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WHO WE HELP
Three situations we go deep on.
Different decisions. Different stakes. Same independent, impartial approach.
Pick the situation closest to yours.
Business Owners
Most of your wealth is locked in the business. The structure you build now (sale, succession, or hold) decides how much you actually keep.
01
Tech Employees
You've been paid mostly in company stock. On paper you're wealthy. In practice, you're one bad quarter from finding out what your pay really was.
02
Why we built Elliott.
How we work.
What we deliver.
FROM OUR FOUNDER
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Why
Most financial advice is transactional. Ours is strategic, built for the long term.
Independent by design. A genuine partner for every financial decision your family faces.
How
We plan first, think ahead, and engineer outcomes before problems become expensive.
A risk management mindset applied to your family's complete financial picture.
What
A bespoke financial strategy, built around your family and managed for life.
Strategic planning and ongoing management of every dimension of your family's financial life — investment, retirement, estate and beyond.
WHAT CLIENTS SAY
In their own words.
The people we work with, on what changed for them.
Clear direction
"My compensation is mostly equity, and I'd been putting off dealing with it for years. Elliott brought structure to the vesting schedule, the concentration risk and the pension side, and set out a clear order of priorities. It's the first time I've felt genuinely on top of it."
SN, Senior Engineering Manager, Dublin - Tech employee
WHAT CLIENTS SAY
In their own words.
The people we work with, on what changed for them.
Coherent plan
"Moving back to Ireland left me with accounts and holdings on both sides of the Atlantic and no clear picture of any of it. Elliott worked through the cross-border detail methodically and gave me one coherent plan instead of several loose ends."
TB, Product Lead, Dublin - Tech employee
WHAT CLIENTS SAY
In their own words.
The people we work with, on what changed for them.
Connected approach
"We'd spent fifteen years building the company but had never stepped back to ask what it was actually for. Elliott mapped the business and the personal side together - extraction, pension funding, and what an eventual exit could look like. For the first time we can see how it all connects."
MK, Managing Director, Galway - Business owner
WHAT CLIENTS SAY
In their own words.
The people we work with, on what changed for them.
Straightforward
"Our accountant handled the tax return, but nobody was looking at the bigger picture. Elliott joined the dots between the company balance sheet and our own long-term goals, and explained the reasoning behind every recommendation. The process was thorough and refreshingly straightforward."
DR, Company Owner, Letterkenny - Business owner
WHAT CLIENTS SAY
In their own words.
The people we work with, on what changed for them.
Clear plan
"We knew roughly what we had, but not whether it was enough. Elliott showed us the numbers year by year and asked the questions we'd been avoiding. We're now approaching retirement with a plan rather than a hope."
J & AC, Dublin - Pre retirees
WHAT CLIENTS SAY
In their own words.
The people we work with, on what changed for them.
Clarity and expertise
"After thirty years in the same profession, the decisions around pensions and drawdown felt overwhelming. Elliott explained the options in plain language and built everything around what we actually wanted our retirement to look like. The clarity was worth it on its own."
PH, Approaching Retirement, Cork - Pre retirees
WHY FAMILIES WORK WITH ELLIOTT
Four reasons families work with us.
Better decisions across every dimension of family wealth.
01
Expertise
The depth of a financial director. Applied to your household.
Holistic financial planning, rigorous cashflow modelling, and an investment philosophy that is evidence-led and back-tested. We don't chase trends. Every plan is built with institutional-grade depth, applied to one family at a time.
02
Approach
We plan first. We only work with clients for the long term.
Every recommendation starts with a plan, not a product. We work with a finite number of clients and get to know them properly, coordinated with your accountant, solicitor, and tax specialist so nothing sits in a silo. The advice gets better the longer the relationship runs.
03
Risk Management
We find the expensive problems before they find you.
Most financial risks build slowly and quietly. We model your future, stress-test it, and solve problems while they're still cheap to fix. Cross-border tax, concentrated equity, business extraction, Standard Fund Threshold complexity. We go deeper than the industry standard.
04
Independence
Independent by choice. On your side by design.
We serve a deliberately small number of clients, very well. No product targets. No pressure to scale. Our measure of success is the outcome you get.
Contact Elliott
Locations
38/39 Fitzwilliam Square W,
Dublin 2,
D02 NX53
Forte Lynne House,
Letterkenny Forte Retail Park,
Letterkenny,
Co. Donegal
F92 X718
Contact
Get in touch
