Elevation Investment Management

Independent Financial Adviser Elevation Investment Management, Unit 1, Marlin Office Village, 1250 Chester Road, Castle Vale, West Midlands, Birmingham, B35 7AZ
FCA verified
17th June 2019
Always a FREE - No Obligation -initial meeting. Give us a call on for a friendly chat
We can advise you on
    • Commercial mortgages
    • Corporate pension
    • Employee benefits
    • Group critical illness
    • Group income protection
    • Group life insurance
    • Group pensions
    • Group protection
    • Group risk
    • Wealth management
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • 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
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Long term care
Meet our advisers
Sarah Ryley Dip PFS
Independent Financial Adviser
Andrew Jones FPFS
Practice & Compliance Director
Adam Cuthbert Dip PFS
IFA and Director - Elevation Investment Management (East Midlands) Ltd
Stuart Emerson Dip PFS
Later Life Adviser
Andy Wheeler APFS
Independent Financial Adviser
Tony Smith Dip PFS
IFA and Director
Matthew Black Dip PFS
Independent Financial Adviser
Where to find us

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

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.

Advice methods
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
Minimum pension value
Minimum mortgage value

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