Elliot Cloy
Senior Chartered Financial Planner
At work
With more than a decade of experience advising private clients, business owners, and families, Elliot has helped people at all stages of life make sense of their finances and build lasting confidence in their decisions.
His work covers the full spectrum of financial planning, from investment management and retirement strategy to tax-efficient structuring and succession planning. He takes a disciplined, evidence-based approach while always keeping the focus on what really matters to each client.
Elliot works closely with successful professionals, entrepreneurs, and those approaching or enjoying retirement who value straightforward advice and a long-term partnership. Many of his clients have complex financial arrangements or are navigating major life changes, and he enjoys helping them plan with purpose and providing peace of mind.
In Elliot's spare time
Outside of work, Elliot is passionate about sport and spends much of his spare time on the golf course or cricket pitch.
He enjoys both the competitive and social aspects, which allow him to build friendships, challenge himself, and enjoy time outdoors.
Elliot is also a keen reader, particularly of biographies, and has a wide-ranging interest in music, from electro house to acoustic and rock.
Meet the rest of your team
Chartered Associate
Qualifications