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.