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
7.0/10
FCA verified
19th November 2018
Completely impartial advice on everything from Pensions to Estate Planning. "Taylor" made to suit your objectives.
We can advise you on
    • Corporate pension
    • Group critical illness
    • Group income protection
    • Group life insurance
    • Group pensions
    • Group private medical insurance
    • Group protection
    • Group risk
    • Wealth management
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Small business
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Lump sum
    • Regular savings
    • Savings for children
    • School fees planning
    • Estate planning
Meet our advisers
adviser-person
Karen Taylor
Where to find us

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

Contact us
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
    Telephone
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£20,000
Minimum pension value
£20,000

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