Discretionary Services

Regardless of the scope of advice, financial planning is all about you, your aspirations and your circumstances. In other words, it's highly personal and so is the service.

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    Wealth Management enquiries will be referred to a suitably qualified financial advisor within the Quilter group.

    The value of pensions and investments and the income they produce can fall as well as rise. You may get back less than you invested.


    The discretionary investment management services are particularly suited to people who want to be kept up-to-date with their finances, but either do not have the knowledge or expertise to manage their own portfolio - perhaps because they lead busy day-to-day lives or because they are enjoying retirement and wish to travel.

    Copyright © 2021 Elite Financial Services. All Rights Reserved

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

    G&E (Network) Ltd. registered in England & Wales No. 3133675. Registered office address: 22 Moulsham Chase, Chelmsford, CM2 0TB

    Elite Financial Services is a trading style of G&E (Network) Ltd who are an appointed representative of Quilter Financial Planning Limited, which is authorised and regulated by the Financial Conduct Authority. Quilter Financial Planning Limited are entered on the FCA register (http://www.fca.org.uk/register/) under reference 440718.

     

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