Elegant Wealth is not limited to advising on specific financial products.

As an independent firm, we’re not tied to any particular provider or fund manager. Unlike restricted Financial Advisers, we have the freedom to make recommendations that are in your best interest. We aim to build long-lasting trusted business relationships with all of our clients. By reviewing your plans to ensure that they remain appropriate to your ongoing needs to ensure that they continue to match the goals and objectives which you have at any given period throughout your financial planning lifetime.

With over 20 years of experience we ensure we are always providing you with the most recent and accurate information and providing advice tailored to your individual needs. We advise people of various ages, occupations and circumstances. As well as our expertise, we have the backing of our compliance team at 2plan wealth management, who are always on hand to provide office support.

We are a small family-based team; we believe in building long-term sustainable relationships with our clients where they can enjoy one-to-one advice from a dedicated adviser they know and trust.