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James Elliott
Partner (Chartered APFS)

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My profile

“Every client is unique, which is why a tailored approach, shaped by their specific needs and the services they require, is fundamental to building a successful, long‑term working relationship.”

For me, financial planning is about more than numbers. It is about understanding what truly matters to my clients, what they want their future to look like, and building a strategy that supports their life both now and in the years ahead. As a Financial Adviser, I put clients at the centre of everything I do, delivering tailored advice built around their goals, priorities and personal circumstances.

I provide comprehensive financial planning advice, including:

How I work

Life gets in the way. Time is a precious commodity, and constant changes in rules and regulation can feel overwhelming.

My role is to bring clarity and structure to my clients finances. I communicate in straightforward, jargon-free language so they can understand what’s happening and why.

How I help my clients

Every client relationship begins with listening. No two clients are the same, so my advice is never off the shelf. I create a tailored plan based on the level of service my clients require and the outcomes they want to achieve, building long-term relationships founded on trust and transparency.

My team

I’m supported by a dedicated team of seven professionals, including specialists in Client Experience, Practice Management, Administration and Paraplanning. This helps to make sure you receive a seamless, responsive and high-quality service at every stage of your journey.

Qualifications

I hold the Advanced Diploma in Financial Planning (CII) and have achieved Chartered Financial Planner status, reflecting the highest professional standards within the industry.

About me

My passion is helping people. Seeing my clients achieve their goals and aspirations is what motivates me every day.

Before joining financial services, I was a competitive tennis player, so outside of work, you’ll usually find me enjoying racket sports.

A pension is a long-term investment. The fund value may fluctuate and can go down, which would have an impact on the level of pension benefits available. Pension income could also be affected by interest rates at the time benefits are taken.

The tax treatment of pensions in general and tax implications of pension withdrawals will be based on individual circumstances, tax legislation and regulation, which are subject to change in the future.

When investing your capital is at risk. The value of your investment can go down as well as up and you may not get back the full amount invested.

The Financial Conduct Authority does not regulate taxation and trust advice.

Foster Denovo Limited is authorised and regulated by the Financial Conduct Authority. FCA Reg No. 462728. You can check this by visiting the Financial Services Register on the Financial Conduct Authority’s website: http://www.fca.org.uk/.