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
FCA verified
15th October 2018
Professional & friendly financial advice covering Bromley and the surrounding areas. Call Tom now on
We can advise you on
    • Corporate pension
    • Group critical illness
    • Group income protection
    • Group life insurance
    • Group pensions
    • Group private medical insurance
    • Group protection
    • Wealth management
    • Investing for income
    • ISAs
    • OEICs
    • Offshore investments
    • Unit trusts
    • Buy to let
    • First time buyers
    • Flexible
    • High loan to value
    • Remortgage
    • Residential
    • Right to buy
    • Self build
    • Self employed
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Accident & sickness
    • Buildings and contents
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Estate planning
    • Long term care
Meet our advisers
Tom Wheatley
Financial Planning Consultant
adviser-person
Russell Ellis
Mortgage & Insurance Consultant
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

Contact us
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.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Compliance

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.

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

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.

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