Elite Wealth Management

Independent Financial Adviser  Chy an Brea, Cornwall, Penzance, TR18 3HB
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FCA authorised
Last authorised 10th May 2021
A highly dedicated team of advisers that always put the clients first
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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National savings
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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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Buildings and contents
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Commercial motor
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Critical illness
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Healthcare
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Home and leisure
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Income protection insurance
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Large business
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Life insurance
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Payment protection insurance
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Small business
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Travel
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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EEA
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Rest of world
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Corporate pension
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Employee benefits
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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
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Long term care
Meet our advisers
MR Alan Powell
Director
About us

“Elite Wealth Management specialise in giving bespoke independent financial advice to both private clients and corporate clients. We consider ourselves to be strategic planners and only advise after carefully considering your financial objectives, personal goals, affordability and your attitude to risk. For our personal clients we look at Retirement planning, Investing in the most tax efficient manner for growth and/or income, Inheritance Tax planning with or without the use of trusts and Life Protection planning in case of premature death or critical illness. For Business owners/Company Directors we look at Group Company Pensions, Individual Executive Pension planning, Tax Efficient investments and Business Risk Protection such as protecting a Keyman or themselves for the benefit of the company or their families. Our core values which we all adhere to are: Professionalism, Integrity and Respect.

Our services

Our primary objective is to steer clients through the maze associated with each area of the financial planning process. Our philosophy is simple: "Your financial affairs in a safe pair of hands.”

Our approach and expertise has seen us appear in the Sunday times Supplement and our bespoke proposition remains popular with both existing and new clients. We have a team of highly qualified pension and investment specialists who can help guide you through your options now, and on an ongoing basis.

Preferred clients
Minimum wealth (income/assets)
£20,000
Minimum pension value
£20,000
Minimum mortgage value
£0
Advice methods
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    Online (Live chat, video, email)
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    Face to face

Chy an Brea, Hea Road, Heamoor, Cornwall, Penzance, TR18 3HB

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