Mateusz Test
Financial Planner
Financial planning
Works nationally with clients across the UK
Areas of expertise
- Investment Planning
- Retirement Planning
- Reviewing Investments
- Cashflow Modelling
Experience
Elliott is a dedicated financial planner focused on building lasting relationships with clients to help them navigate pivotal life events with tailored financial strategies. This typically includes supporting individuals approaching retirement, receiving inheritance and reviewing existing investments.
Notable client work and achievements
- Undertaking cashflow modelling to support client approaching retirement
- Helping vulnerable and elderly clients with the ongoing management of their financial assets
- Featured in the national press
Professional qualifications and memberships
- Diploma in Regulated Financial Planning
- Certificate in Securities Advice and Dealing
- Certificate in Mortgage Advice
- Certificate in Financial Services
- Business Economics BA (Hons)