- Locations
- Newcastle
Elliott joined the Newcastle office in 2019 initially as a Financial Planning Assistant before earning his qualifications and joining the team of Financial Planners. Elliott is responsible for researching, creating and implementing bespoke Wealth strategies for individuals and their families.
Elliott specialises in working with entrepreneurs and business owners to develop wealth strategies that ensure created wealth is retained, grown and passed onto the next generation. He also helps long-serving professionals plan for their retirement journeys and make the most of their retirement assets.
Before joining RBC Brewin Dolphin, Elliott spent time with Barclays Private Bank and is a member of the Chartered Insurance Institute and the Personal Finance Society.