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We are based in London, Cornwall, Plymouth, South West and South East
London: 0203 4093002 Penzance: 01736 360740 Plymouth: 01752 875874

Professionalism - Integrity - Respect
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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.

Our People

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

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

Although Paul is qualified as a Chartered Financial Planner he now only operates as a Personal and Business Protection Specialist and Para-Planner.

Paul’s Financial Services career started in 1989 at Norwich Union as a pension administrator, and then with Scottish Equitable and Standard Life as a Broker Consultant.

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.

Paul joined the team at Elite Wealth Management at the end of 2016 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
Tracey Wood

Tracy Wood DipFA, CeMAP, CeRER

Tel: 01736 360 740
Mobile:
07500 495 688
Email:
tracywood@elite-wealthmanagement.co.uk

Following a full career of 22 years in the Royal Air Force Tracy retrained as a Financial Planning Consultant in 2017 and joined Quilter Financial Advisers (formally Charles Derby) in 2018 at the same time as settling in Cornwall with her husband and young daughter.

Initially specialised as a mortgage adviser; Tracy then became a financial planning consultant in 2020. Passionate about ensuring clients can access sound financial planning and advice without all the jargon she aims to empower all clients with the knowledge that enables them to make informed decisions and become financially resilient for life.

Tracy decided to join Elite Wealth Management as she wanted to be apart of a Cornish company that not only aligns with her own values but one that has a fantastic reputation and is expanding.

Tracy specialises in:

  • Mortgages
  • Equity Release
  • Personal protection
  • Investments
  • Pensions
  • Retirement planning
  • Inheritance Tax planning

email info@elite-wealthmanagement.co.uk

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