Head Office: 01736 360740 | London: 0203 409 3002 | Plymouth: 01752 875 874

How we are paid

On receiving an enquiry, Elite Wealth Management will arrange an initial meeting. The purpose of this meeting is to find out whether we can help you in achieving or moving towards your financial goals. There is no charge for this and no obligation on either side.

How we are paid

On receiving an enquiry, Elite Wealth Management will arrange an initial meeting. The purpose of this meeting is to find out whether we can help you in achieving or moving towards your financial goals. There is no charge for this and no obligation on either side.

After the initial consultation, we will discuss payment options to cover the costs of our services, and we will not charge anything until an agreement in writing has been reached.

Certain products – non-investment insurance policies and mortgages – can still pay a commission, and so we may work on the basis of a commission, a fee or a combination of both. As before, no costs are incurred without prior agreement, and all prospective earnings are disclosed before work is undertaken.

Fees may be subject to VAT at the prevailing rate, depending upon the type of work undertaken.

Our Address

Head Office Address:
Elite Wealth Management,
Chy an Brea, Hea Road,
Heamoor, Penzance,
Cornwall TR18 3HB

Tel: 01736 360740
Fax: 01736 363751
Email: info@elite-wealthmanagement.co.uk

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