Elite Wealth Management
Elite Wealth Management, founded by Alan Powell, the Managing Director believes that the three simple principles that this company adheres by are the foundations of its success.
Alan has worked for a number of well known UK institutions as a tied agent for the likes of Prudential, Lloyds TSB and HBOS. He later developed his profession as an Independent financial adviser working for Towry Law UK, covering the whole of Cornwall and Towry Law International, looking after high net worth expat clients in South Africa and The Middle East, before deciding to start his own business back in Cornwall.
In 2017 Alan appeared in the Sunday Times supplement voted Top IFA in the South West and 8th in the UK by a survey run by Vouched For voted by clients.
Over the years he has gained extensive knowledge and excellent training in:
Trust work and Inheritance Tax Planning
Pension and Retirement planning
Corporate, Director and Personal planning
Tax efficient investments, offshore and onshore