The Elliot Fletcher Wealth Management Team are based in Liverpool, since 2004 and provide the following services to UK and International clients:
Protection Planning – ensuring that adequate protection is in place should the client be subject to premature death, long-term illness, disability or critical illness.
Retirement Planning – specialists in post and pre-retirement planning for clients, helping clients to match and achieve their retirement expectations.
Investment Planning – providing specialist, independent support, guidance and advice for clients who have, or are wishing to invest money for future growth.
Employee Benefit Consultancy – working with small to medium enterprises (SME’S) in developing and expanding its employees benefits scheme.
The Team believe that professional relationships need to be based on mutual trust, mutual support, mutual respect and mutual integrity. They are dedicated to personal development, ensuring that they are fully understanding of all current and relevant legislation and able to give excellent advice and guidance throughout the process. They are supported by a fully trained support team, ensuring clients receive the best possible level of service at every point of contact.
A very warm, welcoming and un-intimidating approach to their business and to all clients creates a relaxed atmosphere and is a basis for building long-term relationships with anyone involved with the business.
If you would like to have a no-obligation initial consultation with one of the team, then please make contact directly to arrange an appointment, or to make any enquiry –
Telephone – 0151 709 2299
Elliot Fletcher Limited is Authorised & Regulated by the Financial Conduct Authority