Elementary Financial Ltd

Independent Financial Adviser 3 Cambridge Avenue, Sutton Coldfield, West Midlands, B73 5NA
FCA verified
13th August 2018
Family owned business providing specialist advice on investments & pensions.
We can advise you on
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Unit trusts
    • Corporate pension
    • Employee benefits
    • Group income protection
    • Group life insurance
    • Group pensions
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Lump sum
    • Estate planning
    • Taxation planning
    • EEA
    • Wealth management
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Long term care
Meet our advisers
adviser-person
Jeff Miller
Where to find us
About us

Established in April 2009 by Jeff Miller, Elementary Financial advises Individuals, Trustees, Charities and Companies. Jeff has been an IFA for more than 20 years. Jeff specialises in Investments & Pensions. Fees by agreement.
Exploratory meeting at no cost or obligation.

Our services

Helping clients to understand their own risk tolerance and how this interacts with objectives and potential returns.
Asset allocation and fund selection undertaken on an advisory basis.
A specialist in "at retirement" planning.

Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Compliance

Elementary Financial Ltd is authorised and regulated by the Financial Conduct Authority. FCA number 600599. Registered office as above. Registered in England and Wales. Company number 6792585.
Occupational Pension Schemes are regulated by the Pensions Regulator
Trusts, tax and some aspects of Estate Planning are not regulated by the Financial Conduct Authority

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