Financial Adviser Cornwall

Our clients are at the centre of everything we do. We provide professional financial advice for our clients in Cornwall, and Nationwide.

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Elite Wealth Management Ltd – Financial Adviser Cornwall – About Us

Services We Offer:

As Independent Financial advisers in Cornwall, Elite Wealth Management Ltd provide impartial, professional advice on all areas of Financial Planning including:

  • Wealth Management & Wealth Creation
  • Savings & Investments, (ISAs etc)
  • Pensions & Annuities
  • Auto Enrolment
  • Inheritance Tax Planning
  • Capital Gains Tax
  • Trust Works
  • Personal & Business Protection Needs
  • Partnership Protection
  • Shareholder Protection
  • Key Person Insurance
  • Protecting your future
financial adviser Cornwall - all financial advice across Cornwall and beyond. Elite Wealth Management Ltd are professional financial advisers in Cornwall specialising in full financial reviews and wealth management. Financial adviser Cornwall. Professional advice you can trust.

As a well established Financial Advice Practice, we are proud to offer a bespoke and truly independent, whole of market service to our clients. We specialise in all areas of Financial Planning, keeping the best interests of our clients at the heart of everything we do.

 

Some of the services we offer:

Savings & Investments

When selecting savings and investments products, it’s essential to consider your individual circumstances, immediate requirements and future plans. Investing money needs careful consideration and you need to be absolutely sure of the risks involved. In the current economic climate many people are no longer getting the same level of return on their savings in banks and building societies they used to. It’s always a good idea to get solid, independent, but above all personal advice from a qualified professional like the financial advisers at Elite Wealth Management Ltd. Whether you’re thinking about investing a lump sum or a regular amount, have a portfolio that hasn’t been reviewed for a while, or simply are not getting the returns you used to – we can help.

The value of units can fall as well as rise, and you may not get back all of your original investment.

 

Pensions

It has never been more important to select a suitable private pension for retirement planning. Most of us are living much longer and state pensions are not enough to live on. But with so many different products available, which one is right for you? Personal Pensions can be very complicated. The wrong choices could have serious consequences, whereas the right choice can offer a very secure future. It’s important to plan ahead for your retirement and as we are not tied to any bank or pension provider, and can present all of your options clearly, to help you select the best available product and provider for you as an individual.

 

Personal & Business Protection

Business protection is all about insuring for the unexpected. It’s a way of protecting your business if something goes wrong. The same goes in your personal life. Life is never predictable. Unfortunately, some surprises in life and/or business are more welcome than others. During emotional and tough times, financial worries can simply escalate the challenges facing you and your family. With a bit of forward planning and the right protection products on your side, some peace of mind can be restored, leaving you to focus on what’s really important. To get the right answers to your personal circumstances, it’s usually best to call in professional advice.

 

Inheritance Tax Planning

If you want your family to benefit, rather than the government then you will need help to organise a solution that is tailored specifically to your assets, your aspirations and your family. Elite Wealth Management Ltd can help you with this and explain in detail why it is so important to have a tailored solution for your assets. The Individual Inheritance Tax Allowance for tax year 2016/2017 is £325,000, which if you would like to discuss further we are here to help you.

 

Get In Touch!

Contact us today for a no obligation, Independent, Whole of Market quotation.

Financial Adviser Cornwall – Elite Wealth Management Ltd

01736 360740 or alanpowell@elite-wealthmanagement.co.uk

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