Our People
Our people are very important to us, as is making certain we provide you with the best possible professional financial advice. Below is a short biography for each of our colleagues together with their contact telephone number.
Our People
Alan Powell
Director
Tel: 01736 360740,
Mobile: 07879 836 785,
Email: alanpowell@elite-wealthmanagement.co.uk
Elite Wealth Management, founded by Alan Powell, the Managing Director believes that the three simple principles that this company adheres by are the foundations of its success.
Alan has worked for a number of well known UK institutions as a tied agent for the likes of Prudential, Lloyds TSB and HBOS. He later developed his profession as an Independent financial adviser working for Towry Law UK, covering the whole of Cornwall and Towry Law International, looking after high net worth expat clients in South Africa and The Middle East, before deciding to start his own business back in Cornwall.
Over the years he has gained extensive knowledge and excellent training in:
- Trust work and Inheritance Tax Planning
- Pension and Retirement planning
- Corporate, Director and Personal planning
- Tax efficient investments, offshore and onshore
Mike Barnes
Senior Adviser, covering London and the South East
Tel: 0208 303 6390,
Mobile: 07946 253 944
Email: mikebarnes@elite-wealthmanagement.co.uk
After leaving The British Army, Mike’s professional Financial Services career started at Royal London in 1998 as a Financial Adviser, specialising in personal advice.
His career then took him to Barclays Bank as an Independent Financial Adviser as a Senior Associate, advising overseas on expat high net worth clients in Belgium and Portugal.
On his return to the UK, Mike decided to join the team at Elite Wealth Management as a Senior Associate covering London and the South East, because he believed in the company’s principles of Professionalism, Integrity and Respect.
Mike prides himself in getting to know his clients’ needs and enjoys making the sometimes confusing and overwhelming financial world a much more comfortable place for them.
Over the years, he has gained extensive knowledge and excellent training in:
- Personal and Corporate Protection
- Personal and Corporate Pension and Retirement Planning
- Corporate, Director and Personal investment Planning
- Offshore Pensions
Guy Pearson
Senior Adviser, covering London and the South West
Tel: 0208 892 7272
Mobile: 07970 528 285
Email: guypearson@elite-wealthmanagement.co.uk
Guy started his financial career as a tied agent with the MI Group in 1990 and then with Old Mutual Wealth.
He set up as an independent Financial Adviser in 1997 under the name Quadrant IFA before joining the team at Elite Wealth Management in February 2015 and continues to provide trustworthy, independent advice.
Over the years, Guy has gained extensive knowledge and excellent training in:
- Trust work and Inheritance Tax Planning
- Pension and Retirement Planning
- Corporate, Director and Personal Planning
- Tax Efficient Investments, Offshore and Onshore
