About Us

ABOUT US

What makes Elder Wealth Solutions Ltd so different to other wealth management companies?
We offer services for companies, groups and individuals.
We offer the very best services in our field. 
We never settle for second best and always have your satisfaction as our top priority. 
It’s who we are and we are proud of it. 

WHO WE ARE

No matter what your financial circumstances and goals, Elder Wealth Solutions aims to provide a simple and proactive service that meets your needs.
In these uncertain times, it is more important than ever to have a financial adviser you can trust, and who can provide you with the expert advice you need on complex financial matters.

We support a range of clients – individuals, families, and businesses – in every aspect of financial planning. We stick with our clients as their personal or corporate circumstances change and evolve, offering a long-term, face-to-face service. Our extensive experience includes (but is not limited to):
• Personal and business insurance,
• Mortgages,
• Pensions advice,
• Savings and investments,
• Trusts,
• Inheritance tax planning.
In everything we do, we are guided by our four core values:
HONESTY
It’s essential for you to trust your adviser. We are honest in everything we do.
INTEGRITY
We are open and transparent. We focus on our clients’ needs, rather than our own.
RESPONSIBILITY
If any mistakes are made, we will put them right.
COURTESY
No client is more important than the other: we treat everyone with the respect they deserve.
Meet the team

HOW WE WORK WITH OUR CLIENTS

  • Initial meeting

    The initial meeting is a face-to-face meeting, typically at our office. The focus is you: the client. We will establish what existing financial plans you have in place and, importantly, what your plans are moving forward. The more we know, the better we know you, and the more effectively and clearly we can advise you. We aim to understand your financial situation, your existing policies, why you have made your decisions to date, and what you aim to achieve in the future.


    The meeting is also a chance for you to learn about us. We will explain what areas of advice we cover, how we are remunerated, our ongoing services, and importantly how we are regulated as a practice. The meeting will also give you the opportunity to ask questions in a confidential environment.

  • Planning

    Once we have a better understanding of your financial aspirations and time frame from the initial meeting, we reflect carefully. Taking into account all your circumstances and ambitions, we will build a bespoke plan just for you – we do not just work from templates, or what worked for someone else. We would look to meet you again to provide you with a financial plan moulded to you.

  • Implementation

    If you are happy with our advice and want to proceed with the financial plan we have recommended, the next stage is implementing our recommendations. We are always available to give extra advice or to clarify the next steps.



  • Moving forward
    Describe the item or answer the question so that site visitors who are interested get more information. You can emphasize this text with bullets, italics or bold, and add links.

Finding out the facts

The initial meeting is a face-to-face meeting, typically at our office. The focus is you: the client. We will establish what existing financial plans you have in place and, importantly, what your plans are moving forward. The more we know, the better we know you, and the more effectively and clearly we can advise you. We aim to understand your financial situation, your existing policies, why you have made your decisions to date, and what you aim to achieve in the future.


The meeting is also a chance for you to learn about us. We will explain what areas of advice we cover, how we are remunerated, our ongoing services, and importantly how we are regulated as a practice. The meeting will also give you the opportunity to ask questions in a confidential environment.

Building a bespoke plan

Once we have a better understanding of your financial aspirations and time frame from the initial meeting, we reflect carefully. Taking into account all your circumstances and ambitions, we will build a bespoke plan just for you – we do not just work from templates, or what worked for someone else. We would look to meet you again to provide you with a financial plan moulded to you.

Implementing that plan

If you are happy with our advice and want to proceed with the financial plan we have recommended, the next stage is implementing our recommendations. We are always available to give extra advice or to clarify the next steps.

Ongoing review

Implementing the initial plan is just the start of our adviser and client relationship. We will look to continue to review what we put in place for you, so it always mirrors your plans and financial aspirations. As and when needed, we can tweak and build on the initial advice given to you, responding to changes in your circumstances or the market overall.

Our Services
Share by: