Elliott Causton
Senior Partner DipPFS
I joined our family Practice in 2011 and spent my first year within my financial services career in the St. James's Place head office, where I gained valuable experience whilst focusing on marketing, pension legislation and investment management. Shortly after, I joined the St. James's Place Next Generation Academy where I spent a year training and studying to obtain my Diploma qualification through the Chartered Insurance Institute, and like Ian Gill I am continuing my studies to achieve the Chartered Financial Planning Status to carry on my commitment to both our clients and our family’s business.
Specialisms:
About
I work very closely alongside David and Ian to continue the provision of personal, face to face advice, designed to put our clients firmly at the centre of everything we do.
Since joining I have gained considerable experience and I am now our companies dedicated mortgage and protection adviser, I also specialise in providing advice within investment, and retirement planning. We aim to create open and honest long-term relationships with all of our clients, understanding their short, medium and long-term goals and reviewing these regularly.
Coe Capital Wealth Management Ltd is built with intergenerational planning at the heart of everything we do, both for our Practice and our clients' families.
The home on which the mortgage is secured may be repossessed if repayments are not maintained.
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
