Benchmark Financial Planning
Elliot Cloy is a Chartered Financial Adviser at Benchmark Financial Planning since April 2020, specializing in holistic estate, business, and retirement planning for high net worth private clients, with a strong focus on local business owners and executives. Prior experience includes roles as a Financial Planning Consultant at Brooks Macdonald, where Elliot notably acquired several new clients, and as a Financial Planner at Smith & Williamson, supporting high net worth clients with independent financial planning advice. Early career experiences include positions as a Paraplanner at Argentis Financial Management Limited and Pendulum Financial Management, along with internships at prominent firms such as Credit Suisse and Savills Private Finance. Elliot holds a Level 6 Diploma for Financial Advice and a BSc (Hons) in Business Management from Loughborough University.
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Benchmark Financial Planning
You work hard for your money - and it should work hard for you. That's where we come in. We are a Chartered financial planning firm with 30 years' experience helping families and small business owners achieve more than they ever thought possible.