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: Awaiting Renewal Insured by: Allianz Coverage Amount (£): 2,000,000
Professional Indemnity: Awaiting Renewal 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 118
Total recommendations:
118 reports, average score 9.9
Last six months: 53 reports
  1. Pension investment revue

    I would recommend this company.
    Client in Fordingbridge, 9 February 2017
    Overall Score 7.2
  2. Financial, protection and pension advice

    I would recommend this company.
    Client in Salisbury, 8 February 2017
    Overall Score 10
  3. Pensions and Investments

    Excellent service and advice by Debbie Wilson.
    Client in Ferndown, 30 January 2017
    Overall Score 10
  4. Annual review meeting. Pension portfolio update. Look into savings plans and our Wills.

    It is always a pleasure to see Debbie to discuss our families financial arrangements. Thanks to her I feel we have some great protection and financial plans in place going forward. Following todays annual review I am encouraged by how much Debbie and the team at Elite Financial are doing to ensure the policies and plans we have in place are performing well and always looking around for anything better where applicable. Nothing is too much trouble. It is obvious that Debbie cares about her clients and takes a great interest in our lives to ensure we have the best possible cover/savings plans to help us in the future. I cannot recommend Debbie and Elite Financial enough.
    Client in Poole, 27 January 2017
    @ Verified By Email
    Overall Score 10
  5. Financial advice and investment strategy

    Very professional, but friendly service. Have helped us enormously.
    Client in Christchurch, 25 January 2017
    Overall Score 10
  6. Investment

    I would recommend this company.
    Client in Ferndown, 25 January 2017
    Overall Score 10
  7. Financial services, pensions and investments

    A friend recommended Ross 10 years ago. He has looked after us very well, the best I could have expected.
    Client in Lymington, 25 January 2017
    Overall Score 10
  8. Financial advice

    Professional, up to date advice. Excellent.
    Client in Bournemouth, 24 January 2017
    Overall Score 10
  9. Review of Investments

    Courteous, happy to build a client relationship.
    Client in Swanage, 17 January 2017
    Overall Score 7.6
  10. Mortgage

    Efficient, friendly advice for over a decade. Many thanks!
    Client in Bridgwater, 11 January 2017
    Overall Score 10

These are the most recent 10 feedback reports

Read all 118 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.