Elite Financial Consulting Ltd

Independent Financial Adviser 6 Atkins Close, City of Bristol, Bristol, BS14 8JS
First meeting at adviser's own cost
Response rating
FCA verified
15th July 2019
Completely impartial advice on everything from Pensions to Estate Planning. "Taylor" made to suit your objectives.
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Estate planning
    • Group pensions
    • Group protection
Meet our advisers
Karen Taylor
Where to find us

6 Atkins Close, City of Bristol, Bristol, BS14 8JS

Make an enquiry
About us

We have recently been awarded the Weathnet top 25 Financial Planning Companies of 2016 Award in recognition of our commitment to client service, satisfaction and quality of advice. Since founding the company in 2010 Elite Financial has continued to flourish, with it's success and sustained development arising primarily from client referral and recommendation.

Our services

As an adviser I understand that individual financial priorities can change and I also recognise that irrespective of economic circumstances, we each have different personal and commercial financial requirements. Therefore, I don't use the one size fits all approach but tailor each financial solution to suit each client's goals and objectives.

Advice methods
  • phoneButton
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
Minimum pension value

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