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15+
years established
£50m+
funds managed
22
consultants
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For teams that need additional security, control, and support.
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For teams that need additional security, control, and support.
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Here's what our clients say
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John Smith
ABC Ltd
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Susan Jones
MyCo LLC
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Jenny Adams
XYZ & Sons
Don't just take our word for it
Here's what our clients say
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John Smith
ABC Ltd
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Susan Jones
MyCo LLC
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Jenny Adams
XYZ & Sons
our clients
meet the team
Elliot Walters
Managing Director
Elliot co-founded the company in 2008. Elliot has earnt a reputation for building and maintaining successful model portfolios, running a close team to ensure they maintain their professional high standards; delivering an exceptional service and well researched portfolios with a consistent good track record. Elliot has over 30 years’ experience in financial services.
Freya Lawson
Client Administration Manager
Freya has worked in Financial Services for the last twelve years after relocating to Staffordshire from Cambridgeshire. She started work at the company in October 2013 following a company acquisition.
Having progressed through administration, Freya now manages the growing administration team, ensuring the department runs smoothly and the company processes are followed. Other duties involve developing company operations and providing management reports for the board. In addition, she is responsible for allocating all fees and commissions and also for departmental auditing.
Aidan Moran
Compliance Supervisor
Aidan was formerly a Financial Adviser for over ten years. He has worked for around eighteen years in the Financial Services industry, working as an adviser and in technical support roles for a mixture of life companies and Independent Financial Advisers.
He gained his Diploma in Financial Planning in 2012 and is currently working towards the Advanced Diploma in Financial Planning.
Aidan is currently the Compliance Supervisor, which involves being Training and Competence Supervisor for the company’s seven advisers and providing Compliance and Technical Support. He is also a member of the the company Investment Committee.
Shannon Lynch
Independent Financial Adviser
Shannon is committed to giving her clients the right outcomes and works closely with individuals and families to plan their finances effectively so that they can achieve their lifestyle objectives. She provides honest, frank advice in a way which is easy to understand.
Predominantly dealing with Retirement Planning, Shannon also has a wealth of experience in Investment, Inheritance Tax and Protection planning and always aims to look at the ‘bigger picture’.
Dominic Stephens
Independent Financial Adviser
Dominic has worked for the company for around nine years. He offers advice in all areas of financial planning including pensions, investments, tax planning strategies and protection. He predominantly works with private clients whose portfolios range from £100,000 to £2 million.
He lives in Nantwich and has been married to his wife, Rachael, for six years and has two children, Savannah (five) and Alexia May (four). He loves all sports especially going to the gym, running, football and rugby.
Elenor Walters
Administrator for Elliot Walters
Elenor has been with the company for over ten years. She was a full-time Paraplanner, before she left to have her daughter.
Her current role is Administrator for Elliot Walters, where her responsibilities include organising client appointments, general administration and new business. She holds a Certificate in Financial Planning.
our awards
our 6 step process
1. First Contact
1. First Contact
We’ll speak with you to establish your circumstances, your priorities and your financial goals. At the same time, this initial conversation gives you a chance to find out how we work, so you can trust and feel confident in us and the service we provide.
2. Discovery
2. Discovery
We’re happy to meet with you without any commitment from you to move forwards. We’ll use that meeting to listen to you, find out more about your current situation and discover what outcomes you want to achieve. You can also ask any questions you may have about our service, how we work and what you can expect if you decide to work with us.
3. Research and planning
3. Research and planning
Once we’ve established your goals and expectations, our team will explore the best options for you and put together a plan based around what you want to achieve. We’ll present a plan to you, or potentially several different options, which we’ll talk through with you in detail. Just let us do all the hard work, so you can be sure that your money is working hard for you.
4. Recommendations
4. Recommendations
We’ll give information on your current financial status and any financial products you may have, such as investment bonds, ISAs, collectives and life assurance. We’ll advise on what you can do to improve your financial situation, both when it comes to making the most of your existing financial products and on wider issues such as your retirement options.
5. Implementation
5. Implementation
This is the point where we make sure you’re entirely comfortable with the financial plan that has been drawn up and we put our recommendations in place. We set up new investments and financial products that we have agreed are right for you and keep a firm eye on your finances to make sure they are in order.
6. Review
6. Review
As time passes, your needs, circumstances and goals may evolve, so we’ll regularly review your plan with you, so we can make changes when and where necessary. That means we can make sure your money is continuing to work as hard as possible for you, putting you in the best position to achieve your objectives. At the same time, you can get in touch with us whenever you like, if you believe any changes need to be made.
our 6 step process
First Contact
First Contact
This initial conversation gives us the opportunity to explore and understand what you are looking for. It is important that we get to know who you are, your circumstances and what you wish to achieve through financial planning and wealth management. It is just as important for you to get know us, so you feel confident in trusting us to provide you with advice and guidance.
Discovery
Discovery
Without future commitment from either party we are always happy to have an initial meeting at our expense, where we shall listen whilst you tell us more about you current situation and what you wish to achieve. We will also strive to answer any and all questions which you may have about the way we work, and what you can expect from working with us and our team.
Research and planning
Research and planning
When we feel we understand your goals and expectations, we shall head off to do the hard work for you. Our expert team will research the best options and formulate a plan that is aligned to your needs and goals. We may come up with a number of options which can be discussed further. This is just the start of us ensuring that your money is working as hard as possible for you.
Recommendations
Recommendations
We shall provide details of your existing financial position and any financial products you may have, such as pensions, ISAs, life assurance, collectives or investment bonds. We will provide details of how we think your situation could be improved, both in terms of financial products and in relation to the wider areas of financial planning, such as providing options for retirement.
Implementation
Implementation
At this stage we take the plans we have recommended and implement them. Following our discussion there may have been changes to our original proposals, and a financial plan which you understand and with which you are entirely comfortable will be implemented. We make sure your finances are in order and set up any new investments or other financial products we have agreed are suitable.
Review
Review
It is important for us both that the plans we put in place continue to be suitable for you and your life goals and ensure your money is working optimally for you to continue to enjoy the fulfillment of your objectives. We shall review your plans regularly with you and make changes if and when they are required. Of course, in the meantime, we are always happy for you to contact us.
Our six step process
Through our six-stage process, we provide you with the necessary tools and guidance to navigate the complexities of financial planning, investment, retirement and divorce. Here's a closer look:
First Contact
We’ll speak with you to establish your circumstances, your priorities and your financial goals. At the same time, this initial conversation gives you a chance to find out how we work, so you can trust and feel confident in us and the service we provide.
Discovery
We’re happy to meet with you without any commitment from you to move forwards. We’ll use that meeting to listen to you, find out more about your current situation and discover what outcomes you want to achieve. You can also ask any questions you may have about our service, how we work and what you can expect if you decide to work with us.
Research and planning
Once we’ve established your goals and expectations, our team will explore the best options for you and put together a plan based around what you want to achieve. We’ll present a plan to you, or potentially several different options, which we’ll talk through with you in detail. Just let us do all the hard work, so you can be sure that your money is working hard for you.
Recommendations
We’ll give information on your current financial status and any financial products you may have, such as investment bonds, ISAs, collectives and life assurance. We’ll advise on what you can do to improve your financial situation, both when it comes to making the most of your existing financial products and on wider issues such as your retirement options.
Implementation
This is the point where we make sure you’re entirely comfortable with the financial plan that has been drawn up and we put our recommendations in place. We set up new investments and financial products that we have agreed are right for you and keep a firm eye on your finances to make sure they are in order.
Review
As time passes, your needs, circumstances and goals may evolve, so we’ll regularly review your plan with you, so we can make changes when and where necessary. That means we can make sure your money is continuing to work as hard as possible for you, putting you in the best position to achieve your objectives. At the same time, you can get in touch with us whenever you like, if you believe any changes need to be made.
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About us
We are a team of experienced and highly qualified professionals who want to help you get the most from your money so that you can achieve your life goals.
About us
We are a team of experienced and highly qualified professionals who want to help you get the most from your money so that you can achieve your life goals.
About us
We are a team of experienced and highly qualified professionals who want to help you get the most from your money so that you can achieve your life goals.
About us
We are a team of experienced and highly qualified professionals who want to help you get the most from your money so that you can achieve your life goals.
Large Heading Aligned Left
We are a team of experienced and highly qualified professionals who want to help you get the most from your money so that you can achieve your life goals.
We are delighted that most of our clients come to us because we have been recommended by a friend, family member or colleague. Do take the opportunity to quiz us, check us out, ask anything you want. This is all part of the process that we embrace about making sure we are right for you.
We always work in partnership with our clients so that the recommendations we put forward are carefully tailored to their particular circumstances.
We are a team of experienced and highly qualified professionals who want to help you get the most from your money so that you can achieve your life goals.
We are delighted that most of our clients come to us because we have been recommended by a friend, family member or colleague. Do take the opportunity to quiz us, check us out, ask anything you want. This is all part of the process that we embrace about making sure we are right for you.
We always work in partnership with our clients so that the recommendations we put forward are carefully tailored to their particular circumstances.
We are a team of experienced and highly qualified professionals who want to help you get the most from your money so that you can achieve your life goals.
We are delighted that most of our clients come to us because we have been recommended by a friend, family member or colleague. Do take the opportunity to quiz us, check us out, ask anything you want. This is all part of the process that we embrace about making sure we are right for you.
We always work in partnership with our clients so that the recommendations we put forward are carefully tailored to their particular circumstances.
Large Heading Aligned Left
We are a team of experienced and highly qualified professionals who want to help you get the most from your money so that you can achieve your life goals.
We are a team of experienced and highly qualified professionals who want to help you get the most from your money so that you can achieve your life goals.
We are delighted that most of our clients come to us because we have been recommended by a friend, family member or colleague. Do take the opportunity to quiz us, check us out, ask anything you want. This is all part of the process that we embrace about making sure we are right for you.
We always work in partnership with our clients so that the recommendations we put forward are carefully tailored to their particular circumstances.We are a team of experienced and highly qualified professionals who want to help you get the most from your money so that you can achieve your life goals.
We are delighted that most of our clients come to us because we have been recommended by a friend, family member or colleague. Do take the opportunity to quiz us, check us out, ask anything you want. This is all part of the process that we embrace about making sure we are right for you.
We always work in partnership with our clients so that the recommendations we put forward are carefully tailored to their particular circumstances.