Our Clients
There are times when it can prove difficult to establish your true financial needs, which is why we provide advice in a friendly and understandable manner.
Elite Wealth Management has been built based on honesty, reliability and an excellent service. Many of our clients have personally trusted us for over 11 years with each adviser fully qualified and with many year’s experience.
Elite Wealth Management offer both personal and corporate advice on a whole range of financial services including the following:
Personal
- Retirement and pension planning which includes facilitating Company Final Salary transfers
- Investing for capital growth or income
- School fees planning
- Tax planning and mitigation*
- Protection against critical illness
- Income protection
- Inheritance and succession planning
- Long-term care
- Private medical insurance*
- Family protection life assurance
Corporate
- Employee benefits implementation and management
- Director’s pension and protection benefits
- Flexible employee benefits menu systems
- Pension schemes
- Group income protection
- Group Private Medical Insurance
- Group death-in-service and dependants benefit schemes
- Partnership and directors share protection
- Key person business protection
- Relevant Life protection
- Advice for your employees if required
*The Financial Conduct Authority (FCA) does not regulate all of these products and services
