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Head Office (Penzance, Cornwall)
Elite Wealth Management
Trevear House, The Old Court House
Alverton Terrace, Penzance
Cornwall, TR18 4GH
Telephone: 01736 360740
Facsimile: 01736 363751
Email: info@elite-wealthmanagement.co.uk
Hours: Mon – Fri: 09:00 – 17:30
London Office
25 Bedford Square
Bloomsbury, London
WC1B 3HH
Plymouth & South West
Serving Plymouth, Devon, and the wider South West peninsula.
Direct Telephone: 01752 875874
Cornwall Regional: Truro, St Austell, Newquay & Falmouth
Direct Senior Adviser Contacts
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Alan Powell (Founder & Managing Director)
Tel: 01736 360740 | Mob: 07879 836 785 -
Mike Barnes (Senior Adviser, London & South East)
Tel: 0208 303 6390 | Mob: 07946 253 944 -
Guy Pearson (Senior Adviser, London & South West)
Tel: 0208 892 7272 | Mob: 07970 528 285
Head Office in Penzance
Located at Trevear House on Alverton Terrace in Penzance, just moments from Penlee House and the Jubilee Pool, serving Penwith and the wider South West.
Local Financial Advice Across Cornwall & Devon
We provide dedicated independent advice across key towns and business centers:
Financial Advisor Truro
Pension consolidation, tax mitigation, and succession planning for families and enterprises in Cornwall's administrative centre.
Financial Advisor St Austell
Retirement decumulation, property wealth structuring, and investment management across the St Austell and Clay Country areas.
Investment Advisor Newquay
Tailored portfolio management, risk profiling, and inflation hedging for coastal residents, hospitality founders, and entrepreneurs.