MEET THE TEAM

"Growing our team since being established in 2011"

Tony Smith

Managing Director

Matt Black

Director/Independent Financial Adviser

Tony Jacques

Director/Independent Financial Adviser

Tony Jacques

Director, Independent Financial Adviser

Kyle Bishop

Independent Financial Adviser

Declan Healy

Independent Financial Adviser

Aarinder Lidder

Independent Financial Adviser

Dan Watkiss

Independent Financial Adviser

Andy Wheeler

Associate Director - Independent Financial Adviser

Pam Kaur

Chartered Financial Adviser

Matt Black

Director, Independent Financial Adviser

Jack Tailby

Independent Financial Adviser

Ellis Boyd

Independent Financial Adviser

Adam Patt

Independent Financial Adviser

Alex Hondrogiannis

Independent Financial Adviser

Joe Pemberton

Independent Financial Adviser

Megan Gerold

Account Executive

Debbie Hannigan

Operations Manager

Emily Murdock

Finance Manager

Vicki Taylor

Client Servicing Team Leader

Minsha Kapoor

Technical Team Leader

Richard Adams

Data Analyst

Francesca Frangeskou

Senior Client Servicing Executive

Lindsay Roberts

Senior Client Servicing Executive

Ellie Williams

Senior Client Servicing Executive

Bryony Briggs

Compliance Associate

Swaibah Rehman

Paraplanner

Musaah Amar

Client Servicing Executive

Sarah Hall

Client Servicing Executive

Barbara Swan

Client Servicing Executive

Stephanie Powell

Finance Administrator

Lewis Chatwin

Finance Administrator

Harry Smith

Marketing & Events Manager

Healey Phillips-Payne

Technical Executive

Antony Lindsay

Client Review Executive

Joshua Orton

Client Review Executive

George Koumides

Apprentice

James Dalton

Apprentice

PENSION. INVESTMENT. RISK. TRUSTS.

Elevation has designed its service to reflect that its clients are individuals and so very different…