Elite Financial Consulting Ltd

Independent Financial Adviser  6 Atkins Close, Bristol, Bristol, BS4 5AY
First meeting at adviser's own cost
Completely impartial advice on everything from Pensions to Estate Planning. "Taylor" made to suit your objectives.
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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Unit trusts
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Lump sum
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Small business
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Estate planning
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Corporate pension
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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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Group private medical insurance
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Group risk
Response rating
7.0/10
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FCA authorised
Last authorised 6th July 2020
Meet our advisers
Karen Taylor
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.

Where to find us
Head office address: 6 Atkins Close, City of Bristol, Bristol, BS14 8JS
Preferred clients
Minimum wealth (income/assets)
£20,000
Minimum pension value
£20,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Face to face
Response rating
7.0/10
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FCA authorised
Last authorised 6th July 2020

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