Elliot Newton

Chartered Financial Planner

0121 313 1370 elliot.newton@henwoodcourt.co.uk

Professionally

Elliot primarily work with new clients during Henwood Court’s Discovery Programme, helping to ensure they experience a smooth and positive introduction to the firm. As part of this process, he takes the time to understand each client’s circumstances, aspirations, and long-term objectives. Using this insight, he develops a comprehensive initial financial plan and designs tailored strategies to help them achieve their goals.

Personally

Elliot lives in Sutton Coldfield with his wife. In his spare time, he enjoys watching football and has followed Aston Villa as a season ticket holder for many years. He also enjoys skiing in the Alps with friends and family, and likes to keep active through running and playing padel.

Spotlight questions

What do you enjoy most about your job?

Elliot enjoys building strong relationships with Henwood Court’s clients and learning about their careers, personal interests, and family lives. He finds the most rewarding aspects of his role seeing clients grow in confidence throughout the Discovery Programme as they gain clarity about their financial future and recognise the opportunities available to them for a secure and fulfilling retirement.

What motivates you at work?

He enjoys getting to know Henwood Court’s clients and learning about their different backgrounds and experiences. He also like the fact that every client is different, which means no two meetings are ever the same.

What's at the top of your bucket list?

I would love to visit New Zealand in the not-too-distant future. Australia is a bit too sunny for me!

Elliot’s Qualifications

  • R01 – Financial Services, Regulations and Ethics: This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.
  • R02 – Investments Principles and Risk: This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.
  • R03 – Personal Taxation: This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.
  • R04 – Pensions and Retirement Planning: This qualification assesses a knowledge and understanding of and ability to analyse pension and retirement planning issues.
  • R05 – Financial Protection: This qualification assesses a knowledge and understanding of and ability to analyse financial protection planning issues.
  • R06 – Financial Planning Practice: This qualification assesses the practical application of technical knowledge and planning skills already gained, typically through previous study, thereby supporting the provision of competent and appropriate advice.
  • CF6 – Mortgage Advice: This qualification assesses the understanding of the various types of mortgage product and repayment options and the giving of mortgage advice.
  • AF1 – Personal Tax and Trust Planning: This qualification develops in depth financial planning skills related to personal tax and trusts.

Take the first step to the life you dream of

Book a discovery call