James Elliot

I have been in financial services since 2016, having worked in Corporate Investment Banking at RBS. I transitioned into the financial planning sector in 2017, gaining experience at various practices across the Northwest. Prior to this, I studied Business Management at Newcastle University before completing a law conversion course. At the beginning of my career, I initially pursued the solicitor route by taking the Legal Practice Course before deciding to build a career in finance. I am a Chartered Financial Planner with Cullen Wealth and have been with the firm for just over three years. I also hold advanced qualifications in Investment Management, Pension Transfers, Later Life Planning, and Holistic Planning, including Inheritance Tax and Trusts. My particular areas of interest are investments, pensions, and inheritance tax planning. My client base is diverse, ranging from young professionals at the start of their financial planning journey to older clients who are already in retirement and looking to leave a legacy for their families. I am passionate about helping my clients work towards their short- and long-term financial goals while collaborating closely with them to build a robust financial plan. I enjoy getting to know my clients personally, understanding what drives them, and addressing their concerns. In my spare time, I enjoy spending time with my young family, playing golf, and trying my hand at various other sports, such as padel tennis.