PERSONAL FINANCIAL PLANNING

Elevation has designed its service to reflect that its clients are individuals and so very different…

At Elevation our service is geared to work with our clients as individuals, not as a collective. In life, people tend to have individual objectives, needs and aspirations – some of which can be assisted by wealth management. We don’t talk asset allocation or SIPP or other jargon when we meet you. We are interested in you, where you are, your financial fears, aspirations and what you want to achieve; the financial planning part will help fit the bits together.

THE ELEVATION SERVICE

We have an array of planning solutions that can help mould your financial plans into something that will really assist you in getting to where you want to be. Elevation provides private financial planning for:

  • Early financial independence;
  • Funding special events;
  • Protecting your family;
  • School & University fee planning;
  • Funding your retirement;
  • Protecting wealth & investing for the next generation;
  • Mortgage & Equity Release
  • Long Term Care/Later Life Advice

The Financial Conduct Authority does not regulate School & University fee planning.

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
PRIVATE FINANCIAL PLANNING

A Different Perspective

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.