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We have the expertise to provide the
bespoke solutions you require

At Elevation, we deliver an independent approach to corporate financial planning. We have a unique team, with personal experience of establishing, running and selling businesses. We aim to bring our professional experience and sector knowledge to add real value to what you are looking to achieve.
  • Managing and mitigating income & corporation tax;
  • Finance for operational use, acquisition or restructuring needs;
  • Financial protection for the business against death or incapacity of key people;
  • Pensions tailored around the company set up & objectives;
  • Pensions for employees;
  • Advice on selling or retiring from your business;


Our first priority will be to understand you and your business goals. Taking time to get to know each other in this way builds trust and helps us to establish a long-term relationship.

Elevation will discuss the level of any ongoing service you would like, to ensure that whatever decisions you have made remain appropriate and continue to meet your objectives. Whatever your requirements, your IFA, together with the strategic partners with whom we have chosen to operate, will do their best to satisfy them and will agree with you at outset what you can expect and when.

The following are all areas in which we, together with our strategic partners, have expertise and can provide the bespoke solutions you require.


Allowing business owners and families to take control over their pension wealth in conjunction with their business.

Formulating pension strategies that can help business owners grow their business and pension.

Flexibility to make decisions within the permitted parameters with technical input from industry professionals.

Working alongside professional trustees assisting with compliant decision-making who have over 50 years of cumulative experience specifically in the bespoke pensions arena.

Full pension scheme administration oversight via a dedicated administrator allowing delivery of personalised service.

Collaborating with expert trusted partners in troubleshooting matters enabling positive outcomes for clients.

Understanding each business owners’ requirements are different and providing bespoke solutions to match their own personal requirements as opposed to a one-size-fits all approach.


At the basic level, employee benefits are how the business rewards its employees for the performance of their duties, and are a fundamental running cost of the business. They can and should, however, be more than this; supporting the business goals of the organisation by encouraging the behavior and values that it needs in its employees in order to be successful. If it can provide employee benefits at a lower cost to the business than the perceived value to the employees, so much the better.


In recent years, as with pensions, various provisions have been introduced to both increase the attractiveness of share incentive schemes, to reward and retain staff, and to limit their effectiveness. Consider carefully the options and the requirements of the business.


Many owner-managed companies will generate cash surpluses through successful trading and unspent or un-invested profits. Such funds will often be left on deposit in much the same way as the owner’s personal surplus funds, presenting a source of comfort for the business owners to aid business cash flow and avoid the need for borrowing. It will not always be the case, however that leaving funds on deposit is in the interests of the business, either commercially or on tax grounds.


All businesses, at some point, will need to raise finance. For a sole trader this will primarily be personal capital, or borrowing. For partnerships this will broadly be in the form of equity participation from the partners. And for companies, it will be via share or loan capital. These are not, however, the only sources.


Succession means different things to different people. Whatever it means to you, it will inevitably be critical to the long-term success of your business. Only one third of family businesses survive to the second generation and only one in ten are transferred to generations beyond this (source: CBI, 2011). Whether the succession means retention of shares beyond retirement, gifting shares to the next generation, or a management buyout, preparation is the key.

“We will work with you to identify the potential risks to achieving financial independence for you and your family and, more importantly, how to mitigate these.”


When considering exiting your business, it is always best to plan as far ahead as possible. Close examination of your business, to understand its qualities as well as the areas where you could improve operations, can considerably increase the value you can achieve.


The decisions you make immediately before and after you exit your business will be crucial in determining the success of your post-exit wealth plan: how best to invest the proceeds of so many years of hard work.


It is essential, throughout your career, that you build and maintain an investment portfolio diversified across asset types, business sectors and countries; but also across fund managers. Since past performance is no guarantee of future success, do not place your money in the hands of any single team of investment managers just because they have done well recently.

The value of investments can go down as well as up and you may get back less than the amount invested.

The Financial Conduct Authority does not regulate Taxation, Trust advice or Commercial lending.


Elevation specialises in face-to-face financial management advice for businesses…

Customer Testimonials

I just wanted to email and say thank you for the way in which you conducted my recent pension transaction. The whole process was handled in a professional but friendly manner. Also the speed from initial instruction to completion was exceptional. A well done from me to all the Elevation Team.

Martin S, Private Client

We have known our Adviser for around 20 years, during which time we have been very pleased and grateful for his sound advice and guidance regarding our financial affairs. We would have no hesitation in recommending him.

Natalie & Stephen H, Private Clients

Elevation were referred to us when we were looking at our options. I wanted an IFA firm that would provide a personal service and add real value to providing financial advice for my staff. We have been very pleased with the service provided , which is evolving as a partnership rather than a standard supplier relationship.

Geoff C, Managing Director
The Financial Conduct Authority does not regulate Taxation or Trust advice or commercial lending.

Elevation Wealth Management Ltd. Registered in England & Wales No. 04794182. Registered Address: Unit 1, Marlin Office Village, 1250 Chester Road, Birmingham, B35 7AZ. Authorised and regulated by the Financial Conduct Authority. We are entered on the Financial Services Register No. 456358 at The information contained within the website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK.

Should you have cause to complain, and you are not satisfied with our response to your complaint you may be able to refer it to the Financial Ombudsman Service, which can be contacted as follows: The Financial Ombudsman Service Exchange Tower, London, E14 9SR. Tel: 0800 023 4567 or 0300 123 9 123 or

All calls to and from our landlines are recorded to meet regulatory requirements.