Adam Elliott BSc(hons), DipPFS

Adam started working in financial services after graduating from Sheffield in 1994. His career has progressed through various management and advisory roles both on and off shore, before settling back in his home town of Appleby 5 years ago working as an independent financial advisor. He advises on all aspects of financial planning for businesses and individuals, including specialisms in wealth management for high net worth individuals, medical professionals and inheritance tax planning solutions. He cares deeply about the needs of his clients who he treats as his friends and tailors his advice specifically for them. Outside of work Adam is a keen and proficient golfer, who enjoys coaching juniors and beginners at Appleby Golf Club, where he also serves on the committee.

"I take time to find out about my clients dreams and aspirations, and help guide them through the financial maze. Ensuring they are prepared for whatever life brings, so they can look forward to a bright and secure future."
Adam Elliott
Associate Partner