Our reviews

10/10

Annual Review and Mortgage Advice
Client in Bournemouth

The only financial advisor I have had genuine confidence in.

10/10

Pension review and transfer
Client in Ferndown

A thorough and professional service.

9.6/10

Mortgage
Client in Basingstoke

I would recommend this company.

10/10

Mortgage review, organise life and building insurance
Client in Poole

Phil and his team helped us buy our first home from start to finish. Excellent service. I would recommend this company.

10/10

Pension review
Client in Ferndown

First Class. Brilliant service.

9.2/10

Financial Advice, House Insurance
Client in Christchurch

Always very helpful and efficient.

10/10

Mortgage advice
Client in Poole

I would recommend this company.

10/10

Review
Client in Andover

Service is always excellent and time is given to make sure all is understood.

10/10

Investments and ISA
Client in Ferndown

Excellent advice and service. Always follows up, Elite are brilliant.

Case study

Annual review leads to Critical Illness pay out on a lapsed policy

Financial advisor Bournemouth

Financial adviser
Cheryl Kellock

1
1
During a Client’s annual review of his investments and general circumstances, he mentioned that he had recently had a deep vein thrombosis and that following a scan for that, it was discovered that he had prostate cancer.
2
2
When Cheryl got back to the office she checked his file and saw that he had a critical illness policy which had expired a couple of months previously. Cheryl then went back to the client again to find the exact date of his diagnosis which it turned out was before the expiry of the critical illness policy.
3
3
Cheryl arranged for the insurance company to contact him regarding a possible claim. The insurance company collected the medical evidence and concluded the claim was valid.
4
4
The insurance company not only paid the claim in full, but also refunded two months premiums which the client had paid after the diagnosis.

Outcome:

The client was very appreciative of the service given by Cheryl and she received a lovely cyclamen plant and some chocolates as a thank you.

YOUR HOME MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON YOUR MORTGAGE.

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