Business Details
17 Years
experience
Trusted Independent Financial Advisers in London & Cornwall
Established in 2009, Elite Wealth Management is a firm of independent financial advisers regulated by the Financial Conduct Authority. Our expertise spans personal and corporate pensions, mortgages, equity release, investments, and inheritance tax planning. We prioritise long-term client relationships, working collaboratively with accountants and solicitors to deliver tailored financial strategies.With offices in London and Cornwall, we serve private and corporate clients nationwide, combining over 11 years of advisory experience with a commitment to transparency and ethical practice. Our team of fully qualified advisers specialises in creating bespoke solutions that evolve with clients' changing circumstances, ensuring financial security and compliance with regulatory standards.
Services
Personal Pensions
Corporate Pensions
Mortgages
Equity Release
Investments
Inheritance Tax Planning
Wealth Protection
Details
- Year established: 2009
Highlights and features
- We are regulated by the Financial Conduct Authority for compliance and consumer protection
- Our advisers have over 11 years of combined experience in financial planning
- We offer bespoke solutions tailored to individual client circumstances
- Transparent fee structures with no obligation initial consultations
- Collaborative approach working alongside accountants and solicitors
Associations and certifications
- Financial Conduct Authority
What people say
Excellent service
Fully qualified advisers
Long-term relationship
Transparent fee structure
Trusted partner
Services
Personal Pensions
We specialise in creating tailored personal pension strategies to ensure financial security during retirement. Our advisers help clients navigate pension freedoms legislation while optimising tax efficiency. With regular reviews and adjustments, we ensure your pension plan evolves alongside changing regulations and personal circumstances.
Corporate Pensions
Our corporate pension solutions help businesses establish competitive employee benefit schemes while ensuring regulatory compliance. We advise on group pension arrangements and director protection strategies, working closely with company accountants to implement cost-effective retirement planning for employers and employees.
Investment Management
We develop diversified investment portfolios aligned with clients' risk profiles and financial goals. Our strategies focus on long-term capital growth while maintaining appropriate risk controls. Regular performance reviews ensure investments remain aligned with evolving market conditions and client objectives.
Inheritance Tax Planning
Our tax planning specialists create strategies to minimise inheritance tax liabilities while preserving wealth for beneficiaries. We advise on family investment trusts and other legal structures to ensure efficient wealth transfer, working alongside solicitors to implement comprehensive estate planning solutions.
Mortgage Advice
We provide impartial mortgage advice covering residential, buy-to-let, and equity release products. Our advisers assess clients' financial circumstances to recommend suitable mortgage solutions, ensuring competitive rates and compliance with lending regulations while maintaining transparent fee structures.
People
Alan Powell
Director and Founder
Established Elite Wealth Management in 2009 after working with Prudential and major banks. Recognised as a top IFA in the South West, he brings extensive experience in independent financial advice and bespoke solutions.
Questions
What financial services do you specialise in?
We specialise in personal and corporate pensions, investments, inheritance tax planning, mortgages, and wealth protection strategies.
Are you regulated by financial authorities?
Yes, we are authorised and regulated by the Financial Conduct Authority under reference number 496442.
Do you offer initial consultations?
Yes, we provide no-obligation initial consultations to assess your financial needs and goals.
How are your fees structured?
We use transparent fee structures with clear disclosure of all charges before commencing work.
Which areas do you serve?
We operate nationwide with offices in London, Penzance, and Plymouth, serving clients across the UK.
Can you work with my accountant?
Yes, we collaborate with accountants and solicitors to provide comprehensive financial solutions.
