Elite Financial

Independent Financial Adviser  359A Church Road, Bristol, Bristol, BS16 2HS
First meeting at adviser's own cost
If the best advice is "do nothing" that is what I will advise.
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
Bad credit
check
Building your home
check
Buy my next home
check
Buy to let
check
Buying commercial property
check
Buying first home
check
Buying overseas
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
Traded endowment policies
check
Unit trusts
check
Lump sum
check
National savings
check
Regular savings
check
Savings for children
check
School fees planning
check
Accident & sickness
check
Buildings and contents
check
Commercial motor
check
Critical illness
check
Healthcare
check
Home and leisure
check
Income protection insurance
check
Large business
check
Life insurance
check
Payment protection insurance
check
Small business
check
Travel
check
Capital gains tax
check
Estate planning
check
Income tax
check
Taxation planning
check
Commercial mortgages
check
Corporate pension
check
Employee benefits
check
Group ISA
check
Group Pension/Stakeholder
check
Group Protection/Life Insurance
check
Group critical illness
check
Group income protection
check
Group life insurance
check
Group private medical insurance
check
Group risk
check
Long term care
Response rating
9.1/10
check
FCA authorised
Last authorised 28th September 2020
Meet our advisers
Kieran O Connor
What our clients say
Just a word to thank you for our meeting and for all the work you are doing for us.
Mr and Mrs K Lloyd, St.George, Bristol
Thank you for your time last week and for going through the various options. It was very reassuring and helpful, you are a star
Mrs S White, Patchway,Bristol
The service and quality of advice provided by Kieran has been excellent, he was very approachable throughout, down to earth and did not bamboozle us with jargon. We definitely feel that we are in reliable and professional hands.
Mr and Mrs L Noble, Knowle,Bristol
About us

Elite Financial provides entirely impartial advice on a variety of Financial Services and Products including ‘Mortgages’, ‘Savings’, ‘Investments’, ‘Insurance’, ‘Assurance’ and ‘Pensions’ throughout Bristol, The South West and South Wales.

Since inception Elite Financial Consulting has continued to flourish, with its initial success and sustained development arising primarily from client referral and recommendation. As a consequence, our Independent Financial Advisers (IFAs) have had the privilege of representing many of its personal and commercial clients over a long term basis. As a business we are extremely proud of this achievement and in particular, of our reputation as a trustworthy and professional company regionally within Bristol and beyond.

Our services

I am an experienced adviser with Elite Financial Consulting. The best solutions from the whole of the market are always recommended. I advise - not sell. If the best advice is "do nothing" that is what I will advise. The advice I give you now will stand you in good stead for life.

Where to find us
Head office address: 359A Church Road, St. George, City of Bristol, Bristol, BS5 8AQ
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£20,000
Minimum mortgage value
£125,000
Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Response rating
9.1/10
check
FCA authorised
Last authorised 28th September 2020

Similar advisers near you

Independent Financial Adviser 1.26 mi
Independent, Chartered financial planning firm, as well as our normal face to face meeting we are offering online and telephone advice, in response to Coronavirus. We’re here to support you.
 
Restricted - whole of market 1.39 mi
Comprehensive range of financial planning services for employed , self employed and company Directors. Part of Quilter Financial Planning an Award Winning National Network of Financial Planners (1st in 2019 FT Advisers Top 100 Financial Advisers Awards) An initial no obligation meeting is always at our expense.
 
Independent Financial Adviser 1.48 mi
More than 20 years experience helping people achieve their financial goals - everything from pensions to buying a home.
 
Independent Financial Adviser 2.04 mi
Providing experienced financial advice remotely - friendly, ethical, knowledgeable and professional. Alexander House can look after all your financial needs.