Elevation Investment Management (East Midlands) Limited
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Business
- Commercial mortgages
- Group critical illness
- Group income protection
- Group life insurance
- Group pensions
- Group protection
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Financial planning
- Wealth management
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Investments
- Ethical investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Socially responsible investments
- Traded endowment policies
- Unit trusts
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Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
- Stakeholder
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Insurance & protection
- Accident & sickness
- Critical illness
- Healthcare
- Income protection insurance
- Life insurance
- Payment protection insurance
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Savings
- Lump sum
- National savings
- Regular savings
- Savings for children
- School fees planning
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Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
- Taxation planning
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Long term care
- Long term care
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.
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.
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