Jonathan Elliott Email & Phone Number

I started my Financial Services career in 1988 with Allied Dunbar. In 1992 I then joined what was then J. Rothschild Assurance, backed by Lord Rothschild, as one of the founding Partners of the J. Rothschild Partnership. J. Rothschild Assurance then evolved and became St. James's Place Wealth Management.From 1988 to date as my knowledge has expanded and experience of market cycles has endured, my business has become a Principal Partner Practice of St. James's Place Wealth Management.This is as a result of having collectively gained experience and knowledge through multiple decades of having worked in financial services during volatile markets and high regulatory focus.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. My aim is to provide a highly professional service, working with my clients over the long term, creating a private client financial plan tailored to their personal goals, taking into account their existing market risk and their overall appetite for risk so that a holistic model of your future circumstances can be developed in collaboration with you.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. Some of whom work for Morgan Stanley, J.P. Morgan, BNP Paribas, Erste Group Bank, KBC, RBS, Credit Suisse, Shore Capital, Standard Chartered and ICAP to name a few.I am happy to offer any advice on financial planning, so please feel free to email me. You can also view more detail on my corporate website: www.jonathanelliottwealthmanagement.co.ukJonathan Elliott Wealth Management 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 titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives.SJP approved 3/12/2024

Listed skills include Contract Negotiation, Equities, Banking, Investments, and 15 others.