Elevate Financial Solutions

Financial Adviser (Restricted Whole of Market) Queensbridge Homes, 69 High Street, Kent, Beckenham, BR3 1AW

First meeting at adviser's own cost

Response rating

7.0/10

3rd December 2018

Professional & friendly financial advice covering Bromley and the surrounding areas.

We can advise you on

Financial planning
- Wealth management
Investments
- Ethical investments
- Investing for income
- ISAs
- OEICs
- Offshore investments
- Unit trusts
Mortgages
- Bad credit
- Buy to let
- Commercial for individuals
- Equity release
- First time buyers
- Flexible
- High loan to value
- Remortgage
- Residential
- Right to buy
- Self build
- Self employed
Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
Insurance & protection
- Accident & sickness
- Buildings and contents
- Critical illness
- Healthcare
- Income protection insurance
- Life insurance

Meet our advisers

ben Weekes

Qualifications & Accreditations Hide qualifications

CeMAP - Certificate in Mortgage Advice and Practice (LIBF)

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

Russell Ellis

Mortgage & Insurance Consultant

Qualifications & Accreditations Hide qualifications

CeMAP - Certificate in Mortgage Advice and Practice (LIBF)

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

Tom Wheatley

Financial Planning Consultant

Qualifications & Accreditations Hide qualifications

CeLTCI - Certificate in Long-Term Care Insurance (LIBF)

This qualification assesses a knowledge, understanding and application of the different types of long-term care insurance.

CeMAP - Certificate in Mortgage Advice and Practice (LIBF)

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

DipFA - Diploma for Financial Advisers (LIBF)

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

What our clients say

We used Tom on a number of requests and he was knowledgeable, friendly and really happy to discuss in detail the best routes for ourselves. I would recommend Tom and appreciate the experience he was able to share with us.

Lee Sheppard, Beckenham, Kent

Tom is a fantastic Financial adviser / Mortgage Broker. He is my go to guy for every matter relating to buying a new property or re mortgaging. His professionalism is second to none and nothing is too much for him - Every deal we make is quick, simple and stress free.

Dan Singer, Beckenham, Kent

Where to find us

Queensbridge Homes, 69 High Street, Kent, Beckenham, BR3 1AW

About us

Elevate Financial Solutions is a UK advisory business devoted to helping individuals with their financial planning. We pride ourselves on service and aim to be recognised as one of the very best advisory businesses in the industry.

Our services

At Elevate Financial Solutions we work hard to help you achieve your life goals and ambitions, from buying your first home to having the lifestyle you want in retirement. We are experts in the field and aim to deliver information, advice and solutions which are clear and easy to understand. We will help you throughout your lifetime and pride ourselves on our long standing client relationships. With Elevate, your plans will be kept under review so you can rest assured in the knowledge that expert assistance is always on hand.

Compliance

Your home may be repossessed if you do not keep up repayments on your mortgage.

Elevate Financial Solutions is a trading style of Charles Derby Financial Services Limited which is an appointed representative of Intrinsic Financial Planning Limited and Intrinsic Mortgage Planning Limited, who are authorised and regulated by the Financial Conduct Authority.

The Financial Conduct Authority does not regulate on some Buy to Let mortgages.

The Financial Conduct Authority do not regulate on Commercial Mortgages.

The value of pension and investments can fall as well as rise. You may get back less than you invested.

The Financial Conduct Authority do not regulate on Estate Planning.

We can advise you on

Financial planning
- Wealth management
Investments
- Ethical investments
- Investing for income
- ISAs
- OEICs
- Offshore investments
- Unit trusts
Mortgages
- Bad credit
- Buy to let
- Commercial for individuals
- Equity release
- First time buyers
- Flexible
- High loan to value
- Remortgage
- Residential
- Right to buy
- Self build
- Self employed
Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
Insurance & protection
- Accident & sickness
- Buildings and contents
- Critical illness
- Healthcare
- Income protection insurance
- Life insurance

Advice methods

Telephone
Face to face

Special offers

Choose an Unbiased exclusive special offer:

Preferred clients

Minimum wealth (income/assets)

£50,000

Minimum pension value

£50,000

Minimum mortgage value

£0

Compliance

Contact options

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