Managing Partner & Head of Adviser DevelopmentJoined KWM
Elliott has worked in Financial Services since 2008, after gaining his 1st class degree in Commercial Management from the University of Manchester. After 5 years of working in Capital Markets and Asset Management he joined John as only the second member of KWM in 2013 and has been integral in KWM’s growth over the last decade. Today Elliott sits on KWM’s Management Team and is responsible for the development of our new Advisers.
Elliott has an ability to turn the most complex of financial planning strategies into simple, relatable concepts. He characterises himself as a ‘visual person’ and excels at presenting complex information to clients in easily visualised, easily understood ways. This principle is guided his natural curiosity to learn more about his clients’ lives and circumstances to better provide tailored and valuable advice that benefits them.
Whether his client is a business owner, City professional or musician, his advice will allow them to plan and protect their financial future by organising themselves efficiently today.
Outside of the office, Elliott is devoted to his wife, children, and their family dog. When he isn’t spending time with them, he enjoys watching Arsenal where he is a season ticket holder. Elliott’s guilty pleasure is 90’s boybands, and his favourite question to ask all new starters at KWM is who their favourite boyband is!
If you are looking for help to guide you through the complex world of pensions and financial planning then I cannot recommended Elilott Winner highly enough. He has great knowledge, expertise and always offers sound, sensible advice.
He listens to your individual circumstances in great detail in order to figure out the best outcome for you. Most importantly of all he is one of the nicest and most genuine individuals I have ever come across in my 40 years of working in the financial markets.
Ex-MD, HSBC (now retired)
Elliott has always been attentive, proactive and thoughtful in the advice he has given me and the solutions he has come up with. I feel he has my best interests at heart and is one step ahead of me in terms of anticipating my needs. It's great to think of him as a thought partner and good counsel in planning my finances and I have enjoyed working with him for several years.
I have been covered by Elliott for almost 10 years and I am extremely happy with the great service, his wide knowledge about different products and areas and the performance overall.
MD, Goldman Sachs
Elliot has been our financial planner for the past 6.5 on years. He is genuinely interested and took the time to get to know us, our preferences, lifestyle and circumstances. We find Elliot to be a humble, kind and considerate person, who is knowledgeable and ethical. His confident & professional manner, put us at ease. He is respectful of our wishes and always appear to have our best interests at heart. Elliot’s attention to detail and thorough explanations during our discussions gives us confidence that our financial future is secure. We would like to express our sincere thanks for the work you have done and the guidance you have given us.
Ex-ED, Morgan Stanley
Elliott Winner comes highly recommended for anyone looking for assistance and advice with their personal or business financial planning. He has a great sense of the needs and challenges of those working within in the Entertainment Industry as well be it on management or talent side.
Director, Mata Agency
I have been a professional actor for nearly 30 years and have worked extensively across all mediums within the industry, including voiceover’s, film, television and theatre. It is vitally important therefore to have a financial advisor that understands all aspects of my income and expenditure. Elliot Winner was recommended to me by my accountant, by whom he is highly regarded, since then, his impeccable recommendations have been invaluable to me. I have found Elliot to be diligent, professional and extremely affable and I couldn’t recommend him highly enough.
I want to thank Elliot for all the hard work he’s put into my financial future. Through some difficult moments over the years I needed a structure and plan to get me back on track and with Elliot’s help I’ve been able to feel a lot more comfortable and in control of my future, and since working together, things have gone from strength to strength.
Working with KWM Wealth has been an absolute dream and made life so much more easier. Having Elliot as my wealth manager has allowed me to look for the very best options whether it comes to planning, insurances or mortgage plans. I look forward to what we keep on building.