If you want old-fashioned, personal and courteous service, where your requirements are paramount and meticulously monitored, look no further than the partners at Elite Wealth Management. Their appellation could not have been more aptly chosen!
It will be no surprise therefore that I have every confidence in their financial acumen and recommend them whole-heartedly to anyone needing monetary assistance of any kind.
W B James Chartered Accountant - Leicestershire
My father came under the influence of SJP in his declining years, too late for his guiding partner to achieve much. His widow continued under SJP’s aegis and good investment advice provided gratifying results. I put myself under the wing of the same partner in the early ‘90s. Getting rid of a large, mixed portfolio relieved me of a lot of paperwork and provided a steady income to augment pensions. In the fullness of time my affairs were handed over to Elite Wealth Management Ltd, a partner of SJP, where John Hole has continued the good work initiated by his predecessors. I am very satisfied with the way my finances are managed and can recommend Elite Wealth management Ltd for its efficient and courteous help.
I N M MacDonald - London
Financial concerns remain with you throughout the early years, middle years and retirement years. It is essential that good financial advice is on hand.
We are fortunate to have met Stephen Harris during our early years and subsequently he has provided a high level of very professional advice ever since. The advice supplied has been in a friendly and helpful manner and has proved easy to comprehend.
Thank goodness for someone like Steve who understands our need and objectives with regard to our financial future. We have every confidence that our financial affairs are best served by the continuing stewardship of Elite Wealth Management, a partner of St. James's Place, who have shown us that they are an outstanding organisation.
Rowland & Janet Bartlett - Bath
We have known Neil Franklin at Elite Wealth Management Ltd for over 20 years, the care and advice given to us during this time has proved invaluable in all aspects of our financial planning.
Neil’s knowledge and professionalism is second to none and he has the ability to explain things in a manner that is easy to understand.
We are indeed very lucky to have Neil and all the team at Elite as our St. James's Place Partner and have no hesitation in recommending them to anyone.
Paul & Julie Milner - Gloucestershire

