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After graduating from the Newcastle Financial Advisers Academy four years ago, Elliot has been playing an integral role as a Paraplanner in our support team and is now the Financial Adviser based in the Berwick and Wooler branches.

Elliot’s favourite thing about the job is meeting new customers and finding out how he can help them plan their future and meet their goals.

In his spare time, Elliot enjoys playing football competitively and uses skiing as an opportunity to explore the world.

If you’d like to talk to Elliot about your financial needs, you can book an appointment online today or give him a quick call on 01289 306417.

Image of a street in the town of Wooler.

"He was super helpful and friendly in helping advising me on what investment I should invest in long term."

Customer of Elliot Tate

Vouchedfor review

Ready to arrange an appointment?

However much you have and whatever your financial plans are, get advice on the right place for your money and help on planning for the future.

Arrange an appointment

Or just give Newcastle Financial Advisers a call

Speak to the Newcastle Financial Advisers team on

0345 600 4330

Lines are open every weekday between 9am and 5pm

Newcastle Building Society introduces to Newcastle Financial Advisers Limited for advice on investments, pensions, life and protection insurance, and inheritance tax planning. Aspects of inheritance tax planning are not regulated by the Prudential Regulation Authority nor the Financial Conduct Authority. Newcastle Financial Advisers is a trade name of Newcastle Financial Advisers Limited which is an appointed representative of The Openwork Partnership a trading style of Openwork Limited which is authorised and regulated by the Financial Conduct Authority.

Approved by the Openwork Partnership on 01/05/2024.