Elliptical Wealth Management

After spending 14 years in education, as a teacher and senior leader, I know that my passion lies in helping others. I have always wanted to start a new venture, centred around seeing others thrive and in some way linked to my time in education.

I have started Elliptical Wealth Management to provide financial planning that is open, straightforward and centred around you.

I have a holistic approach with clients, building a trusted relationship with the aim to fully understand you and your financial goals before providing tailored advice on:

Retirement Planning
Savings and Investment Planning
Protection for You and Your Family
Tax Planning
Financial Education
My purpose is to give you the tools and strategies to ensure your financial freedom, goals or dreams can be realised, none of which will become reality without a considered plan

SJP Approved 28/04/2025

The Partner Practice is an Appointed Representative of and represents only St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James’s Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives.