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MEET THE TEAM

"Growing our team since being established in 2011"

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

Debbie Hannigan

Operations Manager

Emily Murdock

Finance Manager

Tony Jacques

Director, Independent Financial Adviser

Adam Cuthbert

Director, Independent Financial Adviser

Kyle Bishop

Independent Financial Adviser

Declan Healy

Independent Financial Adviser

Aaron James

Independent Financial Adviser

James March

Independent Financial Adviser

Dan Watkiss

Account Executive

Matt Black

Director, Independent Financial Adviser

Jack Tailby

Independent Financial Adviser

Ellis Boyd

Independent Financial Adviser

Alex Hondrogiannis

Account Executive

Andy Wheeler

Associate Director/Independent Financial Adviser

Jack Duffy

Paraplanner

Vicki Taylor

Senior Client Servicing Executive

Bryony Briggs

Senior Client Servicing Executive

Teodor Nikolov

Client Servicing Executive

Francesca Frangeskou

Client Servicing Executive

Antony Lindsay

Client Review Support Administrator

Asif Hamid

Client Review Coordinator

Lindsay Roberts

Client Servicing Executive

Emily Murdock

Finance Manager

Ellie Williams

Finance Administrator

Lewis Chatwin

Finance Administrator

David Parkhouse

Finance Consultant

Harry Smith

Marketing & Events Manager

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.