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:

Abbey Life

 

We are not Abbey Life. We cannot give you specific information about your policy, but we offer an advisory service (see below). For specific enquiries about Abbey Life policies, call their customer services on  0845 6060 636.

If you have an Abbey Life pension plan you may well be wondering if its performance or charges are of an acceptable standard. Many pension policies, including Abbey Life's, were sold with built-in high charges which may not have been made too clear at the time.  In short, anyone with an Abbey Life pension (or other investment product) should at least have it reviewed by a qualified pensions adviser to look at its costs and performance, in comparison to today's stakeholder-style pension options. Why waste money on a poor performing pension when a switch might improve your fund by £,000's over the years? 

Or, you may be about to take your benefits from an Abbey Life pension and do not know about your options: whether to accept an annuity offer from them or look for a better one on the open market, the different annuity options you should consider, or indeed whether you should look for an alternative to an annuity altogether!

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

An initial discussion will be free of charge or obligation. Frequently, a simple review of your pensions situation, with basic guidance on your options, will also be available at no cost - ask the adviser (this would not apply to detailed a review or complicated situations). 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. 

 

To take advantage of this offer to evaluate your current pension position, just complete the form on the right of this page!

 

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

 

Financial Elite Limited- 2008

---------------------------------------------------------------------------------

Enquiry Form 

Your      Title:   

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 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 © 2008 Financial Elite Limited
 
Web Site by Financial Elite Limited