Executive Lifestyle Planning Ltd
42-44
Grosvenor Gardens
London
SW1W 0EB
ELP Wealth is run by Paul Streat who has over 30 years’ experience in financial services as a client facing adviser.
Our clients are professionals, including equity and salaried partners at some of London’s top legal firms, consultants and doctors within the medical profession, and wealthy families.
Key Areas in Advice
• Advising private clients on pension, investment and estate planning matters.
• Advising trustees, including trusts with vulnerable beneficiaries, on investment strategy and trustee matters both onshore and offshore.
• Advising business owners on tax efficient succession planning.
Qualifications
• Affiliate member of the Society of Trust and Estate Practitioners (STEP)
• Advanced PFS in Investments and Taxation and Trusts.
• Diploma PFS.
• Diploma Accountancy.
To confirm our authorised status, and permissions, please visit the Financial Conduct Authority's Financial Services Register at: https://register.fca.org.uk/ShPo_FirmDetailsPage?id=001b000002NJmwTAAT
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Principal firms make sufficient checks on the firm or individual to ensure they are financially stable and competent.