Business Details
17 Years
experience
Trusted Financial Advisers in London & Cornwall
Established in 2009, Elite Wealth Management has built a reputation as a trusted provider of independent financial advice. Our team of fully qualified advisers combines decades of collective experience with a commitment to transparency and client-centric service. Specialising in pensions, investments, and wealth management, we work closely with private individuals and corporate clients to develop tailored strategies that evolve with changing circumstances. Backed by rigorous professional qualifications and regulated by the Financial Conduct Authority, we prioritise long-term relationships over short-term gains.Our approach integrates tax planning, estate management, and protection services to deliver comprehensive solutions. With offices in London, Penzance, and Plymouth, we serve clients across the UK while maintaining personal connections through face-to-face consultations and collaboration with accountants and solicitors. Our fee structure remains transparent, and our recommendations are always aligned with clients' best interests rather than institutional partnerships.
Services
Personal Pensions
Corporate Financial Planning
Mortgages
Investments
Inheritance Tax Planning
Wealth Management
Equity Release
Protection Services
Details
- Year established: 2009
Highlights and features
- We have operated as independent financial advisers since 2009
- Our team holds full FCA-regulated qualifications and industry certifications
- We maintain transparent fee structures with no hidden charges
- We collaborate with accountants and solicitors for comprehensive financial planning
- We provide ongoing portfolio reviews and strategy adjustments
Associations and certifications
- Financial Conduct Authority
What people say
Straightforward to deal with
Honest and efficient
Genuine trust
Extensive knowledge
Personalised guidance
Services
Personal Pensions
We specialise in creating tailored pension strategies that adapt to changing life circumstances. Our advisers help clients navigate pension freedoms legislation while optimising tax efficiency. With regular portfolio reviews and market analysis, we ensure retirement plans remain aligned with evolving financial goals and regulatory changes.
Corporate Financial Planning
Our corporate services focus on developing comprehensive financial strategies for business owners. This includes director pension protection, employee benefit schemes, and commercial insurance solutions. We work alongside company accountants to create tax-efficient structures that support business growth and succession planning.
Investments
We help clients build diversified investment portfolios aligned with their risk tolerance and financial objectives. Our approach combines market analysis with regular performance reviews to ensure investments remain on track for long-term growth. We simplify complex investment structures while maintaining cost-effectiveness.
Inheritance Tax Planning
Our tax planning services focus on minimising inheritance tax liabilities through strategic wealth distribution. We specialise in family investment trusts and estate planning solutions that protect assets for future generations. Regular reviews ensure plans remain compliant with changing tax legislation.
Mortgages
We provide mortgage advice tailored to individual circumstances, including residential and buy-to-let options. Our independent status allows access to the whole market to find suitable solutions. We explain complex mortgage products clearly while considering long-term affordability.
People
Alan Powell
Director and Founder
Established Elite Wealth Management in 2009 after working with Prudential and major banks. Recognised as a top IFA in the South West, he combines industry experience with a client-focused approach to financial planning.
Questions
What financial services do you specialise in?
We specialise in pensions, investments, mortgage advice, inheritance tax planning, and corporate financial strategies. Our independent status allows us to provide unbiased recommendations across the whole market.
How are your advisory services regulated?
We operate under Financial Conduct Authority regulation and maintain rigorous professional standards. All advisers hold relevant qualifications and follow strict ethical guidelines for client protection.
Do you work with other professional advisers?
Yes, we collaborate with accountants and solicitors to provide comprehensive financial solutions. This integrated approach ensures all aspects of clients' financial affairs are coordinated effectively.
What areas do you cover?
We operate from London, Penzance, and Plymouth offices, serving clients nationwide. Our services cater to both local and national private individuals and business owners.
How do you charge for your services?
We offer transparent fee structures with no hidden charges. Payment options include commission-based arrangements, fixed fees, or a combination, all agreed in writing before any work commences.
How do you maintain client relationships?
We prioritise long-term relationships through regular portfolio reviews and strategy adjustments. Our approach focuses on understanding clients' evolving needs to provide continuous, personalised financial guidance.
Reviews (5)
Tim Dwelly
Sep 04, 2021
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Thanks Alan for a proactive can-do approach to our investments. Strongly recommend EWM for charities and individuals
Ian Smith
Sep 19, 2018
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Elite wealth management have looked after my investments for years. During that time, they have offered excellent advice and helped me to realise my financial goals and achieve a sound future for myself and my family. If you are looking for financial advice, you need look no further.
Suresh Bahl
Aug 18, 2018
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Many thanks to Alan at Elite wealth management, because of the investments we have made with you, we have been able to support our four daughters through post-secondary education. We appreciate the guidance that you have provided in helping us make sound financial decisions.
Scaffolding Oxfordshire
May 31, 2018
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This is what financial advisers should do! I have never had this kind of experience in the past with financial advisers and this is the kind of service I have been looking for. Its nice to have one place to come to, without being too large or institutional. I feel like you know the whole picture and if anything happened to me now, I know my family will be looked after.
Tom Jones
May 28, 2018
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Elite wealth management has taken the burden of financial worries off my shoulders. I can relax and enjoy life, knowing my affairs are being taken care of by someone I can trust.
