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Head Office: 01736 360740 | London: 0203 409 3002 | Plymouth: 01752 875 874 | E: info@elite-wealthmanagement.co.uk

Offices in Cornwall, Plymouth and London
  • About Us
    Elite Wealth Management is a firm of independent financial advisers specialising in providing advice on Personal and Corporate Pensions, Investments, Inheritance Tax planning, Corporate, Wealth and Personal Protection.
  • Our Clients
    Elite Wealth Management has been built based on honesty, reliability and an excellent service. Many of our clients have personally trusted us for nearly 10 years, and throughout this period we’ve developed many good friendships and professional connections.
  • Private Clients
    The foundation of the service Elite Wealth Management provide to our clients is built on developing a long-term relationship that enables us over time to recommend the appropriate adjustments required to our clients' financial planning strategy as events inevitably change.
  • Corporate Clients
    Elite Wealth Management provides business owners with corporate financial planning advice in addition to looking after their own personal financial affairs. We work in conjunction with other professional advisers that assist our clients' businesses, including accountants or solicitors.
  • Our Services
    Managing your accumulated wealth and ensuring the financial security of yourself and your loved ones eases the stresses of day-to-day living and allows a level of comfort which may otherwise be difficult to achieve.

Our Director and founder Alan Powell established Elite Wealth Management back in 2009.

After working for Prudential and a number of Banks he realised he could offer better value to his clients by becoming Independent and offering bespoke solutions.

Elite Wealth Management is now firmly positioned as a premier provider of bespoke independent financial advice to both private and corporate clients. Through Vouched For Alan was voted top IFA in the South West and 8th in the country and appeared in the Sunday Times Financial supplement. Based in Cornwall and London, we understand the major financial decisions you make will have significant and life-changing consequences. It is therefore essential that you seek professional independent financial advice from people you can trust.

Please browse our website to find out more about who we are, our level of knowledge, experience and expertise, and how we conduct business. For further information, please contact us.

The Elite Wealth Management team take great pride in the way they work in partnership with our clients, and other professional advisers such as solicitors and accountants, to meet their financial aspirations, and we recognise the importance of providing long-term, ongoing assistance and guidance.

Professionalism - Integrity - Respect

 
VouchedFor rating and reviews for Alan Powell, IFA PENZANCE

Chamber of Commerce

 

Protection

Wealth and personal protection is an essential must-have to secure the future for both you and your family if an unexpected life event happens. The security and opportunity your wealth brings can be protected for generations, but there are many things to consider.

Pensions

The individual and group pensions market is an ever-changing world, especially with the introduction of the pensions freedom legislation, and it can be difficult to keep track of what options are available with regards to your retirement planning.

Investments

Typically, many of our clients may want to invest money on a regular basis to build up a capital sum for the future. You might be planning for your retirement, looking to generate investment income to top up your pension or saving for a deposit to buy a property.

3 Things you’ll like about Generation Wealth

Client Testimonials

"I have known Alan Powell for approximately 9 years, firstly as a representative of Halifax Financial Services and latterly on his own account as Elite Wealth Management. In that time I have found him straightforward to deal with. He has, consistently, provided accurate information and sensible advice about the performance of my personal pension arrangements. I would have no hesitation in recommending his services to others."

Marcus Wilkinson – director Alfred Smith & Son Ltd

"we have been using Alan Powell’s services as a financial adviser for approximately 9 years and the directors have found him straightforward to work with, honest and efficient.  Alan manages Altcom’s pension fund and provides advice on a wide variety of financial issues."

John Cowles – director Altcom Ltd

"your knowledge and experience of financial affairs has helped enormously and it has given me great confidence in your ability. I have to trust the people around me and I can say that I have learnt to trust the advice you have given."

Peter Hall

"I have known Alan for many years in a professional capacity, and would happily recommend him, and have in fact done so. Alan is very efficient, with high level experience and knowledge of tax planning, pension funds and investments. Whilst I am an accountant, these are specialist areas which require expertise and as such need to be managed by qualified professionals. In addition to his financial planning skills, Alan is very personable and able to communicate at all levels, which is extremely important in ensuring that clients feel comfortable and have confidence."

Angela Stevens ACCA – director Open Management Consultancy Ltd

"Alan Powell. What can I say? In my 30 years in Financial Services, in my various management and Director roles, having met with thousands of people in the industry, interviewed hundreds of "advisors", gave positions to a lot lot less, Alan Powell is the one that got away for me. He is the most honest, customer centric person that I have ever, ever met in this industry. I have coached many advisers onto greatness. I have assisted many to break through their ceiling but Alan Powell is the only truly gifted one amongst them. The best thing is, he doesn't know it! If you are a work colleague of Alan's, its not easy because he demands a lot, but put up with him. You will learn a more from Alan than any course or book. If you are a client, have no fear as Alan will do you no wrong. A great, great guy and one I am proud to say that I have known for many years. I am extremely proud of Alan and his achievements and only pleased that I may, may have helped him in some small way. "

Steve Underwood Manager – People Developer and Business Driver, Torquay and The South West

Accounting Freedom have worked with Elite Wealth Management for several years and have always found them to be both personable and professional while demonstrating a wide-ranging and in-depth knowledge of their field. The feedback from our clients has been nothing but positive and we would recommend Elite Wealth Management to anyone looking for independent financial advice.

Simon Dimmick – Accounting Freedom, Oxford Street London

Alan helped me when my business was a mess and I will always be grateful for his patience and understanding. I now have a very good pension and protection plan in place and would recommend him to anyone in fact I have on a number of occasions.

Nick HB, Truro

My husband used a local adviser and when he died I did not know what I was doing. After a number of years my accountant was not happy with the investments i had inherited, the high charges I was paying and the lack of contact I was getting from the adviser so my Accountant recommended Elite Wealth Management. I had investments with 22 different companies and average annual charges of 2.8%. I never understood any of this and I was totally confused. Alan explained everything in detail in what his recommendations were in order to match what I was wanting for myself and my beneficiaries. The investments are now simplified with one statement, the charges are below 1%, I get reviews regularly and my accountant is a lot happier

Mrs JL, West Cornwall

Treating Customers Fairly

Elite Wealth Management and our advisers are regulated by the Financial Conduct Authority (FCA), and we are happy to work within a regulated environment which prioritises the interests of consumers.

Elite Wealth Management and their advisers have satisfied the rigorous criteria relating to professional qualifications and ethical good practice. You can therefore be confident that you are dealing with one of the UK's leading firms that are wholly committed to providing you with the best possible advice, service and support.

Our Address

Head Office Address:
Elite Wealth Management,
Chy an Brea, Hea Road,
Heamoor, Penzance,
Cornwall TR18 3HB

Tel: 01736 360740
Fax: 01736 363751
Email: info@elite-wealthmanagement.co.uk

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