MEET THE TEAM

Integrated and Specialist Advice for
Business & Private Individuals

Tony Smith

Group Managing Director

Adam Rogers

Compliance & Technical Manager and IFA

Tony Jacques

Senior Independent Financial Adviser

Kyle Bishop

Independent Financial Adviser

Declan Healy

Paraplanner

Kieran Reid

Junior Client Servicing Executive

Adam Cuthbert

Director, Independent Financial Adviser

Liam Bray

Independent Financial Adviser

Matt McVerry

Client Servicing

Matt Black

Independent Financial Adviser

Rikesh Chauhan

Account Executive – London

Fiona Myatt

Senior Client Services Executive (London)

Andy Wheeler

Associate Director

Stuart Emerson

Specialist Later Life Associate IFA

Debbie Hannigan

Senior Client Servicing

Debbie Hannigan

Senior Client Servicing

Fiona Myatt

Senior Client Services Executive (London)

Matt McVerry

Client Servicing

Victoria Schaxmann

Client Review Administrator

Ariana Rodriques

Apprentice Administrator

Kieran Reid

Junior Client Servicing Executive

John Lewin

Management Accountant

Emily Murdock

Finance Administrator

Elevation Investment Management Ltd. Registered in England & Wales No. 04794182. Registered Address: Unit 1, Marlin Office Village, 1250 Chester Road, Birmingham, B35 7AZ. Authorised and regulated by the Financial Conduct Authority. We are entered on the Financial Services Register No. 456358 at www.register.fca.org.uk. The information contained within the website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK.

Should you have cause to complain, and you are not satisfied with our response to your complaint you may be able to refer it to the Financial Ombudsman Service, which can be contacted as follows: The Financial Ombudsman Service Exchange Tower, London, E14 9SR. Tel: 0800 023 4567 or 0300 123 9 123 or www.financial-ombudsman.org.uk.

All calls to and from our landlines are recorded to meet regulatory requirements.