Pick a time that works for you.

30 minutes, by video. We listen, you ask. No pitch, no product talk. We are assessing whether we can add genuine value to your situation. You are assessing whether Elliott is the right firm for you. You will leave with a clear sense of whether to take it further.

If there is a fit on both sides, we ask you to share a snapshot of your financial position before the next conversation. Pensions, investments, income, protection. Enough for us to understand the full picture.

We present how we would approach your specific situation. Our planning principles, our investment philosophy, and what working together would look like in practice. This is where you decide if Elliott is right for you.

Once you decide to proceed, we take care of the paperwork. Engagement letter, full fact find, and everything needed to get the relationship properly established. From here, the planning work begins.