Protecting your financial future, today and tomorrow
At Elite Wealth Management, we pride ourselves on being a firm of independent financial advisers with a proven track record of delivering bespoke financial solutions to our clients. Our team of experts, led by our founder and director Alan Powell, have a deep understanding of the importance of managing your accumulated wealth and ensuring the financial security of yourself and your loved ones. With offices in London, Penzance, and Plymouth, we have built a reputation for providing trusted, independent financial advice to both private and corporate clients.
Our Approach
Our approach is built on the principles of professionalism, integrity, and respect. We take great pride in the way we work in partnership with our clients, and other professional advisers such as solicitors and accountants, to meet their financial aspirations. We recognise the importance of providing long-term, ongoing assistance and guidance to help our clients achieve their financial goals. Our team of experienced and fully qualified advisers take the time to understand each client's unique circumstances, goals, and aspirations, and provide tailored advice to help them make informed financial decisions.
Our Services
We offer a comprehensive range of financial services, including personal and corporate pensions, mortgages, equity release, investments, inheritance tax planning, corporate, wealth, and personal protection. Whether you're an individual looking to secure your financial future or a business owner seeking to protect the financial well-being of your company, we have the expertise and knowledge to provide bespoke solutions tailored to your needs.
Our Experience
With over 11 years of experience, our team of experts has built a reputation for delivering exceptional service and advice to our clients. Our founder, Alan Powell, has been voted top IFA in the South West and 8th in the country, and has appeared in the Sunday Times Financial supplement. Our clients have trusted us for many years, and we have built a reputation for being honest, reliable, and providing excellent service.
Our Promise
At Elite Wealth Management, we are committed to providing independent financial advice that is tailored to your unique needs and goals. We promise to work in partnership with you to help you achieve your financial aspirations, and to provide ongoing support and guidance to ensure your financial security and peace of mind.
Excellent Service and Advice
Elite Wealth Management (EWM) has received overwhelmingly positive reviews from satisfied clients, with all reviewers giving a 5-star rating.
Proactive and Personalized Approach
EWM's proactive and can-do approach has been highly praised by clients, who appreciate the personalized service and guidance provided by Alan and the team. Reviewers have commended EWM for helping them achieve their financial goals and securing a sound future for themselves and their families.
Expert Advice and Trust
EWM's expertise in financial advice has been highly valued by clients, who trust the team's guidance and appreciate the reassurance that their financial affairs are being taken care of. Clients have expressed gratitude for the team's ability to provide holistic advice, taking into account their individual circumstances and goals.
Client-Centric Service
Reviewers have praised EWM's client-centric approach, with one client commenting that it's "nice to have one place to come to, without being too large or institutional." Clients appreciate the personalized attention and peace of mind that comes with knowing their financial affairs are in trusted hands.
Life-Changing Impact
EWM's impact on clients' lives has been significant, with one reviewer stating that EWM's guidance has enabled them to support their four daughters through post-secondary education. Another reviewer has expressed relief and happiness, knowing that their financial worries are taken care of, allowing them to enjoy life to the fullest.
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