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  7. Elevate Financial Solutions

Elevate Financial Solutions

Independent Financial Adviser  69 High Street, Beckenham, BR3 1AW
First meeting at adviser's own cost
Professional & friendly financial advice covering Bromley and the surrounding areas.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions review
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Pensions transfer
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Bad credit
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Building your home
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Buy my next home
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Buy to let
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Buying commercial property
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Buying first home
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Buying overseas
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Equity release
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Flexible mortgages
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High loan to value
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Mortgage protection
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Next home / Remortgaging
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Right to buy
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Self-employed mortgages
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Socially responsible investments
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Critical illness
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Income protection insurance
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Life insurance
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Commercial mortgages
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Employee benefits
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Response rating
7.0/10
phone Show number
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FCA authorised
Last authorised 20th June 2022
Meet our advisers
MR Russell Ellis
Mortgage & Insurance Consultant

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.

MR Tom Wheatley
Independent Financial Advisor

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.

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

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

MR Ben Weekes

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.

What our clients say
The team at Elevate Financial Solutions have been amazing in helping me with the remortgage of my property. It was not an easy process due to the fact that my lease had run down so low. But with the help of Julie Elmaz and Ben Weekes the process was smoothed over and everything has now been sorted. I'd highly recommend Elevate for all you financial needs.
Neil Walker, London
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
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.

Where to find us
Head office address: 69 High Street, Beckenham, BR3 1AW
Preferred clients
Minimum wealth (income/assets)
£51,000
Minimum pension value
£51,000
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Compliance

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

Elevate Financial Solutions Ltd. are registered in England and Wales under reference 0831/0798

Registered Office; 69 High Street, Beckenham, BR3 1AW

Make an enquiry Request a call back Recommend to a friend
Response rating
7.0/10
phone Show number
check
FCA authorised
Last authorised 20th June 2022

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