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Hours

Mon – Fri, 9.30am to 5pm

Since 2010

Bristol Based Award Winning Mortgage and Financial Advice

Mortgage Advice

Investment Advice

Pension Advice

Insurance Advice

Bristol Independent Financial Advisers (IFA’s) and Mortgage Advisors Elite Financial Consulting Ltd, provide personal and commercial independent financial advice on all aspects of your financial planning.

Elite Financial Consulting

As a company our Team of experienced Independent Financial Advisers and mortgage brokers, act to provide entirely impartial advice on a variety of financial Services and Products including Mortgages, Savings, Investments, Insurance, and Pensions. We are experts in dealing with first time buyers, home movers  and clients trying to raise additional money to clear debts or improve the home. We are also named as Vouched for Top rated advisers and have featured in the Times Newspaper because of this.

Elite Financial Consulting

We are honoured to have been awarded as one of the Countries Top 25 Financial Planning Companies in 2016 and again in 2018. While going on to win further awards including Mortgage Advisers of the year 2019  This is a great achievement and is recognition of our commitment to client service, satisfaction and quality of advice.

Since founding the company Elite Financial Consulting has continued to flourish, with its initial success and sustained development arising primarily from client referral and recommendation. As a consequence, our Independent Financial Advisers and mortgage brokers have had the privilege of representing many of its personal and commercial clients over a long term basis. As a business we are extremely proud of this achievement and in particular, of our reputation as a trustworthy and professional company regionally within Bristol and beyond.

Elite Financial Consulting Ltd: Independent Financial Advisors serving Bristol, The South West and South Wales.

If you require assistance or are looking for general independent guidance with any aspect of your personal or commercial financial planning, then please contact one of our Independent Financial Advisers (IFAs) today. We look forward to being of service.

Meet our team

Jon Fry

Jon Fry

Director | Bristol, Bath & The South West

After taking ownership of the company back in 2020 I continue to work on growing the business while continuing to focus on our existing team. I have an extensive background within the financial services industry with over 21 years experience from working for Banks and Building Societies, Insurance companies and Estate Agencies.   I offer honest and professional advice, and I will gladly meet for an initial discusssion without charge or obligation.

Dip PFS – Member of the Personal Finance Society.

CII (Charted Insurance Institute) Level 4 Diploma in Financial Planning.

CII Level 3 Certificate in Equity Release.

LIBF (London Institute of Banking & Finance) Level 4 CeMap (Certificate in Mortgage Advice & Practice).

Hannah Durlacher

Hannah Durlacher

Mortgage & Protection Adviser | Bristol & The South West

I have been in the financial industry since 2019 having worked various roles. I am a qualified Mortgage and Protection Adviser based in Lydney and covering Bristol and South Wales.

I take a personalised approach to each case looking to understand my client’s needs and find the best deal for my clients.

Natalie Moore

Natalie Moore

Mortgage, Equity Release and Protection Adviser

I have been in the Financial Services industry since 2004 but have been a qualified Mortgage Equity Release and Protection Advisor since 2018/ I specialise in Protection for families, their homes and businesses of all sizes and really enjoy seeing my clients through the changes in their lives as their families, businesses and homes grow.

Having a partner and young son at home, I understand the importance of protecting my family. I take great pride in being able to help families from the first step onto the property ladder, to being there through all the home moves, changes to their families and their grown with their own businesses. My clients are more than customers to me and I love to see their lives grow and change and know in some way I had a small part in it.

Jessie Mahoney

Jessie Mahoney

Administrator

I have recently joined the company as an apprentice administrator. Throughout my studies I will be working alongside the advisors and creating a point of contact for clients.

I enjoy reading and running in my spare time and I am looking forward to a career in financial services.

Riz Baig

Riz Baig

Financial Planner

I am a client focused Financial Planner at Streamline Financial, excelling in offering a holistic service and working closely with Elite Financial Consulting Ltd as a trading style.   I like to add a huge amount of value to our existing and new clients, by helping them to achieve their goals and being there every step of the journey.  I can assist with all areas of financial planning, offering a fully tailored solution.

I am here to guide and support you in making smarter financial decision and map out your path towards achieving financial independence. 

Outside of work I help coach at my local cricket club and play some cricket when time allows. I like reading and watching movies

Kate Walby

Kate Walby

Mortgage & Protection Adviser

I joined Elite in Feb 2023 from working within the industry at another Financial Adviser practice.

I’m now a qualified Mortgage & Protection adviser and also have experience in Pensions and Investments from helping advisers with sales support.

Becci Monks

Becci Monks

Financial Consultant | Bristol

I support Elite by running the finance side of the business. I have been in the finance industry for over 20 years and I started with Elite in 2010 when the company was founded.

I support the director with budgeting and finance planning and deal with the payroll and commission for all the advisors.

I deliver accurate financial information to aid decision making to maximise business. I produce detailed finance models and gather relevant data for the financial accountants team.

Karen Taylor

Karen Taylor

Independent Financial Adviser | Bristol and the South West

I offer Pension Advice, particularly specialising in Auto-enrolment Pensions. I also provide advice for investments and Protection options for you and your family around Bristol.

I like to listen to what you need and that helps me to provide an overall holistic approach to all of my existing and new clients.

 Jon-Jo Coops

Jon-Jo Coops

Mortgage & Protection Adviser | Bristol and London

I have years of experience in different financial service sectors. It provides me with a unique approach to Mortgage and Protection advice.

I always seek out the best option for all my clients and thrive off supplying an outstanding customer service.

Adviser based in Buckinghamshire

Sue Gollop

Sue Gollop

Mortgage, Equity Release and Protection Adviser

Having worked in the Financial Profession within the Private Sector since 1990, I specialise in advising clients through various stages of their lives.

My advice and services extend to all aspects of Lending, Mortgages and Equity Release.

I believe everyone’s needs are individual and enjoy building long term relationships with my clients, to understand their needs and requirements.

I can support and take away the pressures of buying a first home, further purchases, re-mortgaging and later life lending striving to find solutions beyond expectations to achieve goals and dreams, using the whole of market using her professional skills and offering a wide knowledge of experience.

I have personally cared for both my parents at a mature stage of their lives and understand the difficulties that they and their loved one’s face, during difficult times and offer patience and understanding. Going the extra mile to help others is an essential part of my personality.

Many clients I have helped over the years, now class me as a friend. I am married and love sending time with my family and enjoy cruising when my work commitments allow.

Kelly Gribble

Kelly Gribble

Mortgage, Equity Release and Protection Adviser

I am based in Devon and cover south west Devon and Cornwall. I live with my husband and son Tyler. I like to spend my spare time with my family and walking my dog on Dartmoor or the beach only 10 minutes from my home.

I started with financial services in 2003 and spent my time within RBS Private banking helping my clients with mortgages and their day to day banking needs. I have been a mortgage broker since 2018 and joined Elite Financial Consulting Ltd in December 2021. I am qualified withing Equity Release to provide a full range of service for my clients.