Elliot (IMC, ACSI) joined Compound Wealth Planning in March 2022, bringing over 4 years of expertise from St. James’s Place Practices. He specialises in supporting Gen Z and Millennials in areas such as mortgage planning, investment planning, school fee planning, tax optimisation, retirement planning, and protection planning. His seamless transition into the role ensures immediate value addition for both the Practice and our valued clients.

Elliot is committed to expanding his knowledge base to provide personalised financial solutions. He firmly believes in the power of ongoing advice and the importance of tailored strategies to help clients navigate their financial journey confidently.

Your home may be repossessed if you do not keep up repayments on your mortgage.