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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 St. Austell

Partnering with a skilled chartered financial planner in St. Austell can greatly enhance your prospects for a successful financial future. Our dedicated team offers customised strategies focused on helping you reach your financial objectives, whether you’re looking into pension planning, managing debt, or optimising your investment portfolio. We pride ourselves on transparency and trust, ensuring that you feel confident in every decision made.

By choosing our certified financial advisors in St. Austell, you’ll receive personalised and unbiased guidance tailored to your specific needs. We recognise that each client’s situation is unique, and we are committed to adapting your plans as your circumstances evolve. With our expertise, you can approach your financial journey with confidence and clarity.

Start your journey towards financial wellness by establishing a long-lasting relationship with our esteemed St. Austell financial advisors, who are recognised as industry leaders. Our dedication to your financial growth guarantees you will always have a reliable partner at your side. Allow us to assist you in building a secure financial future that aligns with your goals and dreams while keeping cost and effectiveness in mind.

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Certified Financial Advisors

Understanding finance can be overwhelming for small business owners, which is why our certified financial advisory service is dedicated to improving your financial well-being. Our experienced and independent consultants are fully licenced, registered, and regulated, ensuring your investments are managed professionally. With personalised support tailored to your financial aspirations, we strive to empower you every step of the way.

Our advisors have received extensive training and certification, enabling them to offer cutting-edge financial strategies and insights into regulations. This expertise empowers us to provide all-encompassing guidance on various matters, from retirement plans to tax strategies, ensuring that seniors and small business owners can make wise decisions. We value your trust and work tirelessly to align our advice with your definition of financial success.

By selecting our independent advisory service, you avoid potential conflicts of interest arising from working with specific financial institutions. We invest time in understanding your unique financial circumstances, helping you build a solid plan to achieve your goals. With our ongoing support, you’ll gain insights into investment options and risk management strategies that enhance your financial health.

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Best Wealth Management Firm

licenced professionals, we provide personalised services that meet your specific needs. Don’t just take our word for it—read the positive reviews from our satisfied clients who have achieved their financial aspirations with us.

We are committed to making quality wealth management affordable for everyone. We offer a comprehensive array of services at competitive rates, ensuring you achieve excellent value without losing quality. Together, we’ll create a custom financial plan tailored to your objectives, whether you’re focusing on retirement, investments, or estate planning.

We invite you to delve into our investment strategies and risk management techniques as you navigate this process. Our licenced advisors pride themselves on transparency, providing straightforward insights into how we work and what you can expect regarding fees. Take your time to assess your choices, and trust that with us, you’ll have a supportive partner on your wealth-building path for the long run.

In 2009, our founder, Alan Powell, launched Elite Wealth Management. With experience at Prudential and various banks, he understood that going independent would allow him to provide personalised financial solutions that truly benefit his clients.

Elite Wealth Management is a leading provider of personalised financial advice for both individuals and businesses. Recently, Alan was honoured as the top Independent Financial Adviser (IFA) in the South West and ranked 8th nationally, featured in the Sunday Times Financial supplement. With offices in London, Penzance, and Plymouth, we know that your financial decisions can significantly impact your life. That’s why it’s crucial to get advice from trustworthy professionals.

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We invite you to explore our website to learn more about our expertise and approach. If you have any questions, please don’t hesitate to reach out.

Our team at Elite Wealth Management is dedicated to partnering with you and collaborating with your other advisors, such as solicitors and accountants. We focus on helping you achieve your financial goals, offering long-term support and guidance every step of the way.

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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.

© 2025 Elite Wealth Management. All rights reserved.

Professionalism - Integrity - Respect