Business Details
17 Years
experience
Independent Financial Advisers in London & Cornwall
Established in 2009, Elite Wealth Management has built a reputation as a trusted provider of independent financial advice. Our team of fully qualified advisers specialises in pensions, mortgages, investments, and tax planning, serving both private and corporate clients across London, Cornwall, and Plymouth. We prioritise long-term relationships, working collaboratively with accountants and solicitors to deliver tailored solutions that align with individual client needs. Our commitment to transparency is reflected in our clear fee structures and regulated environment under the Financial Conduct Authority.With over a decade of collective experience, we focus on protecting and enhancing client wealth through impartial guidance and rigorous analysis of market opportunities. Our approach combines technical expertise with ethical practice, ensuring clients receive objective recommendations that prioritise their financial security and long-term goals.
Services
Financial Planning
Pension Advice
Mortgage Brokering
Investment Management
Inheritance Tax Planning
Corporate Financial Planning
Equity Release
Wealth Protection
Details
- Year established: 2009
Highlights and features
- We have over 11 years of experience in independent financial advisory services
- Our team consists of fully qualified advisers with extensive industry experience
- We operate under Financial Conduct Authority regulation for client protection
- We provide transparent fee structures with no hidden charges
- We work collaboratively with accountants and solicitors for comprehensive solutions
Associations and certifications
- Financial Conduct Authority
What people say
Straightforward to deal with
Accurate information
Sensible advice
Honest and efficient
Confidence in ability
Services
Financial Planning
Our financial planning service creates tailored strategies to help clients achieve long-term financial goals. We analyse individual circumstances to develop comprehensive plans covering pensions, investments, and tax efficiency. With regular reviews and adjustments, we ensure clients maintain financial security through changing life circumstances while adhering to regulatory standards.
Pension Advice
Specialising in pension solutions, we help clients navigate complex retirement options including personal and corporate pensions. Our advisers assess current provisions, recommend improvements, and implement strategies to maximise retirement income while complying with pensions freedom legislation and regulatory requirements.
Investment Management
We provide expert guidance on constructing diversified investment portfolios tailored to individual risk profiles and financial objectives. Our approach focuses on long-term growth, tax-efficient structures, and regular performance monitoring to ensure investments align with evolving client needs and market conditions.
Mortgage Brokering
Our mortgage advisory service helps clients find suitable residential and commercial property financing solutions. We assess individual circumstances to recommend appropriate mortgage products, including equity release and buy-to-let options, while ensuring transparent fee structures and regulatory compliance.
Inheritance Tax Planning
Specialising in tax-efficient wealth transfer, we help clients develop strategies to minimise inheritance tax liabilities. Our services include trust creation, asset restructuring, and coordinated planning with solicitors to ensure smooth intergenerational wealth transfer while maintaining client financial security.
People
Alan Powell
Director and Founder
Established Elite Wealth Management in 2009 after working with Prudential and major banks. Recognised as top IFA in the South West and 8th nationally by Vouched For. Brings extensive industry experience and client-focused approach to financial advisory services.
Questions
What financial services do you specialise in?
We specialise in pensions, investments, mortgages, inheritance tax planning, and corporate financial planning, providing comprehensive wealth management solutions.
Are you regulated by financial authorities?
Yes, we are authorised and regulated by the Financial Conduct Authority (FCA) under reference number 496442.
How do you charge for your services?
We offer an initial free consultation, with subsequent charges based on agreed fees, commissions, or combination, always with prior written agreement.
Do you work with other professionals?
Yes, we collaborate with accountants and solicitors to provide comprehensive financial solutions that address all aspects of client wealth management.
What areas do you cover?
We operate from London and Cornwall offices, serving clients across London, Cornwall, Plymouth, South West and South East regions.
How experienced are your advisers?
Our team includes fully qualified advisers with extensive industry experience, including over 11 years of collective experience at Elite Wealth Management.
