Financial Elite Limited

 

     IFA Brokerage Service   -   We'll match you to the right IFA in your area....

 

 

Registered in England and Wales Number: 5453659. Financial Elite Limited is registered under the Data Protection Act 1998.

Welcome to Financial Elite's free IFA brokerage service:

We offer a FREE service matching you with a fully qualified Independent Financial Adviser ("IFA") who has the right qualifications and experience for your needs, and is local to your home or work.

Many financial decisions are of critical importance, and you cannot afford to get them wrong. You need (and should expect) the best quality advice to help you choose the correct course of action.  IFA's cannot be specialists in all fields, which is where we come in. We will recommend and put you in touch with an IFA from a major national company, local to your home or work, who has the right qualifications and skill set for your specific needs.

Just complete the simple form on the right of this page and we will recommend the right IFA to you, who will contact you same or next working day to discuss your case. This initial discussion will be free of charge or obligation.

 

Financial Elite Limited is not a firm of financial advisers. Through our extensive experience in the fields of financial services and client relationship management we have the expertise to assist you in finding the right IFA so that you receive high quality advice that is specific to your needs. Just complete the form and we'll do the rest.

 

Financial Elite Limited- 2009

 

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Free IFA Pension service / Free IFA Investment Bond Review Service / Allied Dunbar Pension Review Service / Abbey Life pensions advice / AMP NPI & Pearl Life pensions advice / Equitable Life pensions advice / Pensions advice on Phoenix plans (Royal Sun Alliance, Century Life, Alba, Britannic) / Provident Mutual pensions advice / Windsor Life pensions advice / Lincoln Financial pensions advice / Pensions Advice on Guardian Assurance Guardian Financial  plans / Guaranteed and Protected Investments / Critical Illness / Clerical Medical pensions advice

Enquiry Form 

             Title:   

Your Name*

1st  Last 

House no. /name & road *

 

Town & County

Post Code *

 

Email address *

 

Contact Phone number *

 

Your financial priorities (If ticking more than one,  please describe your main priority below)

Various / General review

Insurances: Life /Critical Illness

Mortgages

Equity Release & Reversions

Pensions and Retirement

Inheritance Tax Planning

Investment and Savings

Corporate: Employee Benefits

If you have a specific request or comment, please enter it here:

Please have an Independent Financial Adviser contact me to discuss my case. You can call me on the above contact number . I confirm I have read and understood your privacy statement (please tick box to confirm)

            

 

Financial Elite Limited is not a financial adviser and does not give advice. It is an introducer to Independent Financial Advisers who are regulated by the Financial Services Authority. 

Please read our Privacy Statement before completing any enquiry form or emailing us.  

Registered in England and Wales Number: 5453659. Financial Elite Limited is registered under the Data Protection Act 1998.

Registered Office: 1 Navestock Gdns, Southend-on-Sea, Essex SS1 3SR

Send mail to enquiries@financial-elite.co.uk with questions or comments about this web site.

 

The information contained within this site does not represent financial advice, and we are not responsible for financial advice you may receive from recommended advisers, and do not  guarantee that any particular product or service will meet your own financial requirements. If you have any doubts about what is the most appropriate decision for you, you should seek independent financial advice.

Financial Elite Limited is not responsible for the accuracy or content of any information contained on websites linked from this site, nor for errors or omissions which may occur within this site. 

Copyright © 2009 Financial Elite Limited