staff

Creating and protecting wealth through trusted financial advice

Since the establishment of Elite Financial & Mortgage Services Ltd in 1999, we have built a large and valued client base through our experience, service and commitment to integrity. Based in Broadstone, Dorset, we provide services to clients in the local area but also nationwide.

clientfirst

Client-first

The underlying principle that Elite Financial staff operate to, is that our clients are the centre of Elite Financial’s universe. Elite Financial Directors have ensured the company is in a highly respected and successful position in the market place. Our aim is to build a sound relationship with our clients in a friendly and empathetic manner. We reward their confidence in us with top class service and advice upon which they can depend. We treat all our clients with the utmost importance. This philosophy has given us a reputation of quality service that has earned us an extremely high level of repeat and referred business.

Our services

Pensions and investments

Mortgages

Protection

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Expertise

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Support

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Results

Our company is made up of highly professional, experienced and qualified advisers, supported by a committed and efficient team of administrators delivering the highest quality of advice and service to our clients.