Investment and Pensions made simple

Elite Financial Planning Consultants follow a three-stage approach to help us identify the right investment for each of our customers.

Understanding your goals 

Everyone's objectives are different so we'll start by finding out how long you want to invest for and exactly what you want to achieve. We will also recommend that you keep readily accessible money in an instant access account to act as an 'emergency fund'.

Establish your attitude to risk

We'll do this by asking you questions. From your answers we can tell you how adventurous or cautious you are with your money – in other words, we describe the kind of investor we think you are and check to make sure you agree.

Design a solution that meets your needs

This will involve finding the right product (for instance an ISA or pension plan), and an appropriate mix of investments – in investment terms, a 'portfolio'. We have a wide range of portfolio options open to you.

Our clients can take advantage of a range of leading UK Fund Managers either by self- selecting specialist funds individually, or by taking advantage of our bespoke service.

Elite Financial Planning Consultants are appointed representatives of Openwork Limited, which is authorised and regulated by the Financial Services Authority. Elite Financial Planning Consultants FSA number is 215264. Openwork Limited offers insurance and investment advice on products from a limited number of product providers and advice on mortgages representative of the whole market.

Your home may be repossessed if you do not keep up repayments on your mortgage.