Elliot Simberg

Independent Financial Adviser


With more than 20 years’ experience in the Financial Services industry, Elliot provides advice on investments, pensions and many other key areas, to clients who include high-net-worth individuals on both personal and corporate levels. He also advises on tier 1 investment clients from the Far East.

Elliot is a senior adviser within the equity release sector, a member of the Equity Release Council and an associate member of the Society of Later Life Adviser. He holds the full CeMAP qualification and takes an active role in the mortgage department. In addition to being one of our senior advisers, he often acts as a mentor to trainee advisers.

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