ABOUT

ELEVATION is based on delivering high quality solutions cemented by knowledge, years of experience, packaged and delivered in a simple way that clients relate to. The roots of Elevation Investment Management go back a number of years, with over 150 years experience amongst its senior members of staff.

Elevation has acquired a number of smaller practices in recent years, which has significantly increased the funds under management, and number of clients. It is Elevation’s intention to continue with this strategy and emerge as one of the leading names in the IFA industry.

Elevation Investment Management Ltd’s Head Office is based in Birmingham. For more information please see the contact page. Our East Midlands operation is Elevation Investment Management (East Midlands) Ltd which is an Appointed Representative of Elevation Investment Management Ltd.

Senior Management Team

Tony Smith – Group Managing Director

Tony is Group Managing Director, with over 28 years experience as a qualified Financial Adviser. He is the main shareholder in the privately owned Elevation Group, which has trebled in size since 2011.

The strategy, growth and delivery of both private and corporate client propositions also falls within Tony’s responsibilities.

Tony has extensive professional knowledge in the SME market and also uniquely personal as well as professional Mergers & Acquisitions experience.

The blend of professional knowledge and corporate experience demonstrated, offers clients of Elevation access to an extensive base of professional financial advice for both corporate and private client financial planning.

Andrew Jones FPFS Chartered Financial Planner – Practice and Compliance Director
Andrew joined Elevation in January 2013 as our Practice & Compliance Manager. He has over 25 years experience of financial services and holds the Chartered Financial Planner qualification. Andrew worked in the life company sector in a variety of roles and locations before moving to the IFA sector in 2010. Andrew has overall responsibility for compliance and administration at Elevation and is a Pension Transfer specialist. Andrew was appointed as a Director in 2015.

Advisers

Andy Wheeler BA (Hons), MA, APFS Chartered Financial Planner – Senior Independent Financial Adviser – Birmingham
Andy is a Chartered Financial Planner and has been providing independent financial advice to clients since 1996. Andy joined the company in December 2012 and has a wealth of knowledge to assist his clients with their financial needs and goals. Outside of work, Andy enjoys keeping fit and is an avid sports fan.

Tony Jacques DipPFS – Senior Independent Financial Adviser – Birmingham

Tony is a Diploma qualified Financial Planner and joined Elevation in November 2017. Having worked in Financial Services for over 20 years, he has been advising clients face to face for 15 years with HSBC. Tony builds trusted relationships whilst helping clients’ and their families achieve financial goals.

He believes in giving holistic advice in all areas of planning. Tony prides himself on providing a high quality personal service, putting his clients at the heart of everything he does and simplifying what can be a very complex area.

As well as expansive wealth management capabilities Tony can arrange Wills, bloodline family planning Trusts and Powers of Attorney. This is via our own in house estate planning business.  Having this capability ensures a seamless financial plan for clients’ and future generations.

Outside of work, Tony is married to Lorraine and they have two young children. When not spending time with his family he enjoys watching most sports and is a keen golfer.

Tony can be contacted on 07557 331 465 or at tony.jacques@elevation-group.co.uk 

Matt Black BA (Hons) – Independent Financial Adviser – London
Matt is an Accounting & Finance graduate from Durham University who worked in London for a year as a trader prior to starting with Elevation in August 2012.

Matt came on board as a Paraplanner/Trainee IFA, and is now an Independent Financial Adviser and a prime example of Elevation’s commitment to the future of the industry.

Matt now heads up our London operation.

Rob Venvil BA (Hons) DipPFS – Senior Independent Financial Adviser – Birmingham

Rob joined Elevation in Feb 2018 and has been a financial adviser for over 16 years. He has spent the last 5 years advising private and corporate clients working for European Financial Planning looking after clients in and around the London area.

Rob helps his clients deal with all areas of financial planning including pre and post retirement, estate and investment planning along with financial provision for family and wealth preservation.

Rob has also spent a lot of time working with firms around pension planning and provision of their employee benefit requirements.

Outside of work Rob is married and his 2 children take up much of his time however he is a keen football and sports fan.

Stuart Emerson DipPFS – Accredited Later Life Adviser with Society of Later Life Advisers (SOLLA) – Midlands
Stuart specialises in the financial needs of older people and received SOLLA accreditation in 2010 to demonstrate that though professional qualifications are important they were unlikely to give the full picture of an adviser’s expertise. This means that by being independently accredited he can give the added reassurance of being able to offer the practical help and guidance that is needed to make the right decisions at the right time

Adam Cuthbert DipPFS – Director – Independent Financial Adviser – East Midlands

Adam joined Elevation in April 2015 as an IFA. Adam is based in Mansfield and covers our clients in the East Midlands. Adam is a Director of Elevation Investment Management (East Midlands) Ltd.

Brian Murray CertPFS – Mortgage & Protection Adviser – North London
Brian has been a financial services professional for over 43 years starting in the City of London in 1969 and is now based in our Stanmore (Middlesex) office which he established in 2003 having moved from North West London. Since 1990 he has run his own business offering the same services to his many clients some of whom have been associated with him for over 30 years. Since December 2012, Brian has acted in a client liaison role and provides advice in mortgages, protection and equity release.

Business Development

Michael Heath – Director of Business Development
Michael joined us in the third quarter of 2018 to promote and develop Elevation’s Accountancy relationships as well as other professional connections.

Administration Team

Debbie Hannigan – Client Servicing Manager – Birmingham
Debbie joined the Elevation team in December 2012 and is based in the Birmingham Office.

This followed the acquisition of Ellerton Knight’s financial services division, where Debbie had worked for the past 23 years as a Senior Administrator. We are pleased that her administrative support to these clients now continues with Elevation.

As such she has a wealth of experience and knowledge within the financial services industry and is therefore confident in handling, dealing and liaising with clients on all aspect of their financial planning needs.

Diane Webb – Senior Client Services Executive – Birmingham

Diane joined the Elevation administration team in August 2015, and is based in the Birmingham Office.

Diane holds the full Financial Planning Certificate and has 17 years’ experience within the Financial Services Industry. Having worked both as an Adviser and Senior Administrator, Diane is well placed to support Debbie and her team in all client matters.

Fiona Myatt – Senior Client Services Executive – Birmingham

Fiona joined the Elevation administration team in June 2018, and is based in the Birmingham Office.

Fiona holds the full Financial Planning Certificate and has 20+ years’ experience within the Financial Services Industry working for Lloyds Bank and Mercer. Having worked both as an Adviser and Senior Administrator, Fiona is well placed to support Debbie and Diane, and her team in all client matters.

Adam Rogers BA (Hons) DipPFS – Paraplanner – Birmingham

Adam joined Elevation in May 2015 as a Paraplanner. His role is in assisting advisers and the Managing Director with the technical aspects of their client financial planning. Adam completed his Level 4 Diploma in December 2018.

Kyle Bishop DipPFS – Account Executive – Birmingham/Nottingham
Kyle joined us in March 2014 as our first apprentice. Having successfully completing his apprenticeship, Kyle is now an integral and important member of our client servicing team. Kyle completed his Level 4 Diploma in Financial Planning in August 2018.

Declan Healy BA (Hons) DipPFS -Trainee Adviser – Birmingham

Declan joined Elevation as an Intern in June 2015, before joining the team permanently in September 2015 whilst finishing his degree at Birmingham City University. Having attained a 2:1 in Accounting & Finance he has now taken on a full time position as a Trainee Adviser in the Birmingham team working alongside Rob. Declan completed his Level 4 Diploma in Financial Planning in August 2018.

Rikesh Chauhan BSc (Hons) – Account Executive – London

Rikesh joined Elevation as an Account Executive in August 2018, to assist Matt in the development of our London operation. Rikesh attended City University attaining a degree in Mathematics and Finance. Rikesh is currently completing his Level 4 Diploma in Financial Planning.

Victoria Schaxmann – Client Review Administrator – Birmingham
Victoria joined Elevation as an apprentice in September 2017, having successfully completed her apprenticeship she has now became a valued member of the Annual Review Team working alongside Bindu.


Bindu Ratti – Client Review Administrator – Birmingham
Bindu joined Elevation in April 2018 as a Client Review Administrator supporting the Client Servicing Team. Bindu has over 12 years’ experience within the Financial Services Industry. Having spent time working for investment banks, including Deutsche Bank, Bank of New York Mellon and Barclays Wealth & Investment Management, this experience has given Bindu an array of skills making her an asset to the team and future of Elevation.

Kieran Reid – Apprentice Administrator – Birmingham
Kieran joined Elevation as an apprentice in October 2018, he is looking to follow in the footsteps of previous apprentices Kyle, Ricki and Victoria who have remained with Elevation becoming valued members of the client servicing team.

Finance

Emma Smith – Finance Manager
Emma was co founder of Perspective Financial Management in 1995, and was a Director of the company until its sale in 2008. Now back in harness with Elevation – Emma brings a level of expertise and know how to ensure that Elevation runs smoothly.

John Lewin FCCA – Management Accountant – Birmingham

John came on board at Elevation in August 2018 and works alongside our external accountants and bookkeeper.

Ricki Murdock – Finance Administrator – Birmingham

Ricki started with Elevation in June 2015 as an apprentice. Having successfully completed her apprenticeship, she become an important member of the admin team, and then progressed to work alongside Emma and John in the commission and fees department.