Pensions & Retirement Planning
Structuring tax-efficient accumulation, pension consolidation, SIPPs, and sustainable flexi-access drawdown strategies to fund your lifelong retirement vision.
Pension SolutionsProfessionalism • Integrity • Respect
Independent Financial Advisers in Cornwall, Devon & London
Unbiased, whole-of-market wealth management tailored to your lifetime goals. From retirement decumulation and capital growth to intergenerational estate preservation, we protect and enhance your financial future.
Whole-of-Market Research
FCA Authorised & Regulated (#496442)
VouchedFor Top Rated Adviser
Voted Top IFA in South West
8th in UK • Featured in The Sunday Times
Comprehensive Financial Planning
Independent Advice Across Your Financial Journey
Unlike restricted advisers tied to proprietary bank products, our whole-of-market status guarantees recommendations crafted solely to maximize your personal wealth and security.
Investments & Portfolio Design
Balancing risk tolerance against inflation-beating long-term growth through diversified multi-asset allocation, active vs passive funds, and ESG investing.
Investment ManagementWealth Succession & Inheritance Tax
Mitigating Inheritance Tax liabilities, establishing discretionary trusts, navigating 2024/2027 Budget reforms, and preserving wealth across generations.
Succession PlanningMortgages & Equity Release
Sourcing competitive residential and Buy-to-Let mortgages across the entire UK market, plus lifetime mortgage advice for homeowners aged 55 and over.
Mortgage AdvisoryPersonal & Business Protection
Shielding families with Life Assurance written in trust and Critical Illness cover, and securing enterprises with Key Person, Shareholder, and Partnership Protection.
Protection StructuresCorporate & Executive Advisory
Tax-efficient director profit extraction, executive pension schemes, auto-enrolment employee benefits, and seamless exit and succession strategies.
Corporate Planning
National Recognition & Prestige
Official Patron of "Strive for Perfection: The Royal Edition"
Published by St James’s House • Celebrating Her Majesty Queen Elizabeth II’s Platinum JubileeElite Wealth Management was selected as an official patron in the commemorative royal publication produced by St James's House for the International Club for Rolls-Royce and Bentley Enthusiasts (RREC). This prestigious volume celebrated the 70-year reign of Queen Elizabeth II and showcased extraordinary UK enterprises exemplifying excellence, heritage, and craftsmanship.
Managing Director Alan Powell commented on this milestone: "Our invitation to participate in this historic publication underscores the dedication of our entire advisory team to upholding the highest standards of financial integrity and personal client care."
RREC Patronage
Platinum Jubilee Edition
St James's House Publishing
Our Practice Distinction
Why Discerning Clients Trust Elite Wealth Management
Built on recommendations from solicitors, accountants, and generations of families across the South West and London.
Completely Unbiased & Independent
We are never tied to proprietary banking products or restricted panels. We evaluate the whole UK financial market to secure the highest-performing, lowest-cost solutions for your situation.
Collaborative Professional Partnerships
We work directly alongside your solicitors and chartered accountants to create a seamless, unified strategy across tax planning, trust administration, wills, and corporate governance.
Fee Transparency & Free Consultation
Our initial discovery meeting is completely without charge or obligation. We do no work until all fees, hourly rates, or percentages are explicitly agreed in writing with zero hidden charges.
FCA Regulatory Standard
Treating Customers Fairly (TCF)
Elite Wealth Management is authorised and regulated by the Financial Conduct Authority (FCA Registration No: 496442). We operate within a regulated UK financial environment that prioritises consumer protection and clear, uncompromised communication.
All our advisers have satisfied rigorous professional examination requirements and uphold the highest standards of professional ethics. When you partner with Elite Wealth Management, you work with a practice dedicated to providing objective, long-term stewardship.
Read Our Six-Stage Advisory ProcessVerified Endorsements
What Our Clients & Partners Say
Read firsthand feedback from corporate directors, chartered accountants, and private families who trust our guidance.
★★★★★"We have been using Alan Powell’s services as a financial adviser for approximately 9 years and the directors have found him straightforward to work with, honest and efficient. Alan manages Altcom’s corporate pension fund and provides advice on a wide variety of financial issues."
★★★★★"I have known Alan for many years in a professional capacity, and would happily recommend him. Alan is very efficient, with high level experience and knowledge of tax planning, pension funds and investments. As an accountant, I know these specialist areas require qualified professionals. He communicates clearly at all levels, giving clients genuine confidence."
★★★★★"In my 30 years in Financial Services and director roles, Alan Powell is the most honest, customer-centric person that I have ever met in this industry. A truly gifted adviser. If you are a client, have no fear as Alan will do you no wrong. A great guy and one I am proud to have known for many years."
★★★★★"When my husband passed away, my accountant was unhappy with the investments I had inherited—spanning 22 different companies and 2.8% annual charges. Alan restructured everything into a unified plan with charges below 1% and regular reviews. I finally understand my investments and have complete peace of mind."
★★★★★"Accounting Freedom have worked with Elite Wealth Management for several years and have always found them to be personable, professional, and equipped with wide-ranging expertise. Feedback from our clients has been nothing but positive."
★★★★★"Alan helped me when my business was in a difficult position and I will always be grateful for his patience and understanding. I now have a robust pension and protection plan in place and regularly recommend his services to fellow business owners."
Our Practice Locations
Serving Cornwall, London & the South West
With physical offices across Cornwall, Devon, and London, we combine deep local understanding with capital-city financial market connections.
Penzance Head Office
Trevear House, The Old Court House
Alverton Terrace, Penzance
Cornwall, TR18 4GH
London Office
25 Bedford Square
Bloomsbury, London
WC1B 3HH
Tel: 0203 4093002
Adviser Lines: 0208 303 6390 / 0208 892 7272
Plymouth & Devon Presence
Regional Coverage across Plymouth, Devon, and the wider South West peninsula.
Direct Line: 01752 875874
Truro & St Austell: Available via Head Office
Complimentary Initial Consultation
Ready to Secure and Grow Your Wealth?
Take the first step toward financial peace of mind. Meet with a Chartered Independent Financial Adviser in Penzance, London, Plymouth, or via secure video consultation.