Open Monday - Friday 9am - 5pm
Trevear House
The Old Court House
Alverton Terrace
TR18 4GH

Call 01736 360740

Elite Wealth Management

We bring quality & qualified financial advice to everyone – regardless of your financial position. Managing savings and ensuring the financial security of yourself and your loved ones eases the stresses of day-to-day living.


We offer truly independent financial advice on:


  • Investments and saving for the future
  • Retirement planning
  • Critical illness and life protection
  • Inheritance tax and estate planning
  • Mortgages
  • Shareholder, business & employee protection


Wherever you are in your financial journey, we are to able to help you. We pride ourselves on providing an elite service by being the best at what we do, and by doing it well.


Get in touch for a no-obligation chat or to book an appointment with one of our friendly team.


Elite Wealth Management is a trading name of Elite-Wealth Management UK Lts which is authorised and regulated by the Financial Conduct Authority. Company registered in England and Wales number: 6804590.


• “Alan helped me when my business was a mess and I will always be grateful for his patience and understanding. I now have a very good pension and protection plan in place and would recommend him to anyone in fact I have on a number of occasions. “ -Nick HB, Truro