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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 Truro

Engaging with a reputable chartered financial planner in Truro can significantly shape your financial future. Our professional team provides personalised strategies aimed at helping you meet your financial objectives, whether it’s pension planning, debt management, or effective investment strategy. We are dedicated to transparency and trust, ensuring you have confidence in our collaborative process.

By working with our certified financial advisors in Truro, you gain access to individualised and objective guidance that suits your particular situation. We recognise that financial needs vary from one person to another, and we are committed to adjusting your financial strategies as your life changes. With us, you can navigate your financial path with renewed confidence and clarity.

Embark on your journey towards financial well-being by forming a lasting relationship with our top-notch financial advisors in Truro. We prioritise your success and guarantee that a dependable partner will always be by your side. Let us help you to build a secure financial future that meets your aspirations while taking cost and efficiency into account.

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Certified Financial Advisors

Navigating the intricate world of finance can be daunting for small business owners, which is where our certified financial advisory service steps in to boost your financial health. Our seasoned and independent consultants are fully licenced and regulated, guaranteeing that your investments are handled professionally. We offer personalised strategies that cater to your distinct financial aims, empowering you along your financial path.

Our advisors are extensively trained and certified, giving them the expertise to provide you with the latest financial strategies and regulatory insights. With this knowledge, we deliver thorough guidance on various subjects, from retirement planning to tax strategies, allowing seniors and small business owners to make informed decisions. We prioritise your trust and work steadfastly to align our advice with your vision for financial success.

Choosing our independent advisory service means you won’t have to worry about conflicts of interest often associated with financial institutions. We invest time in understanding your unique financial landscape, assisting you in crafting a solid plan to remain on course. Our continuous support allows you to discover investment opportunities and risk management strategies to enhance your financial well-being.

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Best Wealth Management Firm

Finding the right wealth management firm is essential for your financial well-being. At our company, we focus on your individual financial goals. Our trusted team of licenced professionals has a strong reputation and a wealth of experience to deliver personalised service tailored to your needs. Check out the positive experiences shared by our clients who have benefited from our guidance.

Quality wealth management should be available to everyone at a fair price. Our firm provides various services at competitive rates, ensuring you receive great value without sacrificing quality. Together, we’ll develop a tailored financial plan that aligns with your dreams, whether retirement planning, investment strategies, or estate management.

As you embark on your financial journey with us, we encourage you to discover our investment approach and risk management strategies. Our licenced advisors focus on transparency, ensuring you have clear insights into our processes and fees so you feel confident in your decisions. Take your time to compare options, and know that with us, you have a steadfast partner to support your wealth development for the long term.

Alan Powell established Elite Wealth Management in 2009, drawing on his experience with Prudential and various banks. He wanted to provide his clients with superior service and tailored solutions, which inspired him to become an independent advisor.

Elite Wealth Management is here to provide personalised financial advice tailored to your needs, whether you’re an individual or a business. Alan has been named the top IFA in the South West and 8th in the nation, with recognition in the Sunday Times Financial supplement. With offices in London, Penzance, and Plymouth, we recognise that your financial decisions are crucial and can have significant impacts. It’s vital to seek guidance from a reliable professional.

We encourage you to visit our website to learn more about who we are and how we can help. If you need more information, please contact us.

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At Elite Wealth Management, we pride ourselves on partnering with clients and collaborating with other professionals like solicitors and accountants to help you reach your financial goals. We are dedicated to providing ongoing support and advice throughout your financial journey.

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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