Call Today
}
Hours

Mon – Fri, 9.30am to 5pm

We are Elite Financial Consulting

Plan your financial future

Award-winning Bristol and South West-based Financial Advisers specialising in financial advice for mortgages, equity release, pensions, investments, insurance and high net worth individuals.

Planning

Mortgages. Pensions. Insurances.

Investing

Growth. Income. ISAs.

Honest. Professional. Approachable.

We are an award-winning team of Independent Financial Advisers in Bristol. You can trust our team to deliver expert service and advice that’s exceptional value for money. At Elite, we pride ourselves on our friendly, jargon-free financial advice for mortgages, pensions, shares, debt and high net worth individuals.

Let’s Go!

Book your FREE consultation with one of our financial advisers today.

Mortgage Advisers

Home buying, remortgaging, equity release – we are with you every step of the way. Our Mortgage Advisers compare thousands of mortgage products to find the right deal for you. FREE initial consultation.

Pension Advisers

Looking to set up a new pension fund or transfer a pension? Our expert Independent Financial Advisers can walk you through the wide range of pension offerings available to secure the right option for you. FREE initial consultation.

Investment Advisers

Jargon-free, independent advice tailored to your needs. Whether you are saving for a deposit on your first home, dream holiday or your children’s university fees, we can recommend the best route for you. For regular investments or a lump sum. FREE initial consultation.

Insurance Advisers

Trusted and affordable protection specialists for businesses and individuals – because we care. We can provide invaluable insurance cover for your business partners or family members in the event of death or illness. Protect yours and your loved ones’ futures today. FREE initial consultation.

You’re In Safe Hands

At Elite we are focused on you. Your story, your life, your goals. We are passionate about offering you the ultimate in value for money, service and advice to aid your financial planning.
There’s no out of the box solutions here. We work in partnership with you to secure the right deals for your individual needs.

Our efforts don’t go unnoticed. We’re proud to have been awarded with some of the top accolades in the industry.

;
2024
2024
2023
2023
2022
2021
2019
2019
2018
2016

2024

Best Independent Financial Planning Firm 2024 - South West England - Global 100 Awards

2024

Central England Prestige Awards – Financial Planning Company of the Year in Bristol for 2023/2024

2023

South West England Pensions Advisory Firm of the Year - SME News Finance Awards 2023

2023

Three Best Rated Financial Services - Bristol

2022

Most Trusted Independent Investments & Savings Advice Provider - South West England (Wealth and Money Intl)

2021

Winners of Best Local Financial Advisory Firm - South West England (SME News 2020)

2019

Winners of Best Independent Financial Advice company in South West England (Lawyer International)

2019

Winners of Mortgage Advisers of the year 2019 - South West England (Wealth and Money Intl)

2018

Winners of Best Independent Financial Planning Company in South West England (Wealth and Money Management)

2016

Winners of top 25 Financial Planning company in the UK (Wealthnet)

Best Financial services in Bristol

What Our Clients Say

Excellent
Based on 67 reviews
Ben Russell
Ben Russell
16/06/2023
I don't usually write reviews but I am extremely impressed with Natalie Gollop at Elite Financial Consulting, she has looked after us through our house move and re-mortgages and has been so great at helping us get the right deal and keeping us in the loop. Unbelievable service and professionalism. Thank you.
Pascal Cruise
Pascal Cruise
06/06/2023
Jon did a great job for me. I own several businesses so my financial set up is more complex than most others. Jon was recommended to me by another business owner and he got me a perfect mortgage set up in rapid time. Top marks
Lisa Davies
Lisa Davies
06/05/2023
I was referred to Elite by a colleague when my previous mortgage broker had failed to sort me a mortgage and I was at risk of losing the house I had looked 6 years to find. I was put in contact with Natalie Gollop and she was amazing from start to finish. She sorted my mortgage situation out and I managed to keep hold of the house I have dreamed of for so long. Without her help I would have lost the sale and gone back to square one. She was professional, experienced and helped me every step of the way keeping me informed when it had got to a very stressful point of potentially losing the sale. I am moving in and it feels great! Without her help I wouldn’t be so cannot recommend Natalie and Elite Financial enough!
Ian Marshall
Ian Marshall
24/03/2023
I have worked with Elite for many years now, Jon has taken care of mine (and many other people I have recommended him to) mortgages. On this occasion I came through Jon and worked with James Wellman - again the levels of service, care and communications were second to none to make a usually stressful activity absolutely stress free. I couldnt recommend this business highly enough, or Jon and James. Thanks - Ian Marshall
RY Newman
RY Newman
07/03/2023
After just my first meeting with James Wellman from Elite Financial Consulting Ltd, has left me filled with confidence with the scope of my future prospects. He has explained everything perfectly helping me decide the best options that benefit myself and that of my family with regards to new mortgage and life insurance. A hassle free service from start to finish with set target deadlines and constant updates of the process of buying our new Home. I would highly recommend. Thank you James.
Darren Matthews
Darren Matthews
03/02/2023
I've been working with Jon Fry for the last six months and I can confirm he is an excellent Pensions Advisor. He's professionally taken control of my complete pension portfolio, delivering on every single promise made. I am over the moon with his help and trust that i am in safe hands. Highly recommend his services to anyone.
Melanie Davies
Melanie Davies
10/01/2023
Couldn't recommend enough. Managed to source me a mortgage when 3 other companies pulled out during the interest rate hikes. Then has just found me an extremely competitive rate for my residential property. Absolute pleasure to deal with and follows up quickly on promises. Massively recommend - I won't be going anywhere else.
katie seward
katie seward
06/12/2022
Brilliant and efficient service. Jon was very friendly and happy to help at any time. Jon was very attentive and happy to answer any calls or emails, not difficult to get hold of at all. Elite Financial Consulting Ltd give a very personal and friendly service which helps put you at ease with stressful and important financial decisions. I would recommend Jon and the team to any friends or family.

Get in touch

Contact our friendly team of financial experts today

Eilte Financial Consulting, Suite 9, 821 Bath Road, Brislington, Bristol, BS4 5NL