1. Home
  2. breadcrumb-arrow
  3. Find an adviser
  4. breadcrumb-arrow
  5. West Midlands
  6. breadcrumb-arrow
  7. West Midlands
  8. breadcrumb-arrow
  9. Birmingham
  10. breadcrumb-arrow
  11. Elevation Investment Management

Elevation Investment Management

Independent Financial Adviser  Elevation Investment Management, West Midlands, B35 7AZ
check
FCA authorised
Last authorised 29th November 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
check
Annuity purchase
check
Auto enrolment
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Stakeholder
check
Building your home
check
Buy my next home
check
Buy to let
check
Buying commercial property
check
Buying first home
check
Equity release
check
Flexible mortgages
check
High loan to value
check
Next home / Remortgaging
check
Right to buy
check
Self-employed mortgages
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Offshore investments
check
Socially responsible investments
check
Unit trusts
check
Lump sum
check
National savings
check
Regular savings
check
Savings for children
check
School fees planning
check
Critical illness
check
Income protection insurance
check
Life insurance
check
Capital gains tax
check
Estate planning
check
Income tax
check
Taxation planning
check
Commercial mortgages
check
Corporate pension
check
Employee benefits
check
Group Pension/Stakeholder
check
Group Protection/Life Insurance
check
Group critical illness
check
Group income protection
check
Group life insurance
check
Group risk
check
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
£0
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face

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

Similar advisers near you

TFA Group-Stuart Mair
Independent Financial Adviser 1.24 mi
I provide Peace of Mind and Reassurance to my clients. Ensuring that if the worse happens to them they have the right protection insurance policies in place. To provide security for them their families and businesses, should the worse happen to them.
 
See profile
LifeSearch
Independent Financial Adviser 1.4 mi
We're experts, we care, we're here so you can protect the life you love.
 
See profile
Plan with Neil
Independent Financial Adviser 2.18 mi
I am the IFA with a difference. I focus on increasing your financial happiness by understanding your goals and objectives. I am transparent about my fees and I do not charge an upfront fee. I offer great value independent financial advice.
 
See profile
Ingenious Financial Solutions
Independent Financial Adviser 2.56 mi
We provide sound, financial solutions for our client's needs for today and for their future.
 
See profile