Elite Financial

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Total recommendations:
231 reports, average score 9.9
Last six months: 47
  1. Annual review of pension fund and investments

    As usual Debbie Wilson was very thorough, and a pleasure to deal with.
    Client in Southampton, 16 January 2018
    @ Verified By Email
    Overall Score 10
  2. Pensions and long term saving schemes

    Ross has supported us and advised us over many years and has never failed in giving us the complete truth and allowing us to make up our own minds on the way forward. His commitment to giving us the best advice and looking after our money has been unfailing. I wouldn't use anyone else and hope we can work together for many years to come.
    Client in Salisbury, 10 January 2018
    @ Verified By Email
    Overall Score 10
  3. Annual review and advice

    Have used Elite Financial since it's inception in 1999. Very professional, courteous and thoughtful in all our dealings over the years. Would, and have recommended them to all our friends and acquaintances. Always provide exactly the products that suit our needs.
    Client in Wareham, 9 January 2018
    @ Verified By Email
    Overall Score 10
  4. Mortgage

    The service provided was fantastic and made the process stress free-Thank you
    Client in Midhurst, 21 December 2017
    Overall Score 10
  5. Remortgage

    Excellent tailored advice to suit our needs. A fast and efficient professional service. Many thanks Jason and all staff involved.
    Client in Poole, 16 December 2017
    @ Verified By Email
    Overall Score 10
  6. Annual financial review

    Brilliant, excellent advice, professionalism and customer care
    Client in Wimborne, 14 December 2017
    Overall Score 10
  7. Equity release

    Comprehensive review of the alternative recommendation of specific provider
    Client in Broadstone, 6 December 2017
    Overall Score 10
  8. Mortgage

    Have used Elite several times, they are fast, thorough and efficient
    Client in Poole, 1 December 2017
    Overall Score 10
  9. Arranging re-mortgage of a Property

    Absolutely seamless arranging of Re- Mortgage from going through the options and selecting the best one ( saving a considerable amount of money) to completing all within a month Andrew was exceptionally helpful
    Client in Wimborne, 27 November 2017
    @ Verified By Email
    Overall Score 10
  10. Mortgage service

    I would recommend this company.
    Client in Broadstone, 27 November 2017
    Overall Score 10
  11. We obtained advice on mortgage services and applied for a secured mortgage to buy a new home

    We were really pleased with the advice, support and patience on our numerous enquiries to Joshua. Ellie has been great at chasing our agents and solicitors which has made things so much easier for us. Couldn't have asked for more.
    Client in Eastleigh, 25 November 2017
    @ Verified By Email
    Overall Score 10
  12. Retirement account review and savings

    I would recommend this company.
    Client in Poole, 24 November 2017
    Overall Score 10
  13. Mortgage advice during marriage separation

    Phil was incredibly helpful, came up with packages that met our very precise and difficult needs and found pragmatic ways of dealing with difficult personal circumstances. Cant fault what he did for us. First class.
    Client in Wareham, 24 November 2017
    @ Verified By Email
    Overall Score 10
  14. Annual review

    It is always a pleasure to speak to Ross on the phone and at his visits.
    Client in Fordingbridge, 15 November 2017
    Overall Score 10
  15. Pension

    Extremely professonal, explained everything so we could understand.Very accommodating and helpful.
    Client in Poole, 10 November 2017
    @ Verified By Email
    Overall Score 10
  16. Investment update and advice

    Knowledgeable, friendly, good advice for financial planning
    Client in Poole, 10 November 2017
    Overall Score 10
  17. Annual finance consultation

    An excellent service as ever
    Client in Salisbury, 10 November 2017
    @ Verified By Email
    Overall Score 10
  18. 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
  19. Pension, investment annual review

    Friendly, clear advice, would highly recommend
    Client in Ferndown, 8 November 2017
    Overall Score 10
  20. Annual review

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

    Fantastic
    Client in Bournemouth, 2 November 2017
    Overall Score 10
  22. Remortgage and overview of insurance

    Have been using this company for the last 11 years and ALWAYS have exceptional service.
    Client in Poole, 2 November 2017
    @ Verified By Email
    Overall Score 10
  23. 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
  24. 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
  25. Pension-Savings

    Excellent
    Client in Ferndown, 26 October 2017
    Overall Score 10
  26. Obtain new buy to let mortgage

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

    Thank you to David Drew who once again arranged a great mortgage deal in a professional and helpful manor
    Client in Poole, 17 October 2017
    @ Verified By Email
    Overall Score 10
  28. Mortgage

    Very professional, kept informed at all times. Provided excellent service
    Client in Wimborne, 13 October 2017
    Overall Score 10
  29. Annual pension review

    I would recommend this company.
    Client in Ferndown, 9 October 2017
    Overall Score 10
  30. Investment

    Very understanding of products and friendly.
    Client in Poole, 6 October 2017
    Overall Score 10
  31. Remortgage

    Extremely helpful, patient and efficient
    Client in Wimborne, 2 October 2017
    @ Verified By Email
    Overall Score 10
  32. Financial, pension review

    Superb personal service and care taken that everything appropriate.
    Client in Lymington, 2 October 2017
    Overall Score 10
  33. We instructed Elite to assist us with taking out our first mortgage and provide advice on our financials surrounding this.

    A professional, reliable and insightful service was provided during our engagement
    Client in Wimborne, 29 September 2017
    @ Verified By Email
    Overall Score 10
  34. Financial advice

    Long standing solid, reliable advice with proven track record.
    Client in Bournemouth, 28 September 2017
    Overall Score 10
  35. Financial and investment advice

    First class assistance with investment and the very best advice. Regular updates and all ways the best communication. Would readily recommend Elite .
    Client in Christchurch, 4 September 2017
    @ Verified By Email
    Overall Score 10
  36. Pension advice changing from capital growth schemes to income

    Still in progress many schemes to look into and change
    Client in Wimborne, 4 September 2017
    @ Verified By Email
    Overall Score 10
  37. Investments and pension

    I would recommend this company.
    Client in Sturminster Newton, 24 August 2017
    Overall Score 10
  38. Buy to let mortgage

    I have used this company before, excellent service with good outcome
    Client in Wareham, 23 August 2017
    @ Verified By Email
    Overall Score 10
  39. Mortgage set up and advice

    Very happy with all the advice and help to get our mortgage
    Client in Poole, 23 August 2017
    @ Verified By Email
    Overall Score 10
  40. Financial review

    I would recommend this company.
    Client in Romsey, 22 August 2017
    Overall Score 10
  41. Investment and pensions

    Very friendly and professional staff. Always willing to go the extra mile for a client to help and make the difference. Could ask for anymore! Would recommend to anyone! 10/10!!
    Client in Poole, 22 August 2017
    @ Verified By Email
    Overall Score 10
  42. Arrange mortgage

    I would recommend this company.
    Client in Poole, 18 August 2017
    @ Verified By Email
    Overall Score 9
  43. Financial Services

    Professional advice in an understandable language.
    Client in Blandford Forum, 16 August 2017
    Overall Score 10
  44. Pension

    Absolutely fabulous, Nicky is excellent. A full and simple understanding of my pension plan.
    Client in Farnham, 10 August 2017
    Overall Score 10
  45. Annual review pension and investments

    Friendly, professional advice. Personal interest in us as people.
    Client in Verwood, 1 August 2017
    @ Verified By Email
    Overall Score 10
  46. Equity Release

    My equity release was completed quickly and efficiently. I had complete faith in Philip Wadham in what was a big decision. I definitely have no regrets and would use Elite Financial in any future requirements.
    Client in Poole, 1 August 2017
    @ Verified By Email
    Overall Score 10
  47. Life insurance

    Very good service, no complaints
    Client in Fordingbridge, 24 July 2017
    Overall Score 6
  48. Financial Advice (Investments)

    They have given me sound financial advice and investments, provided help with transfer of funds
    Client in Andover, 19 July 2017
    Overall Score 8.8
  49. Mortgage, pension, life cover reviews

    I would recommend this company.
    Client in Wimborne, 18 July 2017
    @ Verified By Email
    Overall Score 10
  50. Re-Mortgage

    Excellent, honest, informative, efficient
    Client in Poole, 3 July 2017
    @ Verified By Email
    Overall Score 10
  51. Mortgage- First Time Buyers

    Jason's knowledge was excellent knowing our situation. He always kept us informed all the way through the process. Highly recommended this person he did an excellent job. It meant a lot to our family to get a mortgage and Jason made this happen. 10/10 Service
    Client in Poole, 29 June 2017
    @ Verified By Email
    Overall Score 10
  52. Annual review

    Good professional and friendly service.
    Client in Dorchester, 23 June 2017
    Overall Score 10
  53. Financial Services

    I would recommend this company.
    Client in Wareham, 23 June 2017
    Overall Score 10
  54. Mortgage advice

    Excellent very thorough, helpful, friendly and always there when you need them
    Client in Wareham, 21 June 2017
    Overall Score 10
  55. Financial advice

    First class advice
    Client in Ringwood, 19 June 2017
    @ Verified By Email
    Overall Score 10
  56. Mortgage for 2 buy to let properties

    I would recommend this company.
    Client in Wimborne, 19 June 2017
    @ Verified By Email
    Overall Score 9.6
  57. Mortgage Application with Help To Buy in addition to insurances

    Very professional and easy. Kept in the loop every step of the way and helped us to understand all of the legal jargon that came with it. Wonderfully simple on our end and the follow up was very pleasant and professional also
    Client in Bournemouth, 13 June 2017
    @ Verified By Email
    Overall Score 10
  58. Re-Mortgage

    I would recommend this company.
    Client in Swindon, 9 June 2017
    Overall Score 10
  59. Financial Planning for Inheritance Tax

    Very thorough and helpful.
    Client in Christchurch, 8 June 2017
    @ Verified By Email
    Overall Score 10
  60. Pension review and discuss company pension contribution and investments.

    I am happy with the advice given. It has value in trying to keep up to date.
    Client in Blandford Forum, 6 June 2017
    @ Verified By Email
    Overall Score 9
  61. Protection - Insurances

    Very flexible, considerate and competent advice
    Client in Farnborough, 24 May 2017
    Overall Score 10
  62. Update on Investments

    I would recommend this company.
    Client in Southampton, 23 May 2017
    Overall Score 10
  63. Mortgage

    Very professional, always able to give sound advice and very quick turn around with any queries regarding the mortgage application. I would certainly be recommending Adam at Elite Financial.
    Client in POOLE, 19 May 2017
    @ Verified By Email
    Overall Score 10
  64. All financial advise re pensions and mortgage

    Everybody was always hospitable and extremely helpful
    Client in Axminster, 18 May 2017
    @ Verified By Email
    Overall Score 10
  65. Pension investment revue

    We found Elite very friendly and professional. We are very pleased with their advice.
    Client in Bournemouth, 18 May 2017
    @ Verified By Email
    Overall Score 10
  66. Mortgage advice

    Ours was quite a unique case to begin with and we had many troubles along the way with our choice of houses but Josh helped us through all the bits concerning the mortgage, gave honest and sound advice and overall saved us a lot of stress and bother.
    Client in Wimborne, 17 May 2017
    @ Verified By Email
    Overall Score 10
  67. Investment

    Debbie is the best adviser we have ever used and cannot fault her.
    Client in Poole, 17 May 2017
    @ Verified By Email
    Overall Score 10
  68. Mortgage service

    Went the extra mile. Amazing, couldn't have asked for better.
    Client in Bournemouth, 14 May 2017
    Overall Score 10
  69. Pension

    Personal and friendly service, always kept up to date.
    Client in Swanage, 8 May 2017
    Overall Score 10
  70. Financial Advice (Investments)

    We have been extremely satisfied with the service provided to us. We felt we could trust Ross and did not feel at all pressured.
    Client in Weymouth, 5 May 2017
    Overall Score 10
  71. Investments

    Cheryl is very helpful.
    Client in Poole, 4 May 2017
    Overall Score 10
  72. Investment and Pension

    Consistently outstanding service
    Client in Broadstone, 2 May 2017
    @ Verified By Email
    Overall Score 10
  73. Buy to let mortgage

    Very helpful, overcome the problems
    Client in Broadstone, 1 May 2017
    Overall Score 9
  74. Mortgage and Life Insurance

    Phil provided us with clear advice and assistance and played a big part in making our re-mortgage and house move a pleasant stress-free experience.
    Client in Broadstone, 1 May 2017
    @ Verified By Email
    Overall Score 10
  75. A re-mortgage, various financial advice various option recommendations

    A very professional service, that was very quickly provided First Class
    Client in Broadstone, 26 April 2017
    @ Verified By Email
    Overall Score 10
  76. Mortgage and Life Insurance

    Very professional, friendly people. Excellent service and advice
    Client in , 24 April 2017
    Overall Score 10
  77. Financial Adviser Mortgage

    I would recommend this company.
    Client in Ringwood, 18 April 2017
    Verified by Phone
    Overall Score 10
  78. Financial portfolio review

    First class service.
    Client in Poole, 14 April 2017
    Overall Score 10
  79. Yearly review

    Excellent service.
    Client in Southampton, 12 April 2017
    Overall Score 10
  80. Financial review

    Very good service from Debbie Wilson, she explained everything clearly to me.
    Client in Wareham, 5 April 2017
    Overall Score 9.6
  81. Organise a re-mortgage

    Very professional service, Adam kept me fully updated throughout the process.
    Client in Bournemouth, 3 April 2017
    @ Verified By Email
    Overall Score 9.8
  82. Annual Review

    Cheryl Kellock offers a very thorough evaluation and follow-up
    Client in Salisbury, 30 March 2017
    Overall Score 10
  83. Mortgage Advice

    I would recommend this company.
    Client in Poole, 30 March 2017
    Overall Score 10
  84. Sorting out a new life policy for myself and husband

    Andrew is excellent, listens and has a vast knowledge of these matters.
    Client in Ferndown, 30 March 2017
    @ Verified By Email
    Overall Score 10
  85. Financial Advice

    I would recommend this company.
    Client in Bournemouth, 29 March 2017
    @ Verified By Email
    Overall Score 10
  86. Annual financial review

    Very excellent service. Very thorough, very professional, excellent knowledge of market and Government regulations.
    Client in Southampton, 28 March 2017
    Overall Score 10
  87. Investment

    Very good.
    Client in Weymouth, 22 March 2017
    Overall Score 9
  88. To sort out pension needs

    Look after my private pension needs when I retire.
    Client in Ferndown, 22 March 2017
    @ Verified By Email
    Overall Score 10
  89. Re-Mortgage

    After contacting Elite regarding my pension, they looked into other areas and found our mortgage was still on a 2008 interest rate. Josh quickly managed to move the mortgage to a better rate and two weeks later we find ourselves over £200 a month better off. Fantastic service
    Client in Poole, 21 March 2017
    @ Verified By Email
    Overall Score 10
  90. Review / Advice regarding ISA'S

    Excellent, clear, sound advice given and taken.
    Client in Salisbury, 21 March 2017
    Overall Score 10
  91. Review of Investments

    The thing we like about Debbie Wilson is she gives good advice in a language we understand.
    Client in Poole, 14 March 2017
    Overall Score 10
  92. Annual Review

    Met with Debbie Wilson and had a meaningful discussion regarding the current position of our investments. Highly satisfied with the advice given for the way forward.
    Client in Christchurch, 13 March 2017
    @ Verified By Email
    Overall Score 10
  93. Complete financial overhaul including our pensions and mortgage

    Initially contacted Elite regarding advice about pensions and ended up with a long overdue and much needed overhaul of all aspects of our finances including our mortgage, life insurance and pensions. We are already £300 a month better off with an adjustment to our mortgage. Pension advice has been invaluable, especially as we are in our 50's and we have now various options for our future. Highly recommend Nicky and Elite - Thank you
    Client in Poole, 12 March 2017
    @ Verified By Email
    Overall Score 10
  94. Mortgage

    I will be recommending Phil to friends and family looking to get a mortgage. He was helpful and friendly all the way through and I wouldn't hesitate going back to him in the future.
    Client in Bournemouth, 10 March 2017
    @ Verified By Email
    Overall Score 10
  95. Re-Mortgage

    Have used their services before and very happy to use again.
    Client in Poole, 9 March 2017
    @ Verified By Email
    Overall Score 10
  96. Re Mortgage

    Very happy with the continued work and help From Elite and Phil Wadham. Highly recommended will continue to use in the future.
    Client in Wimborne, 8 March 2017
    @ Verified By Email
    Overall Score 10
  97. Service call on general Finance and Pension Products

    I would recommend this company.
    Client in Poole, 7 March 2017
    @ Verified By Email
    Overall Score 9.4
  98. Yearly review

    Excellent overall service.
    Client in Ferndown, 7 March 2017
    Overall Score 10
  99. Savings / Life and Income Protection and Mortgage Application

    Jason is always so helpful and quick to answer queries. The service he provides is excellent and is all the team at Elite! I wouldn't hesitate to recommend them. Thank you Jason for all your hard work on our behalf!
    Client in Wareham, 1 March 2017
    @ Verified By Email
    Overall Score 10
  100. Mortgage services, advice and application

    Professional knowledgeable adviser and team who kept me fully updated.
    Client in Bournemouth, 28 February 2017
    @ Verified By Email
    Overall Score 10
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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.
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