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

Guaranteed / Protected Bonds

 

Uncertainty in the markets has  led many people to re-evaluate guaranteed investment bonds.

The market offers a great variety of capital guaranteed and capital protected investments. People interest in learning more should consult an IFA, as personal research will probably only turn up a fraction of what is available.

Many of the better guaranteed products are only available through professional intermediaries.  They can be held as ISAs, inside SIPPs, by trustees and so on, and tax treatment can be either income tax or CGT. It costs nothing to have an initial consultation to discuss these investments, but do all IFAs have the right knowledge and experience?

That is where we come in. We will recommend a local IFA who is knowledgeable in this field and can suggest several current guaranteed investments which are most suitable to your risk profile: from very low risk to

It is likely to be an illuminating chat. So why not fill out the enquiry form opposite, and let us select and IFA to contact you for an initial discussion? 

 

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- 2010

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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 © 2010 Financial Elite Limited