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

Our Clients

There are times when it can prove difficult to establish your true financial needs, which is why we provide advice in a friendly and understandable manner.

Our Clients

There are times when it can prove difficult to establish your true financial needs, which is why we provide advice in a friendly and understandable manner.

Elite Wealth Management has been built based on honesty, reliability and an excellent service. Many of our clients have personally trusted us for nearly 10 years, and throughout this period we’ve developed many good friendships and professional connections.

Elite Wealth Management offer both personal and corporate advice on a whole range of financial services including the following:

Personal

  • Retirement and pension planning which includes facilitating Company Final Salary transfers
  • Investing for capital growth or income
  • School fees planning
  • Tax planning and mitigation*
  • Protection against critical illness
  • Income protection
  • Inheritance and succession planning
  • Long-term care
  • Private medical insurance*
  • Family protection life assurance

Corporate

  • Employee benefits implementation and management
  • Flexible employee benefits menu systems
  • Pension schemes
  • Group income protection
  • Group Private Medical Insurance
  • Group death-in-service and dependants benefit schemes
  • Partnership and directors share protection
  • Key person business protection
  • Advice for your employees if required

*The Financial Conduct Authority (FCA) does not regulate all of these products and services

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

Knowledge Centre

To download our personal finance magazines and financial guides packed full of informative financial news, simply register your name and email address.


Financial News

Top