Elliott Owens

Elliott Owens

Financial Planning Associate


Elliott graduated from the University of Leeds with a First Class Honours in Economics and Finance and after completing a CISI Diploma and interning at an investment management company in Liverpool, he decided to pursue a career in financial planning. Elliott joined us in July 2021 and supports all aspects of our client service. Elliott is working his way through our graduate training program, including all the technical exams required to qualify as a Chartered Financial Planner, with the goal of gaining sufficient technical knowledge and client-facing experience to eventually start giving our clients advice.