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

Offices in Cornwall, Plymouth and London

Our People

Our people are very important to us, as is making certain we provide you with the best possible professional financial advice. Below is a short biography for each of our colleagues together with their contact telephone number.

Alan Powell

Alan Powell, Director

Tel: 01736 360740, Mobile: 07879 836 785, Email: alanpowell@elite-wealthmanagement.co.uk

Elite Wealth Management, founded by Alan Powell, the Managing Director believes that the three simple principles that this company adheres by are the foundations of its success.

Alan has worked for a number of well known UK institutions as a tied agent for the likes of Prudential, Lloyds TSB and HBOS. He later developed his profession as an Independent financial adviser working for Towry Law UK, covering the whole of Cornwall and Towry Law International, looking after high net worth expat clients in South Africa and The Middle East, before deciding to start his own business back in Cornwall.

Over the years he has gained extensive knowledge and excellent training in:

  • Trust work and Inheritance Tax Planning
  • Pension and Retirement planning
  • Corporate, Director and Personal planning
  • Tax efficient investments, offshore and onshore
Mike Barnes

Mike Barnes, Senior Adviser, covering London and the South East

Tel: 0208 303 6390, Mobile: 07946 253 944 Email: mikebarnes@elite-wealthmanagement.co.uk

After leaving The British Army, Mike's professional Financial Services career started at Royal London in 1998 as a Financial Adviser, specialising in personal advice.

His career then took him to Barclays Bank as an Independent Financial Adviser as a Senior Associate, advising overseas on expat high net worth clients in Belgium and Portugal.

On his return to the UK, Mike decided to join the team at Elite Wealth Management as a Senior Associate covering London and the South East, because he believed in the company's principles of Professionalism, Integrity and Respect.

Mike prides himself in getting to know his clients' needs and enjoys making the sometimes confusing and overwhelming financial world a much more comfortable place for them.

Over the years, he has gained extensive knowledge and excellent training in:

  • Personal and Corporate Protection
  • Personal and Corporate Pension and Retirement Planning
  • Corporate, Director and Personal investment Planning
  • Offshore Pensions
Guy Pearson

Guy Pearson, Senior Adviser, covering London and the South West

Tel: 0208 892 7272 Mobile: 07970 528 285 Email: guypearson@elite-wealthmanagement.co.uk

Guy started his financial career as a tied agent with the MI Group in 1990 and then with Old Mutual Wealth.

He set up as an independent Financial Adviser in 1997 under the name Quadrant IFA before joining the team at Elite Wealth Management in February 2015 and continues to provide trustworthy, independent advice.

Over the years, Guy has gained extensive knowledge and excellent training in:

  • Trust work and Inheritance Tax Planning
  • Pension and Retirement Planning
  • Corporate, Director and Personal Planning
  • Tax Efficient Investments, Offshore and Onshore
Paul herd

Paul Herd APFS, Chartered Financial Planner

Tel: 0208 892 7272 Mobile: 07847 715 893 Email: paulherd@elite-wealthmanagement.co.uk

Paul’s Financial Services career started in 1989 at Norwich Union as a pension administrator where he learned the basic principals and fundamentals of personal and corporate pensions together with investment and fund management.

Following the Plymouth branch closure, Paul joined Scottish Equitable (now Aegon) where he trained to become a broker consultant. His first position took him to Nottingham for a couple of years, but the draw of the West Country soon brought him back where he moved to Standard Life and continued to support Plymouth financial advisers.
Paul soon saw the benefits of the financial adviser role and became an Independent Financial Adviser himself in 2003 where he built his business, advising clients on their pensions and investments. During this time he undertook numerous exams and eventually attained the coveted Chartered Financial Planner title, which is recognised as the industry gold mark.

Paul has recently decided to join the team at Elite Wealth Management as a Protection Specialist, because he liked the professionalism and support on offer. He identified this company as ‘going places’ and wanted to help grow it more.

Paul prides himself in explaining complicated and technical matters in understandable plain English and working as part of a team.

Over the years, he has gained extensive knowledge and excellent training in:

  • Personal and Corporate Protection
  • Personal and Corporate Pension and Retirement Planning
  • Corporate, Director and Personal investment Planning
  • Estate planning and family wealth management

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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