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ELITE WEALTH MANAGEMENT is now firmly positioned as a premier provider of bespoke independent financial advice to both private and corporate clients. Through ‘Vouched For’ Alan was voted top IFA in the South West and 8th in the country and appeared in the Sunday Times Financial supplement. Based in London, the South East and Cornwall, with clients all over the UK and Europe. We understand the major financial decisions you make will have significant and life-changing consequences. It is therefore essential that you seek professional independent financial advice from people you can trust.


The Elite Wealth Management team 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. We also specialise in giving advice to personal and corporate clients including business owners and directors. On your behalf, we can look at; maximising tax efficient pension contributions and retirement options, Tax efficient investments especially for Inheritance tax planning, tax and trusts, personal life protection, critical illness and income protection, employer/employee benefits including corporate life protection, critical Illness, income protection and health care plans where certain products can be offset as a tradeable expense benefitting the companies/ business owners.


Please browse our website to find out more about who we are and how we conduct business. You will also gain access to our Generation Wealth Knowledge Centre, which provides our clients with downloadable personal finance magazines and financial guides, packed full of informative and relevant financial news.


WEALTH MANAGEMENT BESPOKE INDEPENDENT FINANCIAL ADVICE


Elite


W ELITE-WEALTHMANAGEMENT.CO.UK E INFO@ELITE-WEALTHMANAGEMENT.CO.UK HEAD OFFICE: 01736 360740 / LONDON: 0203 409 3002 / PLYMOUTH: 01752 875 874 Elite Wealth Management is authorised and regulated by the Financial Conduct Authority no: 496442 and is bound by its rules.


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