- Care fees planning
- Corporate financial planning
- Funding your retirement
- Inheritance tax mitigation
- Investment management
- Support for accountants
- Support for legal professionals
Wherever you're
sitting, make sure
it’s comfortably.
Contact us now.
Natalie Elliot.
Natalie is the firm's Compliance Manager and also works as a Senior Research Analyst. In 1997 she completed the Charter Insurance Institute’s (CII) Financial Planning Certificate. Natalie has worked in the Financial Services industry since 1987 and during her time at Haines Watts Financial Services was promoted to Southern Regional Administration Manager, running a team of Paraplanners and backup personnel. She joined The Legal Brokerage to specialise in investment and portfolio management.
In 2010 Natalie set up a new Compliance Department, with Clifford Gribble, which monitors all the advice provided by the Legal Brokerage.
In her spare time, Natalie enjoys a number of sports including skiing and horse riding. Travelling remains her other passion.
Clifford Gribble Director
Colin Bull Director
Craig Stokes Senior Research Analyst
David Wheildon Director
Graham Spinks Chartered Financial Planner
Jessica Smith-Burrows Senior Research Analyst
Kevin Herron Financial Planner
Natalie Elliot Compliance Manager
Patrick O'Neill Senior Research Analyst
Richard Thorpe Director
Stephen Dockree Financial Planner
Sue Tucker Head of Research
Tracy Davies Financial Planner
Wendy Parker Senior Research Analyst