Client Portal

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

Professionalism - Integrity - Respect

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.
Click Here
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.
Click Here
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.
Click Here
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.
Click Here
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.
Click Here

Financial Advisor Penzance

Partnering with an adept chartered financial planner in Penzance can have a profound impact on your financial future. Our team specialises in crafting tailored strategies that focus on helping you achieve your financial objectives, whether it’s planning for retirement, managing existing debt, or making effective investment choices. We prioritise transparency and trust, ensuring that you can rely on our guidance.

Choosing our certified financial advisors in Penzance means receiving personal and unbiased support that aligns with your unique needs. We understand that no two clients are alike, and we are committed to evolving your financial plans as your circumstances change. With our assistance, you’ll navigate your financial journey with confidence and clarity.

Take the first step towards securing your financial future by connecting with our highly-rated Penzance financial advisors. Our focus is on your success, ensuring you always have a trusted partner in the vicinity. Allow us to help you create a financial future that aligns with your goals while being cost-effective and efficient.

Get In Touch

Certified Financial Advisors

The financial landscape can be complex for small business owners, which is why our certified advisory service is dedicated to enhancing your financial health. Our expert and independent consultants are fully licenced and regulated, so you can be confident that your investments are managed with expertise. We empower you on your financial journey through personalised advice tailored to your specific financial goals.

Our advisors have received extensive training and certification, equipping them with the latest strategies and regulatory knowledge. This allows us to provide comprehensive guidance on various topics, including retirement planning and tax strategies, ensuring that seniors and small business owners can make informed decisions. Your trust is essential to us, and we work diligently to provide guidance that aligns with your financial objectives.

Working with our independent advisory service prevents conflicts of interest frequently associated with specific financial institutions. We take the time to thoroughly understand your financial situation, which helps us aid you in forming a viable plan to stay on track. With our ongoing support, you’ll receive valuable insights into potential investments and risk management strategies that can significantly improve your financial health.

Financial advice meeting

Best Wealth Management Firm

professionals is dedicated to offering personalised service that fits your needs. We invite you to check out the positive feedback from our happy clients who have thrived with our support.

We believe that high-quality wealth management should be both accessible and affordable. Our firm provides a wide range of competitive services, ensuring you get great value without compromising quality. We’ll work with you to create a personalised financial plan that supports your goals, whether retirement, investments, or estate planning.

As you start this journey, we encourage you to learn more about our investment philosophy and how we manage risk. Our licenced advisors prioritise transparency, providing clear information about our methods and fees to build trust in our advice. Take your time to explore your options, and know that you have a dependable partner to guide you on your path to wealth with us.

Alan Powell founded Elite Wealth Management in 2009. Through his experience at Prudential and multiple banks, Powell realised that independence would allow him to deliver unique, customized financial solutions that truly cater to his clients’ needs.

Elite Wealth Management excels in offering customised financial advice for our private and corporate clients. Our advisor Alan has received accolades as the top IFA in the South West and ranks 8th in the country, appearing in the Sunday Times Financial supplement. With offices in London, Penzance, and Plymouth, we understand the profound affect financial decisions can have on your life. Therefore, it’s essential to work with a trustworthy advisor.

Wealth management advice meeting

Please explore our website to learn more about us, our qualifications, and how we operate. If you have any enquiries, don’t hesitate to contact us.

Our team takes pride in partnering with clients and working alongside other professionals, like solicitors and accountants, to help fulfil your financial objectives. We believe in providing continuous support to guide you in making strategic financial decisions.

Contact Us

A patron of Strive for Perfection: The Royal Edition –

An official publication for the International Club for Rolls Royce and Bentley Enthusiasts.

Promotional Video

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
Click here
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.
Click Here
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.
Click Here
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.
Click Here
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.
Click Here

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.

© 2025 Elite Wealth Management. All rights reserved.

Professionalism - Integrity - Respect