Business Details
Trusted Financial Advisers in Stoke-on-Trent
Elite Financial Solutions is a dedicated team of highly qualified financial advisers specialising in mortgages, protection insurance, retirement planning, and investments. With over 20 years of industry experience, our principal adviser, Janette Bailey, brings extensive expertise from property and banking sectors to deliver tailored financial strategies. We prioritise face-to-face consultations and personalised service, ensuring clients receive clear, jargon-free guidance aligned with their unique circumstances.As an appointed representative of The Openwork Partnership, regulated by the Financial Conduct Authority, we uphold rigorous professional standards. Our approach combines access to a wide range of UK lenders with proactive client communication, including weekly updates on application progress. We specialise in demystifying complex financial processes, from mortgage selection to inheritance tax planning, while maintaining a steadfast focus on client satisfaction and long-term financial security.
Services
Mortgages
Protection Insurance
Retirement Planning
Investments
Savings
Highlights and features
- We offer 20+ years of specialist financial advisory experience
- Tailored advice aligned with individual client circumstances
- Access to mortgage deals from leading UK lenders
- Weekly progress updates during application processes
- FCA-regulated for professional integrity and client protection
Associations and certifications
- Financial Conduct Authority
Services
Mortgages
We provide expert mortgage advisory services, helping clients navigate hundreds of deals from leading UK lenders. Our FCA-regulated team offers face-to-face consultations to identify the most suitable mortgage products based on individual financial circumstances. With access to exclusive deals and a deep understanding of property markets, we streamline the application process while ensuring clients fully understand their commitments.
Protection Insurance
Our protection insurance services safeguard clients against life's uncertainties through tailored life, critical illness, and income protection policies. We help families secure financial stability in case of unexpected events, offering comprehensive coverage options that extend to inheritance tax planning. Our advisers ensure policies align with clients' long-term financial goals while maintaining affordability.
Retirement Planning
We specialise in creating retirement strategies that maximise financial security while minimising risks. Our services include pension consolidation, income planning, and investment management tailored to individual retirement timelines. We explain complex financial instruments in plain language, helping clients make informed decisions about their post-work life finances.
Investments
Our investment advisory services focus on building diversified portfolios aligned with clients' risk tolerance and financial objectives. We offer guidance on various investment vehicles, from ISAs to equity funds, with regular portfolio reviews to adapt to changing market conditions. Our approach balances growth potential with capital preservation strategies.
Savings
We develop customised savings strategies to help clients achieve short and long-term financial goals. Our services include cashflow analysis, budgeting frameworks, and high-interest account recommendations. We specialise in creating savings plans that integrate seamlessly with broader financial objectives, ensuring liquidity while maintaining growth potential.
People
Janette Bailey
Principal Financial Adviser
With over 20 years' experience in financial services, Janette specialises in mortgage and investment solutions. Her expertise spans property markets and banking sectors, holding Financial Planning certificates and MAQ qualifications to deliver comprehensive client advice.
Questions
What financial services do you specialise in?
We specialise in mortgages, protection insurance, retirement planning, and investment solutions tailored to individual client needs.
Are you regulated by financial authorities?
Yes, we are an appointed representative of The Openwork Partnership, authorised and regulated by the Financial Conduct Authority.
How do you personalise financial advice?
We conduct face-to-face consultations to understand your unique circumstances, then create tailored strategies using our access to multiple lenders.
What mortgage options are available?
We offer access to hundreds of mortgage deals from leading UK lenders, with expert guidance through the entire application process.
How do you support retirement planning?
We provide comprehensive retirement planning services, explaining investment options in plain language to ensure financial security in later life.
