The value of pensions and investments can fall as well as rise. You may get back less than you invested.
Robert Elliot Wealth Management is a firm of financial advisers specialising in providing advice on pensions, investments, Inheritance Tax planning, wealth and personal protection, and mortgages.
We’ve been helping clients navigate complex financial markets since 2011 and from those very early days, our business has evolved primarily through client recommendations.
Based in Surrey, we provide objective financial advice with a view to protecting and enhancing our clients' wealth and sense of well-being.
Our qualified advisers cover the financial services market. Whether you are seeking to build an investment portfolio or create a tax-efficient retirement strategy, we have the expertise to provide the solutions.
Advice of the highest quality
At Robert Elliot Wealth Management, our highly skilled advisers use state-of-the-art technology, enabling us to meet all of our clients' financial needs, both personally and corporately, and achieve their objectives in the most cost-effective way.
This is important because there are literally thousands of different options available, and our clients want to be certain that any investment, pension, healthcare or insurance recommendations that we present for consideration are the most appropriate to their individual needs.
In other words, recommendations that are totally in our clients' interests – not someone else’s.
Building rewarding relationships
Our initial meeting is usually without charge, after which we provide in writing a full explanation of costs. We do nothing until we have a thorough understanding of our clients' requirements.
With that knowledge, we can identify the products that will enable our clients to achieve their goals, delivered by an entirely personal service. We then prepare and analyse recommendations, assessing benefits against cost.
Our final proposals are well-researched and constructed on the basis of what’s best for our clients and nobody else. And, of course, we are prepared to work alongside our clients' accountants and solicitors.
We firmly believe in the importance of working together to build rewarding relationships, and working closely with our clients enables us to help them fulfil and achieve their objectives.