice. I can be reached via LinkedIn, elliott.winner@sjpp.co.uk.

Listed skills include Finance, Equities, Investments, Bonds, and 20 others.

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  Managing Partner, Kwm Wealth Ltd, Principal Partner Practice Of St. James'S Place

  Kwm Wealth

  2012 - Present

  St. James's Place Wealth Management is one of the UK’s leading wealth management organisations. As a company we specialise in delivering quality, face-to-face wealth management advice with a commitment to building trusted and enduring relationships with clients. The St. James’s Place proposition is further enhanced by its distinctive approach to investment management.Specialties:Individuals • Lifetime cash flow planning & modelling • Retirement Planning • Onshore & Offshore Investment Planning • Tax efficiency and use of tax wrappers • Financial protection against risk of illness, injury & death • Inheritance tax planning • Trust & Estate planningCorporate • Group Pension Planning • Key Person Protection • Employee Benefits • Corporate Investment Planning • Trust servicesThe value of your investment can down as well as up. You could get back less than you invested. Trusts are not regulated by the Financial Conduct Authority. KWM Wealth Ltd 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). The ‘St. James’s Place Partnership’ titles ‘Partner’ and ‘Partner Practice’ are the marketing terms used to describe St. James’s Place representatives. SJP Approved 2/10/2024