Elevation Investment Management (East Midlands) Limited

Independent Financial Adviser  29 St. Helens Road, Nottinghamshire, NG2 6EX
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FCA authorised
Last authorised 6th December 2021
We are straight talking and will give you all the information you need to make an informed decision.
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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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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Traded endowment policies
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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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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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Long term care
Meet our advisers
MR Adam Cuthbert
Director
About us

At Elevation, our service is designed to reflect the clients we serve. People tend to share fundamental needs, with financial security for family, themselves and where appropriate their business, being at the centre of any financial planning requirements.

We have built our practice on being able to deliver advice and solutions that take account of individual and different perspectives. Broad technical qualification, the blend of extensive experience and progression, rounded off by a genuine interest in working with people as individuals, is what makes Elevation feel that bit different.

Our services

We advise on all aspects of financial planning, from investment strategy and tax planning through to pensions, retirement and protecting wealth. Our forte lies in giving bespoke investment advice of a diverse nature. Individual advice tailored to a clients specific needs is of utmost importance, and this sits at the heart of our overall ethos when building and maintaining long term professional relationships with my clients.

Preferred clients
Minimum wealth (income/assets)
£101,000
Minimum pension value
£51,000
Minimum mortgage value
£0
Advice methods
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    Telephone
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    Face to face

29 St. Helens Road, West Bridgford, Nottinghamshire, NG2 6EX

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