Elevation Investment Management

Independent Financial Adviser  Elevation Investment Management, West Midlands, Birmingham, B35 7AZ
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FCA authorised
Last authorised 3rd May 2021
Always a FREE - No Obligation -initial meeting. Give us a call on <phone number hidden> for a friendly chat
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 & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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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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Equity release
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Flexible mortgages
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High loan to value
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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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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Commercial mortgages
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Corporate pension
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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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Group critical illness
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Group income protection
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Group life insurance
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Group risk
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Long term care
Meet our advisers
MR Matthew Black Dip PFS
Independent Financial Adviser
MR Tony Smith Dip PFS
IFA and Director
MR Andy Wheeler APFS
Independent Financial Adviser
MR Adam Cuthbert Dip PFS
IFA and Director - Elevation Investment Management (East Midlands) Ltd
MR Andrew Jones FPFS
Practice & Compliance Director
MR Stuart Emerson Dip PFS
Later Life Adviser
MRS Sarah Ryley Dip PFS
Independent Financial Adviser
About us

Always a FREE - No Obligation -initial meeting.

We have a range of highly qualified advisers specialising in various areas including managing and mitigating income & corporation tax. Pensions & Investments advice tailored around your needs and objectives. Advice on selling or retiring from your Business.

Our services

We have a team of 7 advisers specialising in a variety of areas - from Corporate Pensions, to Mortgages and specialist Later Life planning.

Our medium size gives us flexibility to really know our clients and yet always be available, should you need to talk to someone quickly.

Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£20,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Face to face

Elevation Investment Management, Unit 1, Marlin Office Village, 1250 Chester Road, Castle Vale, West Midlands, Birmingham, B35 7AZ

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