ABOUT ELEVATION

Integrated and Specialist Advice for
Corporate & Private Individuals

Elevation offers a personal and discreet financial planning service that aims to deliver integrated and specialist funding advice for corporate and private individuals. Elevation benefits by being able to deliver a ‘boutique’ access to financial solutions – whilst ensuring, through significant investment in systems and controls, that diligence is ever-present in the process of advice and product selection.

With a suite of ongoing planning packages to select from, Elevation will provide structured and consistent ongoing planning to support initial advice and implementation.

THE ELEVATION SERVICE

At Elevation our service is geared to work with our clients as individuals, not as a collective.

Fundamentally, people do tend to have similar needs and ambitions. For example, financial security before and after retirement. However, due to different life experiences as well as individual means and tastes means the solutions can be quite different.

MEET THE TEAM

With offices in Birmingham, London and Nottingham, Elevation Investment Management Limited provides business and private individuals with clear, independent advice with professionally managed financial solutions.

Tony Smith

Group Managing Director

Tony is Group Managing Director, with over 28 years experience as a qualified Financial Adviser. He is the main shareholder in the privately owned Elevation Group, which has trebled in size since 2011. The strategy, growth and delivery of both private and corporate client propositions also falls within Tony’s responsibilities.

Tony has extensive professional knowledge in the SME market and also uniquely personal as well as professional Mergers & Acquisitions experience. The blend of professional knowledge and corporate experience demonstrated, offers clients of Elevation access to an extensive base of professional financial advice for both corporate and private client financial planning.

Andrew Jones

FPFS Chartered Financial Planner | Practice and Compliance Director

Andrew joined Elevation in January 2013 as our Practice & Compliance Manager. He has over 25 years experience of financial services and holds the Chartered Financial Planner qualification. Andrew worked in the life company sector in a variety of roles and locations before moving to the IFA sector in 2010. Andrew has overall responsibility for compliance and administration at Elevation and is a Pension Transfer specialist. Andrew was appointed as a Director in 2015.

Debbie Hannigan

Senior Client Servicing

Debbie joined the Elevation team in December 2012.

This followed the acquisition of Ellerton Knight’s financial services division, where Debbie had worked for the past 23 years as a Senior Administrator. We are pleased that her administrative support to these clients now continues with Elevation.

As such she has a wealth of experience and knowledge within the financial services industry and is therefore confident in handling, dealing and liaising with clients on all aspect of their financial planning needs.

Customer Testimonials

I just wanted to email and say thank you for the way in which you conducted my recent pension transaction. The whole process was handled in a professional but friendly manner. Also the speed from initial instruction to completion was exceptional. A well done from me to all the Elevation Team.

Martin S, Private Client

We have known our Adviser for around 20 years, during which time we have been very pleased and grateful for his sound advice and guidance regarding our financial affairs. We would have no hesitation in recommending him.

Natalie & Stephen H, Private Clients

“Elevation were referred to us when we were looking at our options. I wanted an IFA firm that would provide a personal service and add real value to providing financial advice for my staff. We have been very pleased with the service provided , which is evolving as a partnership rather than a standard supplier relationship.

Geoff C, Managing Director

Elevation Investment Management Ltd. Registered in England & Wales No. 04794182. Registered Address: Unit 1, Marlin Office Village, 1250 Chester Road, Birmingham, B35 7AZ. Authorised and regulated by the Financial Conduct Authority. We are entered on the Financial Services Register No. 456358 at www.register.fca.org.uk. The information contained within the website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK.

Should you have cause to complain, and you are not satisfied with our response to your complaint you may be able to refer it to the Financial Ombudsman Service, which can be contacted as follows: The Financial Ombudsman Service Exchange Tower, London, E14 9SR. Tel: 0800 023 4567 or 0300 123 9 123 or www.financial-ombudsman.org.uk.

All calls to and from our landlines are recorded to meet regulatory requirements.