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Elinor Bantock Financial planning
Director

Elinor Bantock

Financial planning

Areas of expertise

In-depth knowledge of pension funding, retirement income, planning for UK-connected international individuals, tax advantaged investments, inheritance tax planning, risk strategy, personal and business protection.

Experience

Elinor joined Tilney in 2011 as a technical specialist, and moved into advising individuals upon attaining the qualification of Chartered Financial Planner in 2015. She considers 'lifelong learning' to be a necessity of excellence, and has continued to study, more recently through STEP, a global professional body more closely associated with solicitors, accountants and trustees.

As a Chartered Financial Planner, Elinor's role is to assist her clients to preserve and increase their wealth, with a clear focus on retirement planning, succession and estate planning and tax efficient savings and investments. She also works with multi-jurisdiction clients to help them identify wealth preservation opportunities for their international tax planning and how offshore trusts and holding companies can be used to support their objectives.

Elinor is passionate about personal service and breaking down complex subjects to make planning clear and concise for all generations.

Notable client work and achievements

Holistic financial planning, giving families the confidence to pass on wealth inter-generationally.
Tailored financial planning advice to our private clients in retirement accumulation and decumulation stages.
Advising business owners following the sale of their business to an Employee Ownership Trust.

Professional qualifications and memberships

A Chartered Financial Planner of the Personal Finance Society (FPFS) and a member of the Society of Trust and Estates Practitioners (STEP).

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