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Elaine Merritt
Elaine Merritt
About
Elaine is a Senior Financial Adviser at The Private Office, located in Leeds and advising clients across Yorkshire, the North East and North Lincolnshire. As an experienced Adviser of 30 years and a Chartered Insurance Practitioner, Elaine supports her clients across a wide range of financial planning areas. She is experienced in advising clients in their retirement planning journey, advising on investment strategies as well as inheritance tax planning and protection, helping clients safeguard what matters most.
Elaine combines strong technical expertise with a deeply human approach to financial planning. She will listen, explain complex matters clearly and build lasting trust and places equal value on soft skills and robust professional knowledge. Her advice is always independent, carefully considered and always tailored to each client’s individual goals, giving them clarity and confidence in their financial decisions. All this is brought to life through cash flow modelling.
Working in financial services since 1989, Elaine has worked in a variety of roles, starting her career as a Pensions Administrator which has provided an in-depth technical knowledge of pension regulations.
When she is not advising, Elaine values spending time with her family and has a passion for traveling and winter sports. Staying active and keeping fit is another key part of her lifestyle.
Areas Of Expertise
- Retirement planning
- Investment advice
- Inheritance planning
- Protection advice
- Cash flow modelling
Qualifications
- Diploma in Financial Planning
- Financial Planning Certificate
Locations covered
You can meet us face-to-face in our offices, over a video call or in the comfort of your own home. Elaine works from our office in Leeds and has clients in areas such as:
Elaine Merritt locations
Elaine Merritt map
- Huddersfield
- Warrington
- Ripon
- Newcastle-Upon-Tyne
- Saltburn
- Richmond
- Brigg
- Wetherby
- Rossendale
- Middlesborough
The FCA regulates and oversees the conduct of more than 50,000 firms in the UK, which provide financial advice, products and services to retail clients and private investors.
You can view Elaine's personal listing in the Adviser Directory by visiting the link below, which confirms they are authorised and qualified to advise you.
All the Advisers at TPO undergo a rigorous in-house training and approval process in accordance with the FCAs guidelines. We are regularly re-assessed and checked to ensure our competence and conduct is of the highest standard for looking after our clients.
You can check their qualifications and credentials by visiting the Personal Finance Society.
The Private Office is a Chartered Financial planning firm, publicly committed to a customer-first approach and values that align with a professional Code of Ethics.
We’ll provide solutions relevant to your needs, maintaining our knowledge through qualifications and ongoing professional development.
This sets us apart from other financial advisory firms and demonstrates our commitment to the industry and our vision and values - to protect and grow our clients’ wealth through a service built on the foundations of integrity, confidence and partnership.
At a glance
- Working in financial services since 1989
- Chartered Insurance Practitioner
Meet our expert team
Our team members have extensive experience in the UK financial and investment industries and our in-house specialists can help with matters such as safeguarded benefit pension transfers, long-term care or equity release. From specialists to support members, The Private Office is home to some of the finest Chartered independent financial advisers in the UK.