Elite Financial

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Membership number: 17708

Member since: 2016

Contact

Suite B, Manor House, 1 Macaulay Road, Broadstone, Dorset, BH18 8AS
Locations Covered
Throughout Dorset, Hampshire and Wiltshire.
Elite Financial Feedback Scores

Company Profile

Welcome to Elite Financial & Mortgage Services Ltd

Since the establishment of Elite Financial & Mortgage Services Ltd in 1999 we have built a large and valued client base through our experience, service and commitment to integrity. Based in Broadstone, Dorset, we provide services to clients in the local area but also nationwide. Our Directors have ensured a highly respected and successful position in the market based on the principle that our clients are the centre of Elite's universe. Our focus is to build a sound relationship with our clients in a friendly and empathetic manner and to reward their confidence in us with top class service and advice upon which they can depend.

We treat all our clients with the utmost importance and this philosophy has given us a reputation of quality that has earned us an extremely high level of repeat and referred business. Our Practice is made up of highly professional, experienced and qualified Advisers, supported by a committed and efficient team of administrators delivering the highest quality of advice and service to our clients.

Please contact us for help with:

  • Investments
  • Protection
  • Pensions
  • Mortgages
We are also proud to support The Openwork Foundation*, which provides grants to disadvantaged children in the UK and overseas through its 'Cares 4 Kids' fundraising programme. 

*The Openwork Foundation is part of the Zurich Community Trust (UK) Limited, registered charity number: 266983 

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

Elite Financial is a trading style of Elite Financial & Mortgage Services Ltd, who are an appointed representative of Openwork Ltd which is authorised and regulated by the Financial Conduct Authority. Elite Financial & Mortgage Services Ltd is a company registered in England and Wales. Registered number 4829399. Registered office is situated at Suite B Manor House, 1 Macaulay Road, Broadstone, Dorset BH18 8AS. 

Opening Hours

Monday: 09:00 - 17:30
Tuesday: 09:00 - 17:30
Wednesday: 09:00 - 17:30
Thursday: 09:00 - 17:30
Friday: 09:00 - 16:30
Saturday: Closed
Sunday: Closed
Bank Holiday: Closed

Personnel

  • Person Name
    Miss Rhea Martin
  • Person Name
    Mr Philip Wadham Director
  • Person Name
    Mr Ross Laughton Director
  • Person Name
    Mr Peter Betteridge
  • Person Name
    Mrs Cheryl Kellock Financial Adviser
  • Person Name
    Mrs Deborah Wilson Financial Adviser
  • Person Name
    Mr Jason Lewis Financial Adviser
  • Person Name
    Mr Andrew Harper Financial Adviser
  • Person Name
    Mrs Nichole Schurek Financial Adviser
  • Person Name
    Mr Adam Russell Mortgage Adviser
  • Person Name
    Mr David Drew Mortgage Adviser
  • Person Name
    Mr Josh Colmer-Tanner Trainee Mortgage Adviser
  

Qualified to Undertake

  • Accident and Sickness Cover
  • Building Insurance
  • Business Financial Planning
  • Business Insurance
  • Corporate Finance
  • Equity Release
  • Financial Services
  • Home Insurance
  • Income Protection
  • Insurance Brokers
  • Insurers
  • Investment
  • Investment Managers
  • Life Insurance
  • Mortgage Brokers
  • Pension Advisors
  • Personal Financial Planning
  • Protection Insurance
  • Retirement Planning
  • Wealth Management

Accreditations

  • FCA - Financial Conduct Authority 215088

Elite Financial FCA Number: 215088

Philip Wadham has been awarded The Mortgage Advice Qualification of the Chartered Insurance Institute

David Drew has been awarded The Mortgage Advice Qualification of the Chartered Insurance Institute

A statement of professional standing confirms that Jason Lewis is FCA registered : JXL01929

A statement of professional standing confirms that Deborah Wilson is FCA registered : DXW01677

A statement of professional standing confirms that Nichole Schurek is FCA registered : NGS01050

A statement of professional standing confirms that Ross Laughton is FCA registered : RJL01129

A statement of professional standing confirms that Cheryl Kellock is FCA registered : CJK01028

A statement of professional standing confirms that Andrew Harper is FCA registered : ARH01157

Andrew Harper has passed examinations to be awarded Level 3 Certificate in Mortgage Advice and Practice by IFS School of Finance

Adam Russell has passed unit CF6 Mortgage advice for The Chartered Insurance Institute

Jason Lewis has passed unit CF6 Mortgage advice for The Chartered Insurance Institute

David Hounsell has been awarded a certificate in Mortgage Advice and Practice (CeMap) by the ifs University College

Company Information

Limited Company: Registration no. 04829399
VAT Registered: No
Public Liability Insurance: Verified by Checkaprofessional Insured by: Allianz Coverage Amount (£): 2,000,000
Professional Indemnity: Verified by Checkaprofessional On Request

References

5 received by Checkaprofessional

These references were checked by Checkaprofessional when Elite Financial joined in March 2016.

Feedback Reports

Showing 10 out of 213
Total recommendations:
213 reports, average score 9.9
Last six months: 45 reports
  1. Annual finance consultation

    An excellent service as ever
    Client in Salisbury, 10 November 2017
    @ Verified By Email
    Overall Score 10
  2. Investment update and advice

    Knowledgeable, friendly, good advice for financial planning
    Client in Poole, 10 November 2017
    Overall Score 10
  3. Pension, investment annual review

    Friendly, clear advice, would highly recommend
    Client in Ferndown, 8 November 2017
    Overall Score 10
  4. Pension and savings advice

    Excellent service, explained everything well and very pleased with advice given.
    Client in Poole, 8 November 2017
    Overall Score 9.8
  5. Annual review

    I would recommend this company.
    Client in Bournemouth, 7 November 2017
    Overall Score 10
  6. Mortgage

    Fantastic
    Client in Bournemouth, 2 November 2017
    Overall Score 10
  7. Retirement planning

    Debbie fully reviewed our personal requirements for our pension planning. She questioned exactly what we wished to achieve and what was important to ourselves. She then reviewed our pension plans and investments, as well as taking into account possible future part time work. Debbie prepared a detailed presentation, which took into account different retirement dates and the financial impact of these options. She explained everything in a very clear manner, answering any questions which we had and enabling us to make a decision on the action that we wished to take for our retirement. I would have no hesitation in recommending Debbie Wilson and her first class, professional service.
    Client in Ferndown, 31 October 2017
    @ Verified By Email
    Overall Score 10
  8. Pension-Savings

    Excellent
    Client in Ferndown, 26 October 2017
    Overall Score 10
  9. Mortgage application and advice on personal insurance cover

    Andrew Harper arranged our mortgage as we were first time buyers two years ago. We returned to him for advice on remortgaging our property after an unsatisfactory experience with our existing provider at the point of remortgage. Andrew has made the whole process smooth and has secured us an excellent deal on our mortgage with an alternative provider, to enable us to not only save money, but to start the home improvements we wish to undertake. It was helpful having clear advice on a range of products, particularly at a time when there is a risk of rates increasing and a lot of uncertainty. We are really grateful for the excellent service and communication we have received and would recommend this service.
    Client in Poole, 26 October 2017
    @ Verified By Email
    Overall Score 10
  10. Obtain new buy to let mortgage

    I would recommend this company.
    Client in Broadstone, 24 October 2017
    Overall Score 9

These are the most recent 10 feedback reports

Read all 213 reports

Important Note:

Whilst every effort is made to ensure the accuracy of the information appearing on this page, the data has been compiled from information supplied by various individuals and businesses and Checkaprofessional cannot be held responsible for any omissions or inaccurate claims that may appear and recommend that clients ask to see relevant qualifications and documentation from the professionals before accepting their service.

Checkaprofessional cannot be held responsible or liable for the quality of service of any of the listed professionals and services.