MEET THE TEAM

Integrated and Specialist Advice for
Business & Private Individuals

Tony Smith

Group Managing Director

Tony Jacques

Director, Independent Financial Adviser

Matt Black

Director, Independent Financial Adviser

Adam Cuthbert

Director, Independent Financial Adviser

Emma Smith

Financial Administration Director

Adam Rogers

Compliance & Technical Manager and IFA

Debbie Hannigan

Senior Client Servicing Manager

Emily Murdock

Finance Manager

Tony Jacques

Director, Independent Financial Adviser

Kyle Bishop

Independent Financial Adviser

Declan Healy

Independent Financial Adviser

Michelle Johnson

Senior Client Servicing Executive (West Midlands)

Matt Black

Director, Independent Financial Adviser

Rikesh Chauhan

Independent Financial Adviser

Ellis Boyd

Account Executive

Harry Swift

Apprentice Administrator

Adam Cuthbert

Director, Independent Financial Adviser

Liam Bray

Independent Financial Adviser

Aaron James

Independent Financial Adviser

Matt McVerry

Senior Client Servicing Executive (East Midlands)

Daniel Watkiss

Administration Executive

Andy Wheeler

Associate Director/Independent Financial Adviser

Debbie Hannigan

Senior Client Servicing Manager

Debbie Hannigan

Senior Client Servicing Manager

Michelle Johnson

Senior Client Servicing Executive (West Midlands)

Matt McVerry

Senior Client Servicing Executive (East Midlands)

Vicki Taylor

Client Servicing Executive

Jack Duffy

Review Administration Coordinator

Daniel Watkiss

Administration Executive

Harry Swift

Apprentice Administrator

Emily Murdock

Finance Manager

Ellie Williams

Apprentice

David Parkhouse

Finance Consultant

Harry Smith

Marketing Assistant

PENSION. INVESTMENT. RISK. TRUSTS.

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

Elevation Wealth Management Ltd. Registered in England & Wales No. 04794182. Registered Address: Unit 1, Marlin Office Village, 1250 Chester Road, Birmingham, B35 7AZ. Authorised and regulated by the Financial Conduct Authority. We are entered on the Financial Services Register No. 456358 at www.register.fca.org.uk. The information contained within the website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK.

Should you have cause to complain, and you are not satisfied with our response to your complaint you may be able to refer it to the Financial Ombudsman Service, which can be contacted as follows: The Financial Ombudsman Service Exchange Tower, London, E14 9SR. Tel: 0800 023 4567 or 0300 123 9 123 or www.financial-ombudsman.org.uk.

All calls to and from our landlines are recorded to meet regulatory requirements.