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Author

Eliot Jones

DipPFA, CCIBS

Co-Chief Commercial Officer & Wealth Manager

Award-winning entrepreneur leveraging deep IFA expertise to drive commercial success. Track record of successful business exits and strategic financial planning for high-net-worth clients.

Areas of expertise

  • ✓ Consumer Duty implementation
  • ✓ Centralised Investment Proposition (CIP) and CRP design
  • ✓ Suitability reports and ongoing service reviews
  • ✓ Wealth management for high-net-worth clients
  • ✓ FCA conduct of business rules

About our editorial standards

Every article on Wealth Analytica is fact-checked against primary sources from the FCA, ONS and HMRC where applicable, and reviewed by a second named author for YMYL topics. Read our full editorial policy.