Creating and protecting wealth through trusted financial advice
Since the establishment of Elite Financial 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.
We are delighted to announce that Elite Financial has merged with Unique Financial Planning with effect from 1 August. With offices in Oxfordshire and Hampshire, Unique already provides mortgage, protection and investment advice and servicing to hundreds of clients through its twenty advisers. Combining the businesses gives us far greater scale, access to deeper resources and an ability to share ideas and best practice with more colleagues.
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.
Pensions and investments
Learn how we secured a mortgage in just two weeks for a
contractor who had recently started a limited company.
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.