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We are based in London, Cornwall, Plymouth, South West and South East
London: 0203 4093002 Penzance: 01736 360740 Plymouth: 01752 875874

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About Us
Elite Wealth Management is a firm of independent financial advisers specialising in providing advice on Personal and Corporate Pensions, Mortgages, Equity Release, Investments, Inheritance Tax planning, Corporate, Wealth and Personal Protection.
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Our Clients
Elite Wealth Management has been built based on honesty, reliability and an excellent service. Many of our clients have personally trusted us for over 11 years with each adviser fully qualified and with many year’s experience.
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Private Clients
The foundation of the service Elite Wealth Management provide to our clients is built on developing a long-term relationship that enables us over time to recommend the appropriate adjustments required to our clients' financial planning strategy as events inevitably change.
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Corporate Clients
Elite Wealth Management provides business owners with corporate financial planning advice in addition to looking after their own personal financial affairs. We work in conjunction with other professional advisers that assist our clients' businesses, including accountants or solicitors.
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Our Services
Managing your accumulated wealth and ensuring the financial security of yourself and your loved ones eases the stresses of day-to-day living and allows a level of comfort which may otherwise be difficult to achieve.
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Financial Advisor Newquay

Collaborating with a well-informed chartered financial planner in Newquay can significantly affect your financial journey. Our team is dedicated to crafting bespoke strategies aimed at fulfilling your financial goals, whether it involves pension strategies, addressing debt, or managing investments efficiently. We focus on transparency and trust, providing you with the peace of mind that comes from informed decision-making.

When you choose our certified financial advisors in Newquay, you benefit from personal and unbiased counsel tailored to your specific needs. We appreciate that every client’s situation is distinct, and we’re steadfast in our commitment to adjusting your plans as conditions change. With our support, you can face your financial journey with increased confidence and insight.

Begin your path towards financial prosperity by nurturing a long-term relationship with our highly-rated Newquay financial advisors. Our commitment to your financial development ensures that you will always have a trustworthy partner close by. Let us assist you in securing a financial future that meets your objectives and dreams while being mindful of cost-effectiveness.

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Certified Financial Advisors

Small business owners often face complex financial challenges, and our certified advisory service is here to improve your financial health. Our team of knowledgeable, independent consultants is fully licenced and regulated, ensuring your investments are in expert hands. We provide tailored guidance to suit your financial goals, empowering you throughout your financial journey.

Equipped with thorough training and certification, our advisors utilise the latest strategies and insights into financial regulations. This lets us offer comprehensive advice across various areas, including retirement and tax strategies, helping seniors and small business owners make well-informed choices. Your trust is paramount, and we diligently strive to offer guidance that aligns with your financial aspirations.

By choosing our independent advisory service, you eliminate conflicts of interest that may arise with specific financial institutions. We take the time to fully comprehend your financial situation, helping you devise a solid plan to achieve your goals. Through our continuous guidance, you’ll gain essential insights into investment opportunities and risk management techniques to enhance your financial health.

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Best Wealth Management Firm

When it comes to your financial future, choosing the right wealth management firm is vital. At our company, we make your unique financial goals our top priority. Our experienced and licenced team is known for its personalised approach, and we encourage you to check out the great reviews from satisfied clients who have seen success with us.

Everyone should have access to quality wealth management that’s also affordable. Our firm offers a broad range of competitive services, so you can expect outstanding value without compromising quality. We’ll work closely with you to create a financial plan that matches your goals in retirement, investments, or estate planning.

On this journey, we invite you to learn more about how we invest and manage risks. Our licenced advisors are dedicated to transparency and provide straightforward insights about our strategies and fee structures. Take your time to explore your options, and remember, with us, you have a reliable partner committed to supporting your wealth-building journey.

Founded by Alan Powell in 2009, Elite Wealth Management was born from his desire to serve clients better. With a background at Prudential and other banks, Alan decided that as an independent firm, he could create personalised solutions that prioritise clients’ needs.

At Elite Wealth Management, we specialise in tailored financial advice for personal and corporate clients. Alan has been recognised as the top IFA in the South West and the 8th best in the country, even appearing in the Sunday Times Financial supplement. With locations in London, Penzance, and Plymouth, we understand that your financial choices can change your life. That’s why it’s important to consult someone you can trust.

Visit our website to learn more about our team and what we can offer you. If you’d like more details, feel free to contact us.

The Elite Wealth Management team is committed to working closely with you and your other advisors, like solicitors and accountants, to help you achieve your financial dreams. We prioritise offering lasting support and guidance.

Wealth management advice meeting

At Elite Wealth Management, we genuinely value the partnerships we build – not only with our clients but also with trusted professionals like solicitors and accountants. We understand how important it is to provide continuous support and thoughtful advice, helping you stay on track to achieve your financial aspirations.

Take a look at our website to see who we are, what we stand for, and how our years of expertise and experience can benefit you. If you’re ready to start taking control of your financial future, contact us today for a conversation tailored to your needs.

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Professionalism - Integrity - Respect

Client Testimonials

"I have known Alan Powell for approximately 9 years, firstly as a representative of Halifax Financial Services and latterly on his own account as Elite Wealth Management. In that time I have found him straightforward to deal with. He has, consistently, provided accurate information and sensible advice about the performance of my personal pension arrangements. I would have no hesitation in recommending his services to others."

Marcus Wilkinson – director Alfred Smith & Son Ltd
"we have been using Alan Powell’s services as a financial adviser for approximately 9 years and the directors have found him straightforward to work with, honest and efficient. Alan manages Altcom’s pension fund and provides advice on a wide variety of financial issues."

John Cowles – director Altcom Ltd
"your knowledge and experience of financial affairs has helped enormously and it has given me great confidence in your ability. I have to trust the people around me and I can say that I have learnt to trust the advice you have given."
Peter Hall
"I have known Alan for many years in a professional capacity, and would happily recommend him, and have in fact done so. Alan is very efficient, with high level experience and knowledge of tax planning, pension funds and investments. Whilst I am an accountant, these are specialist areas which require expertise and as such need to be managed by qualified professionals. In addition to his financial planning skills, Alan is very personable and able to communicate at all levels, which is extremely important in ensuring that clients feel comfortable and have confidence."
Angela Stevens ACCA – director Open Management Consultancy Ltd
"Alan Powell. What can I say? In my 30 years in Financial Services, in my various management and Director roles, having met with thousands of people in the industry, interviewed hundreds of "advisors", gave positions to a lot lot less, Alan Powell is the one that got away for me. He is the most honest, customer centric person that I have ever, ever met in this industry. I have coached many advisers onto greatness. I have assisted many to break through their ceiling but Alan Powell is the only truly gifted one amongst them. The best thing is, he doesn't know it! If you are a work colleague of Alan's, its not easy because he demands a lot, but put up with him. You will learn a more from Alan than any course or book. If you are a client, have no fear as Alan will do you no wrong. A great, great guy and one I am proud to say that I have known for many years. I am extremely proud of Alan and his achievements and only pleased that I may, may have helped him in some small way. "
Steve Underwood Manager – People Developer and Business Driver, Torquay and The South West
Accounting Freedom have worked with Elite Wealth Management for several years and have always found them to be both personable and professional while demonstrating a wide-ranging and in-depth knowledge of their field. The feedback from our clients has been nothing but positive and we would recommend Elite Wealth Management to anyone looking for independent financial advice.
Simon Dimmick – Accounting Freedom, Oxford Street London
Alan helped me when my business was a mess and I will always be grateful for his patience and understanding. I now have a very good pension and protection plan in place and would recommend him to anyone in fact I have on a number of occasions.
Nick HB, Truro
My husband used a local adviser and when he died I did not know what I was doing. After a number of years my accountant was not happy with the investments i had inherited, the high charges I was paying and the lack of contact I was getting from the adviser so my Accountant recommended Elite Wealth Management. I had investments with 22 different companies and average annual charges of 2.8%. I never understood any of this and I was totally confused. Alan explained everything in detail in what his recommendations were in order to match what I was wanting for myself and my beneficiaries. The investments are now simplified with one statement, the charges are below 1%, I get reviews regularly and my accountant is a lot happier
Mrs JL, West Cornwall
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Protection
The individual and group pensions market is an ever-changing world, especially with the introduction of the pensions freedom legislation, and it can be difficult to keep track of what options are available with regards to your retirement planning.
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Pensions
The individual and group pensions market is an ever-changing world, especially with the introduction of the pensions freedom legislation, and it can be difficult to keep track of what options are available with regards to your retirement planning.
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Mortgages
Getting a mortgage is one of the biggest financial decisions you’re ever likely to make, so it’s important to get it right. Elite Wealth Management is committed to finding you the right mortgage that suits your individual requirements and circumstances.
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Investments
Typically, many of our clients may want to invest money on a regular basis to build up a capital sum for the future. You might be planning for your retirement, looking to generate investment income to top up your pension or saving for a deposit to buy a property.
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Treating Customers Fairly

Elite Wealth Management and our advisers are regulated by the Financial Conduct Authority (FCA), and we are happy to work within a regulated environment which prioritises the interests of consumers.

Elite Wealth Management and their advisers have satisfied the rigorous criteria relating to professional qualifications and ethical good practice. You can therefore be confident that you are dealing with one of the UK’s leading firms that are wholly committed to providing you with the best possible advice, service and support.

London: 25 Bedford Square, London, WC1B 3HH
Head Office: Trevear House, The Old Court House, Alverton Terrace, Penzance, Cornwall, TR18 4GH
Plymouth
Tel: 01736 360740 Fax: 01736 363751 Email: info@elite-wealthmanagement.co.uk

Elite Wealth Management is authorised and regulated by the Financial Conduct Authority no: 496442
and is bound by its rules.

Registered Office: Trevear House, The Old Court House, Alverton Terrace, Penzance, Cornwall, TR18 4GH

Will writing is not regulated by the Financial Conduct Authority.

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Professionalism - Integrity - Respect