James Elliott — Financial Advisor in London
About James Elliott
James Elliott is a Chartered Financial Planner with over 10 years of experience within the industry. James is also a Partner at Foster Denovo, where he provides tailored financial planning for individuals, families and business owners. He specialises in helping clients navigate life's key financial decisions, from building and preserving wealth to retirement, estate planning and protecting future generations. James believes that great financial advice begins with understanding the person behind the finances. By taking the time to understand each client's ambitions, values and circumstances, he develops clear, practical strategies designed to evolve as life changes. His approach combines technical expertise with straightforward advice, giving clients confidence that their financial plans remain aligned with their long-term goals. For him, financial planning is about more than numbers - it's about creating peace of mind and helping clients make informed decisions with confidence, whatever stage of life they are at. As a Chartered Financial Planner and member of the Personal Finance Society, James is committed to maintaining the highest professional standards while making complex financial matters easy to understand. Before joining financial services, James was a competitive tennis player, so outside of work, you’ll usually find him enjoying racket sports.
Services
- Retirement planning
- IHT planning
- Insurance
Specialisations
- Trust and Estate Planning
- Inheritance Planning
- Retirement Planning
Qualifications
Advanced Diploma in Financial Planning (CII) Chartered Financial Planner status
Regulation
James Elliott is FCA-verified (firm: Foster Denovo).
Frequently Asked Questions
Is James Elliott a regulated financial advisor?
Yes. James Elliott is FCA-verified and authorised under Foster Denovo, meaning they are authorised and regulated by the Financial Conduct Authority to provide financial advice in the UK.
What financial services does James Elliott offer?
James Elliott offers Retirement planning, IHT planning, Insurance.
Where is James Elliott based?
James Elliott is a financial advisor based in London, serving the BA, BH, BS, DT, EX, GL, PL, SN postal areas.
Does James Elliott offer a free initial consultation?
Yes. You can book a free, no-obligation initial consultation with James Elliott directly through their Trusted Advisor profile.
What qualifications does James Elliott hold?
Advanced Diploma in Financial Planning (CII) Chartered Financial Planner status
How do I book a meeting with James Elliott?
You can book a free initial consultation with James Elliott directly from their Trusted Advisor profile by selecting a time that suits you. There is no charge for the initial call.