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

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

Fiona Myatt

Senior Client Servicing Executive (London)

Kieran Reid

Client Servicing Executive (London)

Adam Cuthbert

Director, Independent Financial Adviser

Liam Bray

Independent Financial Adviser

Drew Collison

Technical Paraplanner

Matt McVerry

Senior Client Servicing Executive (East Midlands)

Debbie Hannigan

Senior Client Servicing Manager

Fiona Myatt

Senior Client Servicing Executive (London)

Michelle Johnson

Senior Client Servicing Executive

Matt McVerry

Senior Client Servicing Executive (East Midlands)

Kieran Reid

Client Servicing Executive (London)

Jack Duffy

Review Administration Coordinator

Ariana Rodrigues

Junior Client Servicing Executive

Vicki Taylor

Client Servicing Executive

Harry Swift

Apprentice Administrator

Andy Wheeler

Associate Director/Independent Financial Adviser

Debbie Hannigan

Senior Client Servicing Manager

John Lewin

Management Accountant

Emily Murdock

Finance 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.